Purchases and Sales Made in Q1 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2024. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.66K+ 3.03% |
$148K - $203K
|
56.3K
$6.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$148K - $202K
|
1.65K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$199K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$198K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$198K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.63K+ 1.24% |
$146K - $200K
|
133K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.63K+ 13.36% |
$145K - $199K
|
13.8K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.62K+ 1.79% |
$145K - $198K
|
92.1K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$145K - $198K
|
51.5K
$6.21M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.6K+ 5.03% |
$143K - $196K
|
33.4K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 58.39% |
$143K - $196K
|
4.34K
$523K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.6K+ 28.43% |
$143K - $196K
|
7.22K
$871K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 27.01% |
$142K - $195K
|
7.5K
$905K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.59K+ 0.16% |
$142K - $194K
|
983K
$119M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.58K+ 31.27% |
$141K - $193K
|
6.63K
$800K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.58K+ 7.79% |
$141K - $193K
|
21.9K
$2.64M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$138K - $189K
|
1.55K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.53K+ 11.0% |
$136K - $187K
|
15.4K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.52K+ 27.81% |
$136K - $186K
|
7K
$844K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.52K+ 41.13% |
$136K - $186K
|
5.22K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.52K+ 6.16% |
$136K - $186K
|
26.2K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52K+ 40.65% |
$136K - $186K
|
5.25K
$633K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.51K+ 512.93% |
$135K - $185K
|
1.8K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 18.54% |
$134K - $183K
|
9.58K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 10.11% |
$133K - $183K
|
16.3K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.49K+ 55.23% |
$133K - $183K
|
4.2K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.49K+ 53.38% |
$133K - $182K
|
4.28K
$517K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.49K+ 23.67% |
$133K - $182K
|
7.78K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.49K+ 15.04% |
$133K - $182K
|
11.4K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.48K+ 8.3% |
$132K - $180K
|
19.3K
$2.32M
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.48K+ 36.88% |
$132K - $180K
|
5.48K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.47K+ 6.47% |
$131K - $180K
|
24.1K
$2.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.47K+ 2.29% |
$131K - $179K
|
65.6K
$7.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 45.03% |
$130K - $179K
|
4.7K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.45K+ 5.99% |
$130K - $178K
|
25.7K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.45K+ 0.73% |
$129K - $177K
|
199K
$24M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 11.34% |
$129K - $177K
|
14.2K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.45K+ 20.4% |
$129K - $177K
|
8.53K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.44K+ 5.23% |
$129K - $176K
|
29K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.44K+ 9.76% |
$128K - $176K
|
16.2K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.43K+ 11.93% |
$128K - $175K
|
13.4K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.43K+ 5.46% |
$127K - $174K
|
27.5K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.42K+ 9.15% |
$126K - $173K
|
16.9K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.41K+ 15.56% |
$126K - $173K
|
10.5K
$1.27M
|