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 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.41K+ 48.94% |
$126K - $172K
|
4.28K
$516K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.4K+ 4.33% |
$125K - $171K
|
33.8K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.4K+ 11.73% |
$125K - $171K
|
13.3K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.39K+ 0.75% |
$124K - $170K
|
186K
$22.4M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.38K+ 0.36% |
$123K - $168K
|
379K
$45.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.37K+ 49.0% |
$123K - $168K
|
4.17K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.37K+ 39.28% |
$122K - $168K
|
4.85K
$585K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.37K+ 10.19% |
$122K - $167K
|
14.8K
$1.78M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.36KNew |
$122K - $167K
|
1.36K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.36KNew |
$121K - $166K
|
1.36K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 24.6% |
$121K - $166K
|
6.87K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.36K+ 0.91% |
$121K - $166K
|
150K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.35K+ 44.31% |
$121K - $166K
|
4.41K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 10.8% |
$120K - $164K
|
13.8K
$1.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.33K+ 17.2% |
$119K - $163K
|
9.06K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 7.32% |
$118K - $162K
|
19.4K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.32K+ 50.15% |
$118K - $162K
|
3.96K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.32K+ 5.35% |
$118K - $162K
|
26K
$3.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.32K+ 9.56% |
$118K - $161K
|
15.1K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 19.44% |
$117K - $160K
|
8.04K
$970K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 12.24% |
$116K - $160K
|
12K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 7.53% |
$116K - $160K
|
18.6K
$2.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
1.3K+ 2.95% |
$116K - $159K
|
45.5K
$5.48M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 18.39% |
$115K - $158K
|
8.33K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.28K+ 0.46% |
$114K - $156K
|
276K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 0.99% |
$114K - $156K
|
130K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.27K+ 38.39% |
$114K - $156K
|
4.59K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 11.5% |
$113K - $155K
|
12.3K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
1.26K+ 39.4% |
$113K - $155K
|
4.47K
$539K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26K+ 4.08% |
$112K - $154K
|
32K
$3.86M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.25K+ 4.66% |
$111K - $153K
|
28K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 7.85% |
$111K - $152K
|
17K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.24K+ 10.09% |
$110K - $151K
|
13.5K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.23K+ 18.65% |
$110K - $150K
|
7.81K
$942K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.22K+ 2.81% |
$109K - $149K
|
44.6K
$5.38M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.22K+ 20.0% |
$109K - $149K
|
7.32K
$883K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$108K - $148K
|
1.21K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.21K+ 7.97% |
$108K - $148K
|
16.4K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.21K+ 6.54% |
$108K - $148K
|
19.7K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.2K+ 40.58% |
$107K - $147K
|
4.16K
$501K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$107K - $146K
|
1.2K
$144K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.19K+ 15.31% |
$106K - $146K
|
8.98K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 12.96% |
$106K - $145K
|
10.4K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 13.28% |
$103K - $141K
|
9.83K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.15K+ 5.55% |
$103K - $141K
|
21.9K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.15K+ 29.49% |
$103K - $141K
|
5.05K
$609K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 7.05% |
$103K - $141K
|
17.5K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.15K+ 1.06% |
$103K - $141K
|
110K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.14K+ 5.13% |
$102K - $139K
|
23.4K
$2.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.14K+ 11.47% |
$102K - $139K
|
11.1K
$1.33M
|