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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
274+ 7.83% |
$23.5K - $27K
|
3.77K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
272+ 4.05% |
$23.3K - $26.8K
|
6.98K
$790K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
270+ 8.07% |
$23.1K - $26.6K
|
3.62K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
265+ 8.3% |
$22.7K - $26.1K
|
3.46K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
258+ 6.82% |
$22.1K - $25.4K
|
4.04K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
257+ 3.28% |
$22K - $25.3K
|
8.09K
$915K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
256+ 98.08% |
$21.9K - $25.2K
|
517
$58.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
253+ 11.79% |
$21.7K - $24.9K
|
2.4K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
250+ 58.55% |
$21.4K - $24.7K
|
677
$76.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$21.4K - $24.7K
|
250
$28.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
250+ 4.16% |
$21.4K - $24.7K
|
6.26K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
249+ 0.32% |
$21.3K - $24.6K
|
78.4K
$8.87M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
248+ 3.52% |
$21.2K - $24.5K
|
7.29K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
248+ 8.29% |
$21.2K - $24.5K
|
3.24K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
245+ 4.57% |
$21K - $24.2K
|
5.61K
$635K
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
244+ 1.09% |
$20.9K - $24.1K
|
22.6K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
243+ 3.07% |
$20.8K - $24K
|
8.16K
$923K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
242+ 1.55% |
$20.7K - $23.9K
|
15.9K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
241+ 4.42% |
$20.6K - $23.8K
|
5.69K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
241+ 3.15% |
$20.6K - $23.8K
|
7.88K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
239+ 7.77% |
$20.5K - $23.6K
|
3.32K
$375K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
238+ 1.77% |
$20.4K - $23.5K
|
13.7K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
236+ 1.17% |
$20.2K - $23.3K
|
20.4K
$2.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
235+ 3.87% |
$20.1K - $23.2K
|
6.3K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
234+ 7.04% |
$20K - $23.1K
|
3.56K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
230New |
$19.7K - $22.7K
|
230
$26K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
230+ 2.92% |
$19.7K - $22.7K
|
8.11K
$918K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
230+ 11.25% |
$19.7K - $22.7K
|
2.28K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
227+ 7.34% |
$19.4K - $22.4K
|
3.32K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
225+ 0.16% |
$19.3K - $22.2K
|
142K
$16M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
223+ 4.11% |
$19.1K - $22K
|
5.65K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
222+ 2.66% |
$19K - $21.9K
|
8.58K
$971K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
220+ 2.31% |
$18.8K - $21.7K
|
9.75K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
220+ 2.57% |
$18.8K - $21.7K
|
8.79K
$995K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
219+ 2.1% |
$18.7K - $21.6K
|
10.7K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
215+ 8.61% |
$18.4K - $21.2K
|
2.71K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
215+ 2.28% |
$18.4K - $21.2K
|
9.64K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
211+ 0.99% |
$18.1K - $20.8K
|
21.6K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
210+ 0.63% |
$18K - $20.7K
|
33.4K
$3.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
205+ 9.97% |
$17.5K - $20.2K
|
2.26K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
201New |
$17.2K - $19.8K
|
201
$22.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
200+ 7.93% |
$17.1K - $19.7K
|
2.72K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
200+ 2.72% |
$17.1K - $19.7K
|
7.57K
$856K
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
200+ 5.22% |
$17.1K - $19.7K
|
4.03K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
200+ 3.76% |
$17.1K - $19.7K
|
5.52K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
199New |
$17K - $19.6K
|
199
$22.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
195+ 4.76% |
$16.7K - $19.2K
|
4.29K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 2.77% |
$16.4K - $18.9K
|
7.11K
$805K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
190+ 6.96% |
$16.3K - $18.7K
|
2.92K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
188+ 2.34% |
$16.1K - $18.5K
|
8.22K
$930K
|