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 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.16% |
$2.32K - $3.18K
|
16.3K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25+ 0.72% |
$2.23K - $3.06K
|
3.49K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.33% |
$2.23K - $3.06K
|
7.68K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
24+ 0.53% |
$2.14K - $2.94K
|
4.54K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 0.27% |
$2.05K - $2.81K
|
8.59K
$939K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23+ 0.56% |
$2.05K - $2.81K
|
4.11K
$449K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
22+ 0.62% |
$1.96K - $2.69K
|
3.57K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 0.04% |
$1.79K - $2.45K
|
46.4K
$5.07M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.73% |
$1.79K - $2.45K
|
2.76K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 0.9% |
$1.79K - $2.45K
|
2.24K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
20+ 0.66% |
$1.79K - $2.45K
|
3.05K
$333K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20+ 3.77% |
$1.79K - $2.45K
|
551
$60.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
20+ 0.8% |
$1.79K - $2.45K
|
2.52K
$276K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
19+ 0.32% |
$1.7K - $2.32K
|
6.01K
$657K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 1.4% |
$1.7K - $2.32K
|
1.38K
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
18+ 0.23% |
$1.61K - $2.2K
|
7.71K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
17+ 0.02% |
$1.52K - $2.08K
|
111K
$12.1M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
17+ 0.36% |
$1.52K - $2.08K
|
4.72K
$515K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
17+ 0.07% |
$1.52K - $2.08K
|
25K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
16+ 13.33% |
$1.43K - $1.96K
|
136
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
16+ 1.39% |
$1.43K - $1.96K
|
1.17K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16+ 0.32% |
$1.43K - $1.96K
|
5.05K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.18% |
$1.34K - $1.84K
|
8.24K
$901K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$1.34K - $1.84K
|
8.19K
$895K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
15+ 0.61% |
$1.34K - $1.84K
|
2.46K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
15+ 0.63% |
$1.34K - $1.84K
|
2.42K
$264K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
15+ 0.04% |
$1.34K - $1.84K
|
41.7K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.28% |
$1.25K - $1.71K
|
4.96K
$542K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.41% |
$1.25K - $1.71K
|
3.46K
$378K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.49% |
$1.25K - $1.71K
|
2.87K
$313K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.21% |
$1.25K - $1.71K
|
6.57K
$718K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
14+ 0.02% |
$1.25K - $1.71K
|
63.7K
$6.96M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
13+ 0.29% |
$1.16K - $1.59K
|
4.43K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 8.0% |
$1.07K - $1.47K
|
162
$17.7K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.26% |
$1.07K - $1.47K
|
4.68K
$512K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
12+ 0.3% |
$1.07K - $1.47K
|
4.03K
$441K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11+ 0.42% |
$982 - $1.35K
|
2.6K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
11+ 0.39% |
$982 - $1.35K
|
2.8K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11+ 0.89% |
$982 - $1.35K
|
1.24K
$136K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.18% |
$893 - $1.22K
|
5.47K
$598K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.33% |
$893 - $1.22K
|
3.03K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
10+ 0.22% |
$893 - $1.22K
|
4.49K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.29% |
$893 - $1.22K
|
3.47K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.31% |
$804 - $1.1K
|
2.94K
$322K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
8+ 0.32% |
$714 - $979
|
2.54K
$278K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 88.89% |
$714 - $979
|
17
$1.86K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.3% |
$714 - $979
|
2.65K
$290K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
8+ 1.06% |
$714 - $979
|
766
$83.7K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 6.54% |
$625 - $857
|
114
$12.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.19% |
$536 - $734
|
3.15K
$345K
|