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 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
225+ 5.17% |
$20.1K - $27.5K
|
4.58K
$501K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
223+ 7.84% |
$19.9K - $27.3K
|
3.07K
$335K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
222+ 0.56% |
$19.8K - $27.2K
|
40.1K
$4.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
220+ 3.33% |
$19.6K - $26.9K
|
6.82K
$745K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
217+ 6.17% |
$19.4K - $26.6K
|
3.73K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
217+ 0.44% |
$19.4K - $26.6K
|
49.9K
$5.45M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
216+ 9.53% |
$19.3K - $26.4K
|
2.48K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
215+ 141.45% |
$19.2K - $26.3K
|
367
$40.1K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
215+ 4.39% |
$19.2K - $26.3K
|
5.11K
$558K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
215+ 0.73% |
$19.2K - $26.3K
|
29.9K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
214+ 3.16% |
$19.1K - $26.2K
|
7K
$765K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
213+ 2.38% |
$19K - $26.1K
|
9.18K
$1M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
211+ 1.53% |
$18.8K - $25.8K
|
14K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
210+ 0.31% |
$18.8K - $25.7K
|
67.5K
$7.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
205+ 0.2% |
$18.3K - $25.1K
|
105K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
205+ 5.73% |
$18.3K - $25.1K
|
3.78K
$413K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
204+ 2.54% |
$18.2K - $25K
|
8.22K
$898K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
202+ 0.55% |
$18K - $24.7K
|
36.8K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 31.65% |
$17.9K - $24.5K
|
832
$90.9K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
200+ 0.93% |
$17.9K - $24.5K
|
21.6K
$2.36M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
200+ 1.16% |
$17.9K - $24.5K
|
17.4K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
199+ 1.16% |
$17.8K - $24.3K
|
17.3K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
196+ 6.62% |
$17.5K - $24K
|
3.16K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
194+ 0.51% |
$17.3K - $23.7K
|
38.2K
$4.17M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
191+ 4.06% |
$17.1K - $23.4K
|
4.89K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
191+ 6.62% |
$17.1K - $23.4K
|
3.08K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
188+ 6.7% |
$16.8K - $23K
|
3K
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
186+ 1.2% |
$16.6K - $22.8K
|
15.7K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
185+ 4.83% |
$16.5K - $22.6K
|
4.02K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
185+ 1.35% |
$16.5K - $22.6K
|
13.9K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
185+ 5.4% |
$16.5K - $22.6K
|
3.61K
$395K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
184+ 1.98% |
$16.4K - $22.5K
|
9.5K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
181+ 0.62% |
$16.2K - $22.1K
|
29.6K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
180+ 1.39% |
$16.1K - $22K
|
13.2K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
177+ 0.93% |
$15.8K - $21.7K
|
19.2K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
177+ 2.44% |
$15.8K - $21.7K
|
7.43K
$812K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
173New |
$15.4K - $21.2K
|
173
$18.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
170+ 3.06% |
$15.2K - $20.8K
|
5.72K
$625K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
170+ 0.24% |
$15.2K - $20.8K
|
71K
$7.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
169+ 6.71% |
$15.1K - $20.7K
|
2.69K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
169+ 3.06% |
$15.1K - $20.7K
|
5.7K
$623K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
165+ 2.84% |
$14.7K - $20.2K
|
5.98K
$654K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
163+ 4.53% |
$14.6K - $19.9K
|
3.76K
$411K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
160+ 6.65% |
$14.3K - $19.6K
|
2.57K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
159+ 4.3% |
$14.2K - $19.5K
|
3.85K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
157+ 3.05% |
$14K - $19.2K
|
5.31K
$580K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
154+ 0.9% |
$13.8K - $18.8K
|
17.3K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
153+ 1.06% |
$13.7K - $18.7K
|
14.6K
$1.6M
|