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 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.8KNew |
$325K - $374K
|
3.8K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.8K+ 73.43% |
$325K - $374K
|
8.97K
$990K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.79K+ 4.64% |
$324K - $374K
|
85.4K
$9.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 120.15% |
$324K - $373K
|
6.94K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
3.68KNew |
$315K - $363K
|
3.68K
$406K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.67K+ 13.8% |
$314K - $362K
|
30.3K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.67K+ 19.44% |
$314K - $362K
|
22.5K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.66KNew |
$314K - $361K
|
3.66K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.64K+ 27.58% |
$312K - $359K
|
16.8K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.63K+ 11.99% |
$311K - $358K
|
33.9K
$3.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.62K+ 10.54% |
$310K - $357K
|
38K
$4.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
3.61KNew |
$309K - $356K
|
3.61K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.59K+ 21.99% |
$307K - $354K
|
19.9K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 3.21% |
$303K - $350K
|
114K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.5KNew |
$299K - $345K
|
3.5K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.49K+ 2.59% |
$298K - $344K
|
138K
$15.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.44K+ 3.32% |
$294K - $339K
|
107K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.41K+ 87.76% |
$292K - $337K
|
7.3K
$806K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 19.58% |
$291K - $335K
|
20.7K
$2.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.34KNew |
$286K - $329K
|
3.34K
$369K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.3K+ 18.05% |
$282K - $325K
|
21.6K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.29K+ 11.17% |
$282K - $325K
|
32.8K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.28KNew |
$280K - $323K
|
3.28K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.23K+ 6.12% |
$277K - $319K
|
56.1K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.21K+ 151.82% |
$275K - $317K
|
5.33K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.21K+ 6.49% |
$275K - $316K
|
52.6K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.19K+ 17.52% |
$273K - $314K
|
21.4K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.17K+ 62.85% |
$271K - $312K
|
8.21K
$906K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
3.14K+ 75.43% |
$269K - $309K
|
7.3K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
3.11K+ 11.91% |
$266K - $307K
|
29.3K
$3.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.11K+ 522.69% |
$266K - $307K
|
3.71K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
3.11K+ 2.5% |
$266K - $306K
|
127K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
3.1K+ 16.32% |
$266K - $306K
|
22.1K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
3.07K+ 73.05% |
$263K - $303K
|
7.28K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.04K+ 12.35% |
$260K - $300K
|
27.7K
$3.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.04K+ 11.5% |
$260K - $299K
|
29.4K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.02K+ 8.98% |
$259K - $298K
|
36.7K
$4.05M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
3.02K+ 61.97% |
$259K - $298K
|
7.9K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
3.01K+ 2.06% |
$258K - $297K
|
149K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.01K+ 80.63% |
$257K - $296K
|
6.73K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3KNew |
$256K - $295K
|
3K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.95KNew |
$253K - $291K
|
2.95K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.95K+ 1.76% |
$252K - $291K
|
170K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.93K+ 29.57% |
$250K - $288K
|
12.8K
$1.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.87K+ 3.45% |
$246K - $283K
|
86.2K
$9.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.87KNew |
$246K - $283K
|
2.87K
$317K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.87KNew |
$245K - $283K
|
2.87K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.87K+ 15.94% |
$245K - $283K
|
20.9K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.86K+ 32.7% |
$245K - $282K
|
11.6K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.83K+ 5.47% |
$242K - $279K
|
54.6K
$6.02M
|