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 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 0.51% |
$3.34K - $3.85K
|
7.68K
$862K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
38+ 0.13% |
$3.25K - $3.75K
|
29.3K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
38+ 0.41% |
$3.25K - $3.75K
|
9.27K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 0.44% |
$3.08K - $3.55K
|
8.21K
$921K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
35+ 0.32% |
$3K - $3.45K
|
10.9K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
34New |
$2.91K - $3.35K
|
34
$3.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
34+ 5.48% |
$2.91K - $3.35K
|
654
$73.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
34+ 0.06% |
$2.91K - $3.35K
|
52.7K
$5.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
32+ 2.36% |
$2.74K - $3.16K
|
1.39K
$156K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
32New |
$2.74K - $3.16K
|
32
$3.59K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
31+ 1.31% |
$2.65K - $3.06K
|
2.4K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
31+ 0.41% |
$2.65K - $3.06K
|
7.66K
$859K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.57K - $2.96K
|
3.65K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30+ 25.0% |
$2.57K - $2.96K
|
150
$16.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
29+ 0.79% |
$2.48K - $2.86K
|
3.72K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$2.48K - $2.86K
|
29
$3.25K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
29+ 0.08% |
$2.48K - $2.86K
|
36.5K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
28+ 0.37% |
$2.4K - $2.76K
|
7.51K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28+ 0.12% |
$2.4K - $2.76K
|
22.8K
$2.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 1.19% |
$2.31K - $2.66K
|
2.29K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.84% |
$2.31K - $2.66K
|
977
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 1.23% |
$2.31K - $2.66K
|
2.21K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
26+ 0.74% |
$2.23K - $2.56K
|
3.56K
$399K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
25+ 1.15% |
$2.14K - $2.47K
|
2.2K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.32% |
$2.14K - $2.47K
|
7.81K
$876K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
25+ 0.6% |
$2.14K - $2.47K
|
4.22K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
24+ 0.23% |
$2.05K - $2.37K
|
10.5K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23+ 1.52% |
$1.97K - $2.27K
|
1.54K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
22+ 0.53% |
$1.88K - $2.17K
|
4.18K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
22+ 0.95% |
$1.88K - $2.17K
|
2.34K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
21+ 0.28% |
$1.8K - $2.07K
|
7.52K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.27% |
$1.8K - $2.07K
|
7.75K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
21+ 3.47% |
$1.8K - $2.07K
|
626
$70.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 1.0% |
$1.71K - $1.97K
|
2.02K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19+ 6.74% |
$1.63K - $1.87K
|
301
$33.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
19+ 0.92% |
$1.63K - $1.87K
|
2.09K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18+ 0.14% |
$1.54K - $1.77K
|
13.2K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 900.0% |
$1.54K - $1.77K
|
20
$2.24K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
18+ 0.04% |
$1.54K - $1.77K
|
41.7K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
17+ 0.08% |
$1.46K - $1.68K
|
21.8K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.53% |
$1.37K - $1.58K
|
3.04K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16+ 0.2% |
$1.37K - $1.58K
|
8.02K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.49% |
$1.28K - $1.48K
|
3.05K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13+ 0.52% |
$1.11K - $1.28K
|
2.52K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 2.2% |
$1.11K - $1.28K
|
604
$67.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13+ 0.23% |
$1.11K - $1.28K
|
5.74K
$644K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
12+ 0.56% |
$1.03K - $1.18K
|
2.17K
$243K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.76% |
$1.03K - $1.18K
|
1.58K
$178K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.42% |
$1.03K - $1.18K
|
2.9K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12+ 0.05% |
$1.03K - $1.18K
|
25.3K
$2.84M
|