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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
185+ 6.67% |
$15.8K - $18.2K
|
2.96K
$335K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
184+ 2.07% |
$15.8K - $18.1K
|
9.08K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
182+ 2.03% |
$15.6K - $17.9K
|
9.15K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
179+ 0.9% |
$15.3K - $17.7K
|
20.1K
$2.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
178+ 19.98% |
$15.2K - $17.6K
|
1.07K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
173+ 2.47% |
$14.8K - $17.1K
|
7.19K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
172+ 0.74% |
$14.7K - $17K
|
23.3K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
169+ 6.05% |
$14.5K - $16.7K
|
2.96K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
168+ 2.16% |
$14.4K - $16.6K
|
7.95K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
167+ 1.19% |
$14.3K - $16.5K
|
14.2K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
167+ 1.25% |
$14.3K - $16.5K
|
13.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
167+ 6.03% |
$14.3K - $16.5K
|
2.94K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
162+ 1.37% |
$13.9K - $16K
|
12K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
160+ 1.2% |
$13.7K - $15.8K
|
13.5K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
159+ 6.85% |
$13.6K - $15.7K
|
2.48K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
157+ 0.16% |
$13.4K - $15.5K
|
99.8K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
157+ 4.83% |
$13.4K - $15.5K
|
3.41K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
157+ 0.04% |
$13.4K - $15.5K
|
426K
$48.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
156+ 2.93% |
$13.4K - $15.4K
|
5.48K
$620K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
152+ 6.66% |
$13K - $15K
|
2.43K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
152+ 2.45% |
$13K - $15K
|
6.35K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
151+ 0.77% |
$12.9K - $14.9K
|
19.7K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
151+ 2.93% |
$12.9K - $14.9K
|
5.3K
$600K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
150+ 4.1% |
$12.8K - $14.8K
|
3.81K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
150+ 1.35% |
$12.8K - $14.8K
|
11.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
150+ 0.63% |
$12.8K - $14.8K
|
24.1K
$2.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
149+ 0.98% |
$12.8K - $14.7K
|
15.4K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
148+ 0.11% |
$12.7K - $14.6K
|
131K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.25% |
$12.6K - $14.5K
|
11.9K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
145+ 1.02% |
$12.4K - $14.3K
|
14.3K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
144+ 1.0% |
$12.3K - $14.2K
|
14.6K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
144+ 105.88% |
$12.3K - $14.2K
|
280
$31.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
144+ 4.05% |
$12.3K - $14.2K
|
3.7K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
143+ 4.79% |
$12.2K - $14.1K
|
3.13K
$354K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
140+ 0.61% |
$12K - $13.8K
|
23K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
139+ 0.35% |
$11.9K - $13.7K
|
40.4K
$4.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
139+ 1.05% |
$11.9K - $13.7K
|
13.3K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
136+ 1.99% |
$11.6K - $13.4K
|
6.99K
$791K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
135+ 0.32% |
$11.6K - $13.3K
|
42.9K
$4.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
134+ 1.73% |
$11.5K - $13.2K
|
7.88K
$892K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
133+ 3.22% |
$11.4K - $13.1K
|
4.26K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
133+ 3.15% |
$11.4K - $13.1K
|
4.36K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
132+ 1.78% |
$11.3K - $13K
|
7.55K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
127+ 5.45% |
$10.9K - $12.5K
|
2.46K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
127+ 0.77% |
$10.9K - $12.5K
|
16.7K
$1.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
125+ 0.79% |
$10.7K - $12.3K
|
16K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
125+ 0.25% |
$10.7K - $12.3K
|
50.3K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
123+ 0.28% |
$10.5K - $12.1K
|
44K
$4.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
120+ 5.26% |
$10.3K - $11.8K
|
2.4K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
120+ 0.26% |
$10.3K - $11.8K
|
46.8K
$5.3M
|