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 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.5KNew |
$895K - $1.03M
|
10.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 2.45% |
$879K - $1.01M
|
429K
$46.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
10.3K+ 28.73% |
$878K - $1.01M
|
45.9K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.2K+ 476.04% |
$876K - $1.01M
|
12.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
10.1K+ 3.26% |
$864K - $995K
|
320K
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
10.1K+ 18.37% |
$862K - $993K
|
64.9K
$7.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10K+ 3.15% |
$858K - $988K
|
328K
$35.7M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Inc
|
BUY
|
- |
10KNew |
$856K - $986K
|
10K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10K+ 40.0% |
$856K - $986K
|
35K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.95KNew |
$852K - $981K
|
9.95K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.87KNew |
$845K - $974K
|
9.87K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.82K+ 9.96% |
$841K - $969K
|
108K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
9.8K+ 5.92% |
$839K - $966K
|
175K
$19.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
9.72KNew |
$832K - $959K
|
9.72K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.66K+ 4830.0% |
$827K - $953K
|
9.86K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
9.6K+ 10.59% |
$822K - $947K
|
100K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
9.57KNew |
$819K - $944K
|
9.57K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
9.4KNew |
$804K - $927K
|
9.4K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
9.29K+ 15.14% |
$795K - $916K
|
70.6K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.2K+ 13.42% |
$788K - $907K
|
77.8K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.99K+ 42.79% |
$769K - $886K
|
30K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
8.97K+ 28.37% |
$768K - $885K
|
40.6K
$4.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.96K+ 10.77% |
$767K - $883K
|
92.1K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
8.95K+ 10.74% |
$766K - $882K
|
92.3K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
8.92K+ 2.7% |
$763K - $879K
|
339K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
8.87K+ 275.0% |
$759K - $874K
|
12.1K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$754K - $869K
|
8.81K
$959K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8.51K+ 40.2% |
$729K - $839K
|
29.7K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
8.35KNew |
$715K - $824K
|
8.35K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.25K+ 5.0% |
$706K - $814K
|
173K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.24K+ 10.37% |
$705K - $812K
|
87.7K
$9.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.2K+ 7.39% |
$702K - $808K
|
119K
$13M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
8.18K+ 28.26% |
$700K - $807K
|
37.1K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.09K+ 31.73% |
$692K - $797K
|
33.6K
$3.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.03K+ 12.04% |
$688K - $792K
|
74.8K
$8.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
7.99K+ 48.71% |
$684K - $788K
|
24.4K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 20.71% |
$682K - $785K
|
46.4K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
7.9K+ 9.91% |
$676K - $779K
|
87.6K
$9.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
7.85K+ 1.2% |
$672K - $774K
|
660K
$71.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.84K+ 14.09% |
$671K - $773K
|
63.5K
$6.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
7.83K+ 10.31% |
$671K - $772K
|
83.8K
$9.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
7.8KNew |
$668K - $769K
|
7.8K
$849K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
7.65K+ 1.96% |
$655K - $754K
|
398K
$43.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.59K+ 5.27% |
$650K - $749K
|
152K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.58KNew |
$648K - $747K
|
7.58K
$824K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.54K+ 13.16% |
$645K - $743K
|
64.8K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
7.44K+ 26.84% |
$637K - $733K
|
35.2K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
7.39KNew |
$632K - $728K
|
7.39K
$804K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
7.26K+ 20.19% |
$621K - $716K
|
43.2K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.26K+ 198.58% |
$621K - $716K
|
10.9K
$1.19M
|