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 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-25- 0.26% |
$2.23K - $3.06K
|
9.43K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-26- 0.8% |
$2.32K - $3.18K
|
3.22K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26- 0.96% |
$2.32K - $3.18K
|
2.68K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.15% |
$2.41K - $3.3K
|
17.6K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-29- 1.17% |
$2.59K - $3.55K
|
2.46K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-29- 0.06% |
$2.59K - $3.55K
|
50.5K
$5.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-30- 0.94% |
$2.68K - $3.67K
|
3.16K
$366K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-30- 0.12% |
$2.68K - $3.67K
|
25.2K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 1.63% |
$2.68K - $3.67K
|
1.82K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-31- 0.45% |
$2.77K - $3.79K
|
6.84K
$793K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-31- 26.72% |
$2.77K - $3.79K
|
85
$9.86K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 3.73% |
$2.95K - $4.04K
|
851
$98.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-33- 19.76% |
$2.95K - $4.04K
|
134
$15.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-33- 0.29% |
$2.95K - $4.04K
|
11.2K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-34- 0.86% |
$3.04K - $4.16K
|
3.93K
$456K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-35- 1.09% |
$3.13K - $4.28K
|
3.17K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 5.99% |
$3.13K - $4.28K
|
549
$63.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36- 1.06% |
$3.21K - $4.4K
|
3.37K
$391K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-36- 0.89% |
$3.21K - $4.4K
|
3.99K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-37- 4.2% |
$3.3K - $4.53K
|
845
$98K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-37- 1.41% |
$3.3K - $4.53K
|
2.59K
$300K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 0.71% |
$3.39K - $4.65K
|
5.3K
$615K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-38- 4.18% |
$3.39K - $4.65K
|
872
$101K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-38- 14.9% |
$3.39K - $4.65K
|
217
$25.2K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.26% |
$3.57K - $4.89K
|
15.3K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-40- 0.12% |
$3.57K - $4.89K
|
33.3K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-40- 1.59% |
$3.57K - $4.89K
|
2.48K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-40- 0.25% |
$3.57K - $4.89K
|
15.8K
$1.84M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-40- 0.7% |
$3.57K - $4.89K
|
5.64K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-42- 0.76% |
$3.75K - $5.14K
|
5.46K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-42- 0.62% |
$3.75K - $5.14K
|
6.71K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-42- 0.58% |
$3.75K - $5.14K
|
7.2K
$835K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-43- 1.63% |
$3.84K - $5.26K
|
2.6K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-43- 0.05% |
$3.84K - $5.26K
|
91.6K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-43- 0.55% |
$3.84K - $5.26K
|
7.78K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-43- 0.37% |
$3.84K - $5.26K
|
11.6K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-44- 0.32% |
$3.93K - $5.38K
|
13.6K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-45- 1.13% |
$4.02K - $5.51K
|
3.94K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-45- 2.0% |
$4.02K - $5.51K
|
2.2K
$256K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-45- 0.56% |
$4.02K - $5.51K
|
7.97K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-45- 0.52% |
$4.02K - $5.51K
|
8.65K
$1M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-46- 1.41% |
$4.11K - $5.63K
|
3.21K
$373K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-48- 30.97% |
$4.29K - $5.87K
|
107
$12.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-48- 69.57% |
$4.29K - $5.87K
|
21
$2.44K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-49- 2.65% |
$4.38K - $6K
|
1.8K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-49- 1.44% |
$4.38K - $6K
|
3.34K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 1.23% |
$4.38K - $6K
|
3.95K
$458K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 0.56% |
$4.46K - $6.12K
|
8.95K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 1.72% |
$4.46K - $6.12K
|
2.87K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-50- 33.33% |
$4.46K - $6.12K
|
100
$11.6K
|