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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
70+ 0.05% |
$6.25K - $8.57K
|
128K
$15.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
70+ 2.82% |
$6.25K - $8.57K
|
2.56K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
70+ 2.46% |
$6.25K - $8.57K
|
2.92K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
69+ 3.65% |
$6.16K - $8.44K
|
1.96K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
69+ 2.55% |
$6.16K - $8.44K
|
2.78K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
68+ 2.45% |
$6.07K - $8.32K
|
2.85K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
68+ 0.58% |
$6.07K - $8.32K
|
11.9K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
67+ 1.42% |
$5.98K - $8.2K
|
4.8K
$576K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
67+ 1.09% |
$5.98K - $8.2K
|
6.21K
$744K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
66+ 2.97% |
$5.89K - $8.08K
|
2.29K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.05% |
$5.89K - $8.08K
|
6.33K
$759K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
65+ 0.73% |
$5.8K - $7.95K
|
9.02K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
65+ 0.84% |
$5.8K - $7.95K
|
7.78K
$933K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
63+ 0.28% |
$5.63K - $7.71K
|
22.4K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 6.78% |
$5.63K - $7.71K
|
992
$119K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61+ 0.62% |
$5.45K - $7.46K
|
9.94K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
60+ 1.12% |
$5.36K - $7.34K
|
5.42K
$651K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
60+ 56.6% |
$5.36K - $7.34K
|
166
$19.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 3.74% |
$5.36K - $7.34K
|
1.66K
$200K
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
60+ 25.64% |
$5.36K - $7.34K
|
294
$35.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.54% |
$5.27K - $7.22K
|
10.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.06% |
$5.27K - $7.22K
|
105K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
58+ 2.14% |
$5.18K - $7.1K
|
2.77K
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 1.58% |
$5.09K - $6.97K
|
3.67K
$440K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57+ 8.61% |
$5.09K - $6.97K
|
719
$86.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
56+ 0.69% |
$5K - $6.85K
|
8.17K
$980K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.12% |
$4.91K - $6.73K
|
45.6K
$5.48M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53+ 1.53% |
$4.73K - $6.49K
|
3.53K
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$4.64K - $6.36K
|
52
$6.24K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 5.1% |
$4.55K - $6.24K
|
1.05K
$126K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51+ 1.68% |
$4.55K - $6.24K
|
3.09K
$370K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
51+ 0.55% |
$4.55K - $6.24K
|
9.34K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
50+ 1.25% |
$4.46K - $6.12K
|
4.04K
$485K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
50+ 0.43% |
$4.46K - $6.12K
|
11.7K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
50+ 0.92% |
$4.46K - $6.12K
|
5.48K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 2.42% |
$4.46K - $6.12K
|
2.12K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 2.56% |
$4.46K - $6.12K
|
2.01K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 0.41% |
$4.38K - $6K
|
12K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
46+ 0.25% |
$4.11K - $5.63K
|
18.3K
$2.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 7.01% |
$4.02K - $5.51K
|
687
$82.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 0.64% |
$4.02K - $5.51K
|
7.11K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
41+ 0.75% |
$3.66K - $5.02K
|
5.51K
$662K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 0.56% |
$3.57K - $4.89K
|
7.17K
$860K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 650.0% |
$3.48K - $4.77K
|
45
$5.4K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 1.59% |
$3.39K - $4.65K
|
2.43K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
37+ 0.43% |
$3.3K - $4.53K
|
8.66K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36+ 1.72% |
$3.21K - $4.4K
|
2.13K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
36+ 0.67% |
$3.21K - $4.4K
|
5.38K
$645K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 0.67% |
$3.13K - $4.28K
|
5.27K
$632K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$4.08K
|