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 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
120+ 2.24% |
$10.3K - $11.8K
|
5.49K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
120+ 2.14% |
$10.3K - $11.8K
|
5.73K
$648K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
119+ 0.71% |
$10.2K - $11.7K
|
16.8K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
117+ 2.9% |
$10K - $11.5K
|
4.15K
$470K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
116+ 1.41% |
$9.93K - $11.4K
|
8.35K
$945K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
115+ 1.25% |
$9.84K - $11.3K
|
9.32K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
115+ 0.7% |
$9.84K - $11.3K
|
16.5K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
114+ 0.72% |
$9.76K - $11.2K
|
15.9K
$1.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
113+ 1.37% |
$9.67K - $11.1K
|
8.39K
$950K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
112New |
$9.59K - $11K
|
112
$12.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
111+ 0.79% |
$9.5K - $10.9K
|
14.1K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
110New |
$9.42K - $10.8K
|
110
$12.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
110+ 1.86% |
$9.42K - $10.8K
|
6.02K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
109+ 4.05% |
$9.33K - $10.7K
|
2.8K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
108+ 0.31% |
$9.24K - $10.6K
|
35K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
106+ 0.32% |
$9.07K - $10.5K
|
33.1K
$3.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
106+ 0.92% |
$9.07K - $10.5K
|
11.7K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
104+ 1.73% |
$8.9K - $10.3K
|
6.13K
$694K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
103+ 4.32% |
$8.82K - $10.2K
|
2.49K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
102+ 0.54% |
$8.73K - $10.1K
|
18.9K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
100+ 3.27% |
$8.56K - $9.86K
|
3.16K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 2.04% |
$8.56K - $9.86K
|
5K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 1.46% |
$8.56K - $9.86K
|
6.97K
$789K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
BUY
|
- |
99+ 0.22% |
$8.47K - $9.76K
|
45.5K
$5.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
99+ 1.97% |
$8.47K - $9.76K
|
5.13K
$581K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 3.16% |
$8.3K - $9.57K
|
3.17K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96+ 1.11% |
$8.22K - $9.47K
|
8.78K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
96+ 2.53% |
$8.22K - $9.47K
|
3.88K
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
95+ 1.02% |
$8.13K - $9.37K
|
9.38K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 10.29% |
$8.13K - $9.37K
|
1.02K
$115K
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
95+ 3.01% |
$8.13K - $9.37K
|
3.26K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
92+ 2.98% |
$7.88K - $9.07K
|
3.18K
$360K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 0.79% |
$7.88K - $9.07K
|
11.7K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
92+ 1.25% |
$7.88K - $9.07K
|
7.48K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
92+ 11.47% |
$7.88K - $9.07K
|
894
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
92+ 1.6% |
$7.88K - $9.07K
|
5.83K
$660K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
91+ 4.15% |
$7.79K - $8.97K
|
2.28K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89+ 6.52% |
$7.62K - $8.78K
|
1.45K
$164K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
87+ 51.79% |
$7.45K - $8.58K
|
255
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
86+ 0.06% |
$7.36K - $8.48K
|
147K
$16.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
84+ 1.88% |
$7.19K - $8.28K
|
4.55K
$515K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
84+ 1.18% |
$7.19K - $8.28K
|
7.21K
$816K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
83+ 2.27% |
$7.1K - $8.18K
|
3.74K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 3.0% |
$7.1K - $8.18K
|
2.85K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
83+ 2.18% |
$7.1K - $8.18K
|
3.9K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
83+ 3.64% |
$7.1K - $8.18K
|
2.37K
$268K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
81+ 0.22% |
$6.93K - $7.99K
|
36.1K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$424K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 0.11% |
$6.85K - $7.89K
|
75K
$8.48M
|