Purchases and Sales Made in Q3 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
400+ 10.18% |
$34.2K - $39.4K
|
4.33K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
398+ 4.79% |
$34.1K - $39.2K
|
8.71K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
398+ 5.01% |
$34.1K - $39.2K
|
8.34K
$943K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391+ 10.17% |
$33.5K - $38.6K
|
4.24K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
385+ 0.57% |
$33K - $38K
|
67.4K
$7.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
380+ 1.88% |
$32.5K - $37.5K
|
20.6K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
380+ 1.05% |
$32.5K - $37.5K
|
36.7K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
380+ 8.87% |
$32.5K - $37.5K
|
4.66K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
378+ 6.98% |
$32.4K - $37.3K
|
5.79K
$656K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
376+ 0.27% |
$32.2K - $37.1K
|
142K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
376New |
$32.2K - $37.1K
|
376
$42.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
374+ 2.23% |
$32K - $36.9K
|
17.1K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
373+ 4.26% |
$31.9K - $36.8K
|
9.12K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
369+ 6.5% |
$31.6K - $36.4K
|
6.05K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
366+ 1.0% |
$31.3K - $36.1K
|
36.9K
$4.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
365+ 2.03% |
$31.2K - $36K
|
18.3K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
362+ 16.5% |
$31K - $35.7K
|
2.56K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
358+ 2.26% |
$30.6K - $35.3K
|
16.2K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
358+ 0.74% |
$30.6K - $35.3K
|
48.7K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
353+ 1.05% |
$30.2K - $34.8K
|
34.1K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
349+ 4.29% |
$29.9K - $34.4K
|
8.48K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
345+ 5.56% |
$29.5K - $34K
|
6.55K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
345+ 14.89% |
$29.5K - $34K
|
2.66K
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
343+ 3.04% |
$29.4K - $33.8K
|
11.6K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
342+ 15.21% |
$29.3K - $33.7K
|
2.59K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
341+ 2.31% |
$29.2K - $33.6K
|
15.1K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
338+ 8.73% |
$28.9K - $33.3K
|
4.21K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
334+ 8.66% |
$28.6K - $32.9K
|
4.19K
$475K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
334+ 5.53% |
$28.6K - $32.9K
|
6.37K
$721K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
332+ 0.8% |
$28.4K - $32.7K
|
41.8K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
330+ 2.09% |
$28.2K - $32.5K
|
16.1K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
327+ 2.6% |
$28K - $32.2K
|
12.9K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
320+ 2.61% |
$27.4K - $31.6K
|
12.6K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
320+ 6.77% |
$27.4K - $31.6K
|
5.05K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
318+ 1.23% |
$27.2K - $31.4K
|
26.1K
$2.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
315+ 1.78% |
$27K - $31.1K
|
18K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
312+ 8.98% |
$26.7K - $30.8K
|
3.79K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
302+ 0.23% |
$25.9K - $29.8K
|
129K
$14.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
300+ 0.47% |
$25.7K - $29.6K
|
64.5K
$7.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 1.46% |
$25.7K - $29.6K
|
20.9K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
300+ 4.77% |
$25.7K - $29.6K
|
6.6K
$746K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
293+ 1.0% |
$25.1K - $28.9K
|
29.7K
$3.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
292+ 4.61% |
$25K - $28.8K
|
6.63K
$750K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
289+ 5.04% |
$24.7K - $28.5K
|
6.02K
$681K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
283+ 5.55% |
$24.2K - $27.9K
|
5.38K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
281+ 5.49% |
$24.1K - $27.7K
|
5.4K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
280+ 0.25% |
$24K - $27.6K
|
111K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
277+ 4.89% |
$23.7K - $27.3K
|
5.94K
$672K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
276+ 7.19% |
$23.6K - $27.2K
|
4.12K
$466K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
275+ 0.75% |
$23.5K - $27.1K
|
36.9K
$4.18M
|