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 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2.38K+ 7.84% |
$212K - $291K
|
32.7K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.38K+ 6255.26% |
$212K - $291K
|
2.42K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.37KNew |
$212K - $290K
|
2.37K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.37K+ 19.87% |
$212K - $290K
|
14.3K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.37K+ 19.83% |
$211K - $289K
|
14.3K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$210K - $288K
|
2.36K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.35KNew |
$210K - $288K
|
2.35K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.32KNew |
$207K - $283K
|
2.32K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.31KNew |
$206K - $282K
|
2.31K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.3KNew |
$206K - $282K
|
2.3K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.3KNew |
$206K - $282K
|
2.3K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.29KNew |
$205K - $280K
|
2.29K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.29K+ 5.46% |
$205K - $280K
|
44.3K
$4.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 21.8% |
$204K - $280K
|
12.8K
$1.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.28K+ 20.64% |
$204K - $279K
|
13.3K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.28K+ 4.72% |
$204K - $279K
|
50.6K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.28KNew |
$203K - $279K
|
2.28K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.28K+ 7.19% |
$203K - $279K
|
33.9K
$3.76M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.26KNew |
$202K - $277K
|
2.26K
$251K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 32.13% |
$202K - $277K
|
9.3K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.26K+ 25.42% |
$202K - $276K
|
11.1K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.26KNew |
$202K - $276K
|
2.26K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$201K - $276K
|
2.26K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 68.33% |
$201K - $275K
|
5.54K
$614K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.25K+ 19.5% |
$200K - $275K
|
13.8K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$249K
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.24K+ 32.78% |
$200K - $274K
|
9.08K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.24K+ 4.72% |
$200K - $274K
|
49.6K
$5.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.24KNew |
$200K - $273K
|
2.24K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
2.23K+ 0.59% |
$199K - $273K
|
381K
$42.3M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.23KNew |
$199K - $273K
|
2.23K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.22K+ 3.65% |
$198K - $272K
|
63.1K
$6.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.22K+ 0.69% |
$198K - $272K
|
323K
$35.8M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.22KNew |
$198K - $271K
|
2.22K
$246K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.22KNew |
$198K - $271K
|
2.22K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.21KNew |
$198K - $271K
|
2.21K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.21KNew |
$197K - $270K
|
2.21K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.21KNew |
$197K - $270K
|
2.21K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.21KNew |
$197K - $270K
|
2.21K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.2KNew |
$197K - $270K
|
2.2K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.19K+ 13.45% |
$195K - $268K
|
18.5K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$242K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$242K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $267K
|
2.18K
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.17KNew |
$194K - $266K
|
2.17K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.16K+ 14.89% |
$193K - $264K
|
16.7K
$1.85M
|