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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
565+ 5.95% |
$50.4K - $69.1K
|
10.1K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
563+ 3.99% |
$50.3K - $68.9K
|
14.7K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
559+ 4.62% |
$49.9K - $68.4K
|
12.7K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
556+ 7.18% |
$49.6K - $68K
|
8.3K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
555+ 7.5% |
$49.6K - $67.9K
|
7.95K
$954K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
551+ 5.48% |
$49.2K - $67.4K
|
10.6K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
547+ 7.13% |
$48.8K - $66.9K
|
8.22K
$987K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
537+ 1.05% |
$47.9K - $65.7K
|
51.6K
$6.19M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
537+ 1.17% |
$47.9K - $65.7K
|
46.2K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
532+ 9.1% |
$47.5K - $65.1K
|
6.38K
$765K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
527+ 10.46% |
$47.1K - $64.5K
|
5.56K
$668K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
527+ 10.46% |
$47.1K - $64.5K
|
5.56K
$668K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
524+ 8.65% |
$46.8K - $64.1K
|
6.58K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
521+ 0.93% |
$46.5K - $63.7K
|
56.8K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
520+ 5.0% |
$46.4K - $63.6K
|
10.9K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
515+ 15.87% |
$46K - $63K
|
3.76K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
512+ 9.39% |
$45.7K - $62.6K
|
5.97K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
512+ 441.38% |
$45.7K - $62.6K
|
628
$75.3K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
509+ 22.6% |
$45.4K - $62.3K
|
2.76K
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
508+ 2.62% |
$45.4K - $62.2K
|
19.9K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
506+ 3.87% |
$45.2K - $61.9K
|
13.6K
$1.63M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
506+ 17.11% |
$45.2K - $61.9K
|
3.46K
$416K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
501New |
$44.7K - $61.3K
|
501
$60.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 0.1% |
$44.6K - $61.2K
|
509K
$61.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
500+ 17.61% |
$44.6K - $61.2K
|
3.34K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
499+ 1.22% |
$44.6K - $61.1K
|
41.4K
$4.96M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
496+ 7.31% |
$44.3K - $60.7K
|
7.28K
$873K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
494+ 7.33% |
$44.1K - $60.4K
|
7.24K
$868K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 2.85% |
$44K - $60.3K
|
17.8K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
491+ 8.38% |
$43.8K - $60.1K
|
6.35K
$761K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
483+ 13.4% |
$43.1K - $59.1K
|
4.09K
$490K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
478+ 4.21% |
$42.7K - $58.5K
|
11.8K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
477+ 0.96% |
$42.6K - $58.4K
|
50.1K
$6.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
477+ 3.45% |
$42.6K - $58.4K
|
14.3K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
476+ 15.23% |
$42.5K - $58.2K
|
3.6K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
474+ 7.68% |
$42.3K - $58K
|
6.65K
$798K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
471+ 4.2% |
$42.1K - $57.6K
|
11.7K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
468+ 1.78% |
$41.8K - $57.3K
|
26.8K
$3.22M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
464+ 17.21% |
$41.4K - $56.8K
|
3.16K
$379K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
460+ 3.86% |
$41.1K - $56.3K
|
12.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
459+ 15.27% |
$41K - $56.2K
|
3.47K
$416K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
455+ 9.27% |
$40.6K - $55.7K
|
5.36K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
455+ 1.5% |
$40.6K - $55.7K
|
30.8K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
452+ 8.71% |
$40.4K - $55.3K
|
5.64K
$677K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
450+ 43.77% |
$40.2K - $55.1K
|
1.48K
$177K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
449+ 1.84% |
$40.1K - $54.9K
|
24.8K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
448+ 4.4% |
$40K - $54.8K
|
10.6K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447+ 4.2% |
$39.9K - $54.7K
|
11.1K
$1.33M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
445+ 14.07% |
$39.7K - $54.5K
|
3.61K
$433K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
444+ 0.69% |
$39.6K - $54.3K
|
64.8K
$7.77M
|