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
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
92+ 11.47% |
$7.88K - $9.07K
|
894
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
92+ 1.6% |
$7.88K - $9.07K
|
5.83K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
91+ 4.15% |
$7.79K - $8.97K
|
2.28K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89+ 6.52% |
$7.62K - $8.78K
|
1.45K
$165K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
87+ 51.79% |
$7.45K - $8.58K
|
255
$29K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
86+ 0.06% |
$7.36K - $8.48K
|
147K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
84+ 1.88% |
$7.19K - $8.28K
|
4.55K
$516K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
84+ 1.18% |
$7.19K - $8.28K
|
7.21K
$819K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
83+ 2.27% |
$7.1K - $8.18K
|
3.74K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 3.0% |
$7.1K - $8.18K
|
2.85K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
83+ 2.18% |
$7.1K - $8.18K
|
3.9K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
83+ 3.64% |
$7.1K - $8.18K
|
2.37K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
81+ 0.22% |
$6.93K - $7.99K
|
36.1K
$4.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 0.11% |
$6.85K - $7.89K
|
75K
$8.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 1.74% |
$6.76K - $7.79K
|
4.62K
$524K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76+ 3.34% |
$6.51K - $7.49K
|
2.35K
$267K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.38% |
$6.42K - $7.4K
|
3.22K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.07% |
$6.42K - $7.4K
|
107K
$12.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
74+ 0.1% |
$6.33K - $7.3K
|
75.3K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
74+ 0.49% |
$6.33K - $7.3K
|
15.1K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 1.36% |
$6.25K - $7.2K
|
5.44K
$618K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
72+ 19.57% |
$6.16K - $7.1K
|
440
$50K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 1.19% |
$6.08K - $7K
|
6.04K
$686K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
70New |
$5.99K - $6.9K
|
70
$7.95K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
69+ 1.01% |
$5.91K - $6.8K
|
6.92K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 0.28% |
$5.91K - $6.8K
|
24.5K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
69+ 1.19% |
$5.91K - $6.8K
|
5.85K
$664K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68+ 7.04% |
$5.82K - $6.71K
|
1.03K
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
67+ 0.28% |
$5.74K - $6.61K
|
24.2K
$2.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
67+ 6.8% |
$5.74K - $6.61K
|
1.05K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
67+ 0.8% |
$5.74K - $6.61K
|
8.42K
$956K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
66+ 1.22% |
$5.65K - $6.51K
|
5.5K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
66+ 1.95% |
$5.65K - $6.51K
|
3.45K
$392K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
66+ 0.42% |
$5.65K - $6.51K
|
15.8K
$1.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
64+ 0.86% |
$5.48K - $6.31K
|
7.5K
$852K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
64+ 2.57% |
$5.48K - $6.31K
|
2.55K
$290K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
64+ 2.52% |
$5.48K - $6.31K
|
2.61K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
64+ 2.21% |
$5.48K - $6.31K
|
2.96K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
63+ 1.73% |
$5.39K - $6.21K
|
3.7K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
62+ 0.8% |
$5.31K - $6.11K
|
7.82K
$889K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
61+ 0.34% |
$5.22K - $6.02K
|
17.8K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.19% |
$5.22K - $6.02K
|
32.7K
$3.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 2.43% |
$5.14K - $5.92K
|
2.53K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
58+ 0.17% |
$4.96K - $5.72K
|
33.8K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 57.0% |
$4.88K - $5.62K
|
157
$17.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54+ 5.39% |
$4.62K - $5.32K
|
1.06K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
54+ 0.72% |
$4.62K - $5.32K
|
7.61K
$864K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
54+ 2.45% |
$4.62K - $5.32K
|
2.26K
$257K
|