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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$536 - $734
|
3.81K
$442K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-6- 0.04% |
$536 - $734
|
15.8K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.14% |
$536 - $734
|
4.33K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-6- 0.01% |
$536 - $734
|
78.1K
$9.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.11% |
$714 - $979
|
7.53K
$873K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-8- 0.01% |
$714 - $979
|
65.6K
$7.61M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.05% |
$804 - $1.1K
|
18.2K
$2.11M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 28.57% |
$893 - $1.22K
|
25
$2.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-10- 0.33% |
$893 - $1.22K
|
2.99K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.02% |
$893 - $1.22K
|
41.5K
$4.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-10- 0.22% |
$893 - $1.22K
|
4.47K
$519K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-10- 0.23% |
$893 - $1.22K
|
4.32K
$501K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 0.09% |
$893 - $1.22K
|
11.6K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 4.05% |
$893 - $1.22K
|
237
$27.5K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-11- 0.46% |
$982 - $1.35K
|
2.37K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-12- 0.12% |
$1.07K - $1.47K
|
9.76K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-12- 4.6% |
$1.07K - $1.47K
|
249
$28.9K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 0.12% |
$1.07K - $1.47K
|
9.7K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13- 0.19% |
$1.16K - $1.59K
|
6.95K
$806K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 0.57% |
$1.16K - $1.59K
|
2.28K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-13- 0.42% |
$1.16K - $1.59K
|
3.09K
$359K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.34% |
$1.16K - $1.59K
|
3.77K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-13- 0.04% |
$1.16K - $1.59K
|
35.8K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 1.39% |
$1.16K - $1.59K
|
923
$107K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-13- 0.38% |
$1.16K - $1.59K
|
3.39K
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-14- 0.19% |
$1.25K - $1.71K
|
7.55K
$876K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-14- 0.43% |
$1.25K - $1.71K
|
3.21K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-15- 0.03% |
$1.34K - $1.84K
|
45.6K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 0.74% |
$1.34K - $1.84K
|
2.01K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-17- 0.58% |
$1.52K - $2.08K
|
2.91K
$338K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-18- 1.13% |
$1.61K - $2.2K
|
1.57K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-18- 0.2% |
$1.61K - $2.2K
|
9.16K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18- 0.76% |
$1.61K - $2.2K
|
2.34K
$271K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 0.38% |
$1.7K - $2.32K
|
4.92K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-19- 0.61% |
$1.7K - $2.32K
|
3.09K
$358K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19- 7.82% |
$1.7K - $2.32K
|
224
$26K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.35% |
$1.79K - $2.45K
|
5.74K
$665K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-20- 0.62% |
$1.79K - $2.45K
|
3.21K
$373K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-20- 0.64% |
$1.79K - $2.45K
|
3.08K
$358K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$1.79K - $2.45K
|
6.23K
$723K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.74% |
$1.79K - $2.45K
|
2.7K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-23- 0.87% |
$2.05K - $2.81K
|
2.64K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-23- 0.06% |
$2.05K - $2.81K
|
40.1K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-23- 4.91% |
$2.05K - $2.81K
|
445
$51.6K
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-23- 0.23% |
$2.05K - $2.81K
|
10.1K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-24- 0.2% |
$2.14K - $2.94K
|
12K
$1.39M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-25- 0.31% |
$2.23K - $3.06K
|
8.08K
$937K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-25- 0.13% |
$2.23K - $3.06K
|
18.9K
$2.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.09% |
$2.23K - $3.06K
|
26.6K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 7.25% |
$2.23K - $3.06K
|
320
$37.1K
|