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 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.92KNew |
$421K - $485K
|
4.92K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.89K+ 1.68% |
$418K - $482K
|
295K
$34.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.88K+ 4.74% |
$418K - $481K
|
108K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.86K+ 1.04% |
$416K - $479K
|
474K
$54.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.84K+ 3.73% |
$414K - $477K
|
135K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
4.81K+ 1.85% |
$412K - $475K
|
265K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.8K+ 4.08% |
$411K - $474K
|
122K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.79K+ 2.04% |
$410K - $472K
|
239K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
4.78K+ 124.77% |
$409K - $471K
|
8.61K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.72K+ 192.3% |
$404K - $465K
|
7.17K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.47K+ 25.36% |
$382K - $440K
|
22.1K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.46K+ 42.87% |
$382K - $440K
|
14.9K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.46KNew |
$382K - $440K
|
4.46K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4.44K+ 3.85% |
$380K - $438K
|
120K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
4.44K+ 6.59% |
$380K - $438K
|
71.8K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.42K+ 68.16% |
$378K - $436K
|
10.9K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.41K+ 16.83% |
$377K - $435K
|
30.6K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
4.4K+ 19.56% |
$377K - $434K
|
26.9K
$3.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.37K+ 200.64% |
$374K - $431K
|
6.55K
$758K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.36K+ 6.1% |
$374K - $430K
|
75.9K
$8.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
4.3K+ 0.56% |
$368K - $424K
|
769K
$88.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
4.14K+ 4.44% |
$355K - $409K
|
97.4K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.14K+ 44.87% |
$354K - $408K
|
13.4K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
4.12K+ 2.93% |
$353K - $407K
|
145K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.11K+ 1.79% |
$352K - $405K
|
234K
$27.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
4.03K+ 2252.51% |
$345K - $398K
|
4.21K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.01KNew |
$343K - $396K
|
4.01K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4K+ 9.59% |
$342K - $394K
|
45.7K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.97K+ 425.27% |
$340K - $392K
|
4.91K
$567K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.97K+ 19.16% |
$339K - $391K
|
24.7K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.95K+ 51.86% |
$338K - $390K
|
11.6K
$1.34M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.93K+ 37.7% |
$336K - $387K
|
14.3K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.91K+ 35.97% |
$335K - $386K
|
14.8K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.91KNew |
$335K - $385K
|
3.91K
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.9K+ 16.02% |
$334K - $384K
|
28.2K
$3.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.87K+ 28.67% |
$332K - $382K
|
17.4K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.87K+ 11.45% |
$331K - $382K
|
37.7K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.84K+ 8.26% |
$329K - $379K
|
50.3K
$5.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.83K+ 9.46% |
$328K - $378K
|
44.3K
$5.13M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.83K+ 11.23% |
$328K - $377K
|
37.9K
$4.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.82K+ 7.21% |
$327K - $377K
|
56.8K
$6.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.81K+ 27.78% |
$326K - $375K
|
17.5K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
3.8K+ 4.3% |
$325K - $375K
|
92.1K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.8KNew |
$325K - $374K
|
3.8K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.8K+ 73.43% |
$325K - $374K
|
8.97K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.79K+ 4.64% |
$324K - $374K
|
85.4K
$9.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 120.15% |
$324K - $373K
|
6.94K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
3.68KNew |
$315K - $363K
|
3.68K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.67K+ 13.8% |
$314K - $362K
|
30.3K
$3.5M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.67K+ 19.44% |
$314K - $362K
|
22.5K
$2.61M
|