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 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
322+ 3.84% |
$28.8K - $39.4K
|
8.71K
$1.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
321+ 3.88% |
$28.7K - $39.3K
|
8.59K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
320+ 1.29% |
$28.6K - $39.2K
|
25.1K
$3.01M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
317+ 0.1% |
$28.3K - $38.8K
|
318K
$38.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
312+ 5.67% |
$27.9K - $38.2K
|
5.82K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
312+ 6.23% |
$27.9K - $38.2K
|
5.32K
$638K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 3.0% |
$27.6K - $37.8K
|
10.6K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
309+ 2.57% |
$27.6K - $37.8K
|
12.4K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
308+ 9.65% |
$27.5K - $37.7K
|
3.5K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
302+ 0.66% |
$27K - $37K
|
45.8K
$5.49M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 10.57% |
$26.8K - $36.7K
|
3.14K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300+ 13.2% |
$26.8K - $36.7K
|
2.57K
$309K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300+ 11.47% |
$26.8K - $36.7K
|
2.92K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
298+ 1.24% |
$26.6K - $36.5K
|
24.4K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
296+ 4.92% |
$26.4K - $36.2K
|
6.31K
$757K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
295+ 0.3% |
$26.3K - $36.1K
|
99.3K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
294+ 6.66% |
$26.3K - $36K
|
4.71K
$565K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
293+ 2.94% |
$26.2K - $35.9K
|
10.3K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
293+ 2.76% |
$26.2K - $35.9K
|
10.9K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
291+ 5.0% |
$26K - $35.6K
|
6.11K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
290+ 7.09% |
$25.9K - $35.5K
|
4.38K
$525K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
290+ 5.04% |
$25.9K - $35.5K
|
6.05K
$726K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
289+ 1.43% |
$25.8K - $35.4K
|
20.5K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
287+ 0.5% |
$25.6K - $35.1K
|
58.2K
$6.98M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
285+ 9.58% |
$25.4K - $34.9K
|
3.26K
$391K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
283+ 2.94% |
$25.3K - $34.6K
|
9.91K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
280+ 0.23% |
$25K - $34.3K
|
124K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
278+ 0.97% |
$24.8K - $34K
|
28.9K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
277+ 1.84% |
$24.7K - $33.9K
|
15.3K
$1.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
275+ 0.97% |
$24.6K - $33.6K
|
28.8K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
275+ 3.33% |
$24.6K - $33.6K
|
8.53K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
274+ 2.14% |
$24.5K - $33.5K
|
13.1K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
273+ 8.51% |
$24.4K - $33.4K
|
3.48K
$418K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
273+ 5.19% |
$24.4K - $33.4K
|
5.53K
$664K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
272+ 4.57% |
$24.3K - $33.3K
|
6.22K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
268+ 2.32% |
$23.9K - $32.8K
|
11.8K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
267+ 8.62% |
$23.8K - $32.7K
|
3.36K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
264+ 2.15% |
$23.6K - $32.3K
|
12.5K
$1.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
256+ 2.5% |
$22.9K - $31.3K
|
10.5K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
255+ 1.13% |
$22.8K - $31.2K
|
22.8K
$2.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
253+ 1.39% |
$22.6K - $31K
|
18.5K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
251New |
$22.4K - $30.7K
|
251
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
251+ 3.76% |
$22.4K - $30.7K
|
6.94K
$832K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
250+ 5.84% |
$22.3K - $30.6K
|
4.53K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
250New |
$22.3K - $30.6K
|
250
$30K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
247+ 0.83% |
$22.1K - $30.2K
|
29.8K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
247+ 10.01% |
$22.1K - $30.2K
|
2.72K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
246+ 2.7% |
$22K - $30.1K
|
9.36K
$1.12M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
246+ 1.23% |
$22K - $30.1K
|
20.3K
$2.43M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
246+ 1.21% |
$22K - $30.1K
|
20.5K
$2.46M
|