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 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$68.5K - $78.9K
|
800
$86.9K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
787+ 3.33% |
$67.4K - $77.6K
|
24.4K
$2.66M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$3.16M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
758+ 5.93% |
$64.9K - $74.7K
|
13.5K
$1.47M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
755+ 7.79% |
$64.6K - $74.5K
|
10.5K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
754+ 12.09% |
$64.5K - $74.4K
|
6.99K
$760K
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
754+ 12.21% |
$64.5K - $74.4K
|
6.93K
$753K
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
754+ 6.49% |
$64.5K - $74.4K
|
12.4K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
751+ 1.47% |
$64.3K - $74.1K
|
52K
$5.65M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
747New |
$63.9K - $73.7K
|
747
$81.2K
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
745+ 2.13% |
$63.8K - $73.5K
|
35.8K
$3.89M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
732+ 7.58% |
$62.7K - $72.2K
|
10.4K
$1.13M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
732New |
$62.7K - $72.2K
|
732
$79.5K
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
731+ 0.42% |
$62.6K - $72.1K
|
177K
$19.2M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
718+ 38.33% |
$61.5K - $70.8K
|
2.59K
$282K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
714+ 3.04% |
$61.1K - $70.4K
|
24.2K
$2.63M
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
712+ 6.23% |
$60.9K - $70.2K
|
12.1K
$1.32M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
708+ 23.05% |
$60.6K - $69.8K
|
3.78K
$411K
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
705+ 1.3% |
$60.3K - $69.5K
|
55K
$5.98M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
700+ 7.86% |
$59.9K - $69K
|
9.6K
$1.04M
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
697+ 8.03% |
$59.7K - $68.7K
|
9.38K
$1.02M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
693+ 4.44% |
$59.3K - $68.3K
|
16.3K
$1.77M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
691+ 2.49% |
$59.1K - $68.1K
|
28.5K
$3.09M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
681+ 7.27% |
$58.3K - $67.2K
|
10K
$1.09M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
668+ 2.65% |
$57.2K - $65.9K
|
25.9K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
665+ 14.84% |
$56.9K - $65.6K
|
5.15K
$559K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
664+ 18.71% |
$56.8K - $65.5K
|
4.21K
$458K
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
653+ 4.93% |
$55.9K - $64.4K
|
13.9K
$1.51M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
644+ 3.55% |
$55.1K - $63.5K
|
18.8K
$2.04M
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
643+ 2.51% |
$55K - $63.4K
|
26.2K
$2.85M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
642+ 9.52% |
$55K - $63.3K
|
7.39K
$803K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
632+ 17.51% |
$54.1K - $62.3K
|
4.24K
$461K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
632+ 3.57% |
$54.1K - $62.3K
|
18.3K
$1.99M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
632+ 3.57% |
$54.1K - $62.3K
|
18.3K
$1.99M
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
630+ 9.87% |
$53.9K - $62.1K
|
7.01K
$762K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
623New |
$53.3K - $61.4K
|
623
$67.7K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
623New |
$53.3K - $61.4K
|
623
$67.7K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
614+ 1.4% |
$52.6K - $60.5K
|
44.5K
$4.84M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
606+ 0.64% |
$51.9K - $59.8K
|
95.3K
$10.4M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
601+ 28.16% |
$51.4K - $59.3K
|
2.74K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
601+ 2.73% |
$51.4K - $59.3K
|
22.6K
$2.46M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.09% |
$51.4K - $59.2K
|
29.3K
$3.18M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$51.4K - $59.2K
|
600
$65.2K
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
595+ 22.0% |
$50.9K - $58.7K
|
3.3K
$359K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
594+ 0.96% |
$50.8K - $58.6K
|
62.5K
$6.79M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
593+ 5.75% |
$50.8K - $58.5K
|
10.9K
$1.18M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
590+ 5.43% |
$50.5K - $58.2K
|
11.4K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$50.4K - $58.1K
|
589
$64K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
589+ 4.35% |
$50.4K - $58.1K
|
14.1K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
589+ 3.55% |
$50.4K - $58.1K
|
17.2K
$1.87M
|