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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
114New |
$10.2K - $13.9K
|
114
$13.7K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
113+ 21.9% |
$10.1K - $13.8K
|
629
$75.5K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
113+ 3.19% |
$10.1K - $13.8K
|
3.66K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
112+ 1.54% |
$10K - $13.7K
|
7.37K
$884K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
112+ 0.49% |
$10K - $13.7K
|
22.9K
$2.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
110+ 0.6% |
$9.82K - $13.5K
|
18.5K
$2.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.6% |
$9.64K - $13.2K
|
18.1K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
108+ 2.59% |
$9.64K - $13.2K
|
4.27K
$512K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
108+ 2.31% |
$9.64K - $13.2K
|
4.77K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
108+ 1.38% |
$9.64K - $13.2K
|
7.91K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
106+ 4.1% |
$9.46K - $13K
|
2.69K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
105+ 3.25% |
$9.38K - $12.8K
|
3.34K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
104+ 4.11% |
$9.29K - $12.7K
|
2.63K
$316K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
103+ 10.81% |
$9.2K - $12.6K
|
1.06K
$127K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 7.45% |
$9.11K - $12.5K
|
1.47K
$176K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
102New |
$9.11K - $12.5K
|
102
$12.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
100+ 32.05% |
$8.93K - $12.2K
|
412
$49.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
100+ 3.66% |
$8.93K - $12.2K
|
2.83K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.03% |
$8.93K - $12.2K
|
317K
$38.1M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99+ 1.62% |
$8.84K - $12.1K
|
6.23K
$747K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
98+ 2.87% |
$8.75K - $12K
|
3.52K
$422K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
96+ 3.16% |
$8.57K - $11.7K
|
3.14K
$376K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
96+ 6.08% |
$8.57K - $11.7K
|
1.67K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
96+ 3.67% |
$8.57K - $11.7K
|
2.71K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
94+ 3.47% |
$8.39K - $11.5K
|
2.8K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
92+ 2.76% |
$8.21K - $11.3K
|
3.42K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
92+ 3.17% |
$8.21K - $11.3K
|
3K
$359K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
91+ 1.02% |
$8.13K - $11.1K
|
8.99K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
91+ 1.79% |
$8.13K - $11.1K
|
5.17K
$620K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
90+ 6.26% |
$8.04K - $11K
|
1.53K
$183K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
89+ 1.95% |
$7.95K - $10.9K
|
4.65K
$558K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89+ 1.53% |
$7.95K - $10.9K
|
5.89K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
88+ 0.49% |
$7.86K - $10.8K
|
18K
$2.16M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
81+ 0.31% |
$7.23K - $9.91K
|
26.1K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
80+ 3.45% |
$7.14K - $9.79K
|
2.4K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
80+ 2.0% |
$7.14K - $9.79K
|
4.07K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
80+ 1.39% |
$7.14K - $9.79K
|
5.83K
$699K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 3.69% |
$7.14K - $9.79K
|
2.25K
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
77+ 2.34% |
$6.88K - $9.42K
|
3.37K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
77+ 1.05% |
$6.88K - $9.42K
|
7.42K
$890K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
76+ 1.97% |
$6.79K - $9.3K
|
3.93K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.29% |
$6.79K - $9.3K
|
2.39K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
76+ 1.1% |
$6.79K - $9.3K
|
7K
$840K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 8.17% |
$6.52K - $8.93K
|
967
$116K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
73+ 1.97% |
$6.52K - $8.93K
|
3.79K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
73+ 1.32% |
$6.52K - $8.93K
|
5.62K
$674K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72+ 2.91% |
$6.43K - $8.81K
|
2.55K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
71+ 0.91% |
$6.34K - $8.69K
|
7.88K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
71+ 0.55% |
$6.34K - $8.69K
|
13K
$1.55M
|