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
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 0.11% |
$6.85K - $7.89K
|
75K
$8.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 1.74% |
$6.76K - $7.79K
|
4.62K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76+ 3.34% |
$6.51K - $7.49K
|
2.35K
$260K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.38% |
$6.42K - $7.4K
|
3.22K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.07% |
$6.42K - $7.4K
|
107K
$11.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
74+ 0.1% |
$6.33K - $7.3K
|
75.3K
$8.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
74+ 0.49% |
$6.33K - $7.3K
|
15.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 1.36% |
$6.25K - $7.2K
|
5.44K
$602K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
72+ 19.57% |
$6.16K - $7.1K
|
440
$48.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 1.19% |
$6.08K - $7K
|
6.04K
$668K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
70New |
$5.99K - $6.9K
|
70
$7.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
69+ 1.01% |
$5.91K - $6.8K
|
6.92K
$765K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 0.28% |
$5.91K - $6.8K
|
24.5K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
69+ 1.19% |
$5.91K - $6.8K
|
5.85K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68+ 7.04% |
$5.82K - $6.71K
|
1.03K
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
67+ 0.28% |
$5.74K - $6.61K
|
24.2K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
67+ 6.8% |
$5.74K - $6.61K
|
1.05K
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
67+ 0.8% |
$5.74K - $6.61K
|
8.42K
$931K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
66+ 1.22% |
$5.65K - $6.51K
|
5.5K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
66+ 1.95% |
$5.65K - $6.51K
|
3.45K
$381K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
66+ 0.42% |
$5.65K - $6.51K
|
15.8K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
64+ 0.86% |
$5.48K - $6.31K
|
7.5K
$829K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
64+ 2.57% |
$5.48K - $6.31K
|
2.55K
$282K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
64+ 2.52% |
$5.48K - $6.31K
|
2.61K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
64+ 2.21% |
$5.48K - $6.31K
|
2.96K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
63+ 1.73% |
$5.39K - $6.21K
|
3.7K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
62+ 0.8% |
$5.31K - $6.11K
|
7.82K
$865K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
61+ 0.34% |
$5.22K - $6.02K
|
17.8K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
61+ 0.19% |
$5.22K - $6.02K
|
32.7K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 2.43% |
$5.14K - $5.92K
|
2.53K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
58+ 0.17% |
$4.96K - $5.72K
|
33.8K
$3.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 57.0% |
$4.88K - $5.62K
|
157
$17.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54+ 5.39% |
$4.62K - $5.32K
|
1.06K
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
54+ 0.72% |
$4.62K - $5.32K
|
7.61K
$841K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
54+ 2.45% |
$4.62K - $5.32K
|
2.26K
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
53+ 4.11% |
$4.54K - $5.23K
|
1.34K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
53+ 2.25% |
$4.54K - $5.23K
|
2.41K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 70.67% |
$4.54K - $5.23K
|
128
$14.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
52+ 0.07% |
$4.45K - $5.13K
|
74.8K
$8.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
51+ 0.04% |
$4.37K - $5.03K
|
133K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
51+ 0.81% |
$4.37K - $5.03K
|
6.31K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
51+ 1.05% |
$4.37K - $5.03K
|
4.89K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
50+ 1.05% |
$4.28K - $4.93K
|
4.8K
$531K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
49+ 0.96% |
$4.19K - $4.83K
|
5.14K
$569K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
48+ 1.34% |
$4.11K - $4.73K
|
3.62K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
47+ 0.65% |
$4.02K - $4.63K
|
7.23K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
46+ 1.18% |
$3.94K - $4.54K
|
3.96K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
46+ 2.53% |
$3.94K - $4.54K
|
1.86K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 3.2% |
$3.85K - $4.44K
|
1.45K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
44+ 0.58% |
$3.77K - $4.34K
|
7.62K
$842K
|