Purchases and Sales Made in Q1 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.35K+ 16.59% |
$835K - $1.14M
|
65.7K
$7.14M
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
9.3KNew |
$830K - $1.14M
|
9.3K
$1.01M
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
9.17K+ 35.64% |
$819K - $1.12M
|
34.9K
$3.79M
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9.11K+ 8.85% |
$814K - $1.11M
|
112K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
9.06K+ 80.64% |
$809K - $1.11M
|
20.3K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
9.03K+ 97.61% |
$806K - $1.1M
|
18.3K
$1.99M
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
9K+ 56.25% |
$804K - $1.1M
|
25K
$2.72M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.97K+ 129.18% |
$801K - $1.1M
|
15.9K
$1.73M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.96K+ 86.13% |
$800K - $1.1M
|
19.4K
$2.1M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.78K+ 9.53% |
$784K - $1.07M
|
101K
$11M
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
8.75KNew |
$781K - $1.07M
|
8.75K
$950K
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
8.7K+ 4.07% |
$777K - $1.06M
|
223K
$24.2M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.69K+ 0.75% |
$776K - $1.06M
|
1.17M
$128M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
8.66K+ 15.82% |
$773K - $1.06M
|
63.4K
$6.89M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.58K+ 4.24% |
$766K - $1.05M
|
211K
$22.9M
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
8.54KNew |
$762K - $1.04M
|
8.54K
$928K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.5K+ 9.12% |
$759K - $1.04M
|
102K
$11M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
BUY
|
- |
8.48K+ 37.45% |
$757K - $1.04M
|
31.1K
$3.38M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.45K+ 21.97% |
$755K - $1.03M
|
46.9K
$5.1M
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.45K+ 37.19% |
$754K - $1.03M
|
31.2K
$3.38M
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
8.4K+ 30.44% |
$750K - $1.03M
|
36K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.4K+ 14.06% |
$750K - $1.03M
|
68.1K
$7.4M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.37K+ 51.28% |
$747K - $1.02M
|
24.7K
$2.68M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.24K+ 131.49% |
$736K - $1.01M
|
14.5K
$1.58M
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
8.16K+ 22.11% |
$728K - $998K
|
45K
$4.89M
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
8.12K+ 149.87% |
$725K - $994K
|
13.5K
$1.47M
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
8.03K+ 27.36% |
$717K - $983K
|
37.4K
$4.06M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
8.02K+ 22.84% |
$716K - $982K
|
43.1K
$4.69M
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
8K+ 1.62% |
$714K - $979K
|
503K
$54.6M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
7.93K+ 9.59% |
$708K - $970K
|
90.6K
$9.84M
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
7.89K+ 18.35% |
$704K - $965K
|
50.8K
$5.52M
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.84K+ 13.02% |
$700K - $959K
|
68.1K
$7.4M
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
7.84KNew |
$700K - $959K
|
7.84K
$852K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.82K+ 38.97% |
$698K - $956K
|
27.9K
$3.03M
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.78K+ 4.87% |
$695K - $952K
|
168K
$18.2M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.74K+ 20.47% |
$691K - $947K
|
45.6K
$4.95M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.71K+ 18.6% |
$689K - $944K
|
49.2K
$5.34M
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7.62KNew |
$680K - $932K
|
7.62K
$827K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.51K+ 11.27% |
$671K - $919K
|
74.1K
$8.05M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$667K - $914K
|
7.47K
$812K
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
7.45KNew |
$665K - $912K
|
7.45K
$810K
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.34KNew |
$656K - $899K
|
7.34K
$798K
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
7.33KNew |
$655K - $897K
|
7.33K
$797K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.31KNew |
$652K - $894K
|
7.31K
$794K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
7.3K+ 110.48% |
$652K - $894K
|
13.9K
$1.51M
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
7.28K+ 17.03% |
$650K - $890K
|
50K
$5.43M
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.24K+ 250.94% |
$647K - $886K
|
10.1K
$1.1M
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.19K+ 27.76% |
$642K - $880K
|
33.1K
$3.6M
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
7.16K+ 2.44% |
$639K - $876K
|
300K
$32.6M
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
7.07K+ 27.7% |
$631K - $865K
|
32.6K
$3.54M
|