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 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
7KNew |
$599K - $690K
|
7K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.98KNew |
$597K - $688K
|
6.98K
$807K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
6.92K+ 18.21% |
$592K - $682K
|
44.9K
$5.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.85K+ 27.76% |
$586K - $676K
|
31.5K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
6.81K+ 335.39% |
$583K - $671K
|
8.83K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.57K+ 52.88% |
$563K - $648K
|
19K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.55K+ 3.43% |
$561K - $646K
|
197K
$22.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
6.55K+ 13.34% |
$560K - $645K
|
55.6K
$6.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.51K+ 7.7% |
$557K - $642K
|
91K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.38K+ 8.52% |
$546K - $629K
|
81.2K
$9.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
6.35K+ 4.33% |
$544K - $627K
|
153K
$17.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.35KNew |
$543K - $626K
|
6.35K
$734K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.33K+ 2.71% |
$542K - $624K
|
240K
$27.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.25K+ 34.8% |
$535K - $616K
|
24.2K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
6.16K+ 5.19% |
$527K - $607K
|
125K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.15K+ 11.1% |
$526K - $606K
|
61.5K
$7.11M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.14K+ 30.83% |
$526K - $606K
|
26.1K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
6.14K+ 1.9% |
$525K - $605K
|
329K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.11K+ 5.88% |
$523K - $603K
|
110K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.11K+ 67.17% |
$523K - $602K
|
15.2K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.05K+ 1.42% |
$518K - $596K
|
433K
$50.1M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.03KNew |
$516K - $594K
|
6.03K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.95K+ 1.58% |
$509K - $587K
|
384K
$44.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.94KNew |
$509K - $586K
|
5.94K
$687K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.91K+ 21.85% |
$506K - $582K
|
32.9K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
5.9K+ 1.88% |
$505K - $582K
|
319K
$36.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5.77KNew |
$494K - $569K
|
5.77K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.74K+ 1.35% |
$491K - $566K
|
431K
$49.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
5.71KNew |
$489K - $563K
|
5.71K
$661K
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
5.7K+ 1.02% |
$488K - $562K
|
566K
$65.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
5.7K+ 15.29% |
$488K - $562K
|
43K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.7KNew |
$488K - $562K
|
5.7K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.68K+ 124.15% |
$486K - $560K
|
10.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
5.63K+ 0.1% |
$482K - $555K
|
5.91M
$684M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.61KNew |
$480K - $553K
|
5.61K
$649K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
5.6K+ 5.08% |
$480K - $553K
|
116K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
5.59K+ 31.38% |
$478K - $551K
|
23.4K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.59K+ 47.92% |
$478K - $551K
|
17.2K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5.46K+ 3.88% |
$467K - $538K
|
146K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
5.45K+ 6.71% |
$466K - $537K
|
86.6K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.45K+ 13.17% |
$466K - $537K
|
46.8K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.4K+ 7.05% |
$463K - $533K
|
82.1K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.35K+ 7.4% |
$458K - $527K
|
77.7K
$8.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
5.29K+ 5.53% |
$453K - $522K
|
101K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
5.21K+ 12.29% |
$446K - $514K
|
47.6K
$5.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.18K+ 8.42% |
$444K - $511K
|
66.7K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.17K+ 4.08% |
$443K - $510K
|
132K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.15KNew |
$441K - $508K
|
5.15K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
4.95K+ 49.21% |
$423K - $488K
|
15K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.93K+ 13.29% |
$422K - $486K
|
42K
$4.86M
|