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 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
177+ 2.44% |
$15.8K - $21.7K
|
7.43K
$892K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
173New |
$15.4K - $21.2K
|
173
$20.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
170+ 3.06% |
$15.2K - $20.8K
|
5.72K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
170+ 0.24% |
$15.2K - $20.8K
|
71K
$8.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
169+ 6.71% |
$15.1K - $20.7K
|
2.69K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
169+ 3.06% |
$15.1K - $20.7K
|
5.7K
$683K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
165+ 2.84% |
$14.7K - $20.2K
|
5.98K
$718K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
163+ 4.53% |
$14.6K - $19.9K
|
3.76K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
160+ 6.65% |
$14.3K - $19.6K
|
2.57K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
159+ 4.3% |
$14.2K - $19.5K
|
3.85K
$462K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
157+ 3.05% |
$14K - $19.2K
|
5.31K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
154+ 0.9% |
$13.8K - $18.8K
|
17.3K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
153+ 1.06% |
$13.7K - $18.7K
|
14.6K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
151+ 1.4% |
$13.5K - $18.5K
|
11K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
151+ 2.26% |
$13.5K - $18.5K
|
6.84K
$820K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
150New |
$13.4K - $18.4K
|
150
$18K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
150+ 5.02% |
$13.4K - $18.4K
|
3.14K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
149+ 3.38% |
$13.3K - $18.2K
|
4.55K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
146+ 1.17% |
$13K - $17.9K
|
12.6K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
145+ 0.55% |
$12.9K - $17.7K
|
26.3K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
144+ 0.78% |
$12.9K - $17.6K
|
18.7K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
140+ 25.13% |
$12.5K - $17.1K
|
697
$83.6K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
138+ 13.37% |
$12.3K - $16.9K
|
1.17K
$140K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
138+ 2.46% |
$12.3K - $16.9K
|
5.75K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
138+ 39.88% |
$12.3K - $16.9K
|
484
$58.1K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
135+ 5.64% |
$12.1K - $16.5K
|
2.53K
$303K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
135+ 0.3% |
$12.1K - $16.5K
|
45.8K
$5.49M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
135+ 4.27% |
$12.1K - $16.5K
|
3.29K
$395K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
133+ 1.74% |
$11.9K - $16.3K
|
7.79K
$935K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
129+ 3.81% |
$11.5K - $15.8K
|
3.52K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
128+ 5.28% |
$11.4K - $15.7K
|
2.55K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
128+ 3.42% |
$11.4K - $15.7K
|
3.88K
$465K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
125New |
$11.2K - $15.3K
|
125
$15K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
125+ 1.64% |
$11.2K - $15.3K
|
7.76K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
125+ 1.17% |
$11.2K - $15.3K
|
10.8K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
123+ 3.21% |
$11K - $15.1K
|
3.96K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
123+ 1230.0% |
$11K - $15.1K
|
133
$16K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
122+ 1.33% |
$10.9K - $14.9K
|
9.32K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
121+ 14.46% |
$10.8K - $14.8K
|
958
$115K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
121+ 1.5% |
$10.8K - $14.8K
|
8.2K
$984K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
120+ 1.32% |
$10.7K - $14.7K
|
9.18K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$10.7K - $14.7K
|
120
$14.4K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
120+ 0.07% |
$10.7K - $14.7K
|
177K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
120+ 0.71% |
$10.7K - $14.7K
|
16.9K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
118+ 3.29% |
$10.5K - $14.4K
|
3.7K
$444K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
117+ 4.12% |
$10.4K - $14.3K
|
2.96K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
116+ 5.2% |
$10.4K - $14.2K
|
2.35K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
115+ 4.76% |
$10.3K - $14.1K
|
2.53K
$304K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
114+ 8.98% |
$10.2K - $13.9K
|
1.38K
$166K
|