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 |
---|---|---|---|---|---|---|---|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-31- 26.72% |
$2.77K - $3.79K
|
85
$7.95K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 3.73% |
$2.95K - $4.04K
|
851
$79.6K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-33- 19.76% |
$2.95K - $4.04K
|
134
$12.5K
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-33- 0.29% |
$2.95K - $4.04K
|
11.2K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-34- 0.86% |
$3.04K - $4.16K
|
3.93K
$367K
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-35- 1.09% |
$3.13K - $4.28K
|
3.17K
$296K
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 5.99% |
$3.13K - $4.28K
|
549
$51.3K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36- 1.06% |
$3.21K - $4.4K
|
3.37K
$315K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-37- 4.2% |
$3.3K - $4.53K
|
845
$79K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-37- 1.41% |
$3.3K - $4.53K
|
2.59K
$242K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 0.71% |
$3.39K - $4.65K
|
5.3K
$496K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-38- 4.18% |
$3.39K - $4.65K
|
872
$81.5K
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-38- 14.9% |
$3.39K - $4.65K
|
217
$20.3K
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.26% |
$3.57K - $4.89K
|
15.3K
$1.43M
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-40- 0.12% |
$3.57K - $4.89K
|
33.3K
$3.12M
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-40- 1.59% |
$3.57K - $4.89K
|
2.48K
$232K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-40- 0.25% |
$3.57K - $4.89K
|
15.8K
$1.48M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-42- 0.76% |
$3.75K - $5.14K
|
5.46K
$510K
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-42- 0.62% |
$3.75K - $5.14K
|
6.71K
$627K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-42- 0.58% |
$3.75K - $5.14K
|
7.2K
$673K
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-43- 1.63% |
$3.84K - $5.26K
|
2.6K
$243K
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-43- 0.05% |
$3.84K - $5.26K
|
91.6K
$8.57M
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-43- 0.55% |
$3.84K - $5.26K
|
7.78K
$727K
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-43- 0.37% |
$3.84K - $5.26K
|
11.6K
$1.08M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-44- 0.32% |
$3.93K - $5.38K
|
13.6K
$1.27M
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-45- 1.13% |
$4.02K - $5.51K
|
3.94K
$368K
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-45- 2.0% |
$4.02K - $5.51K
|
2.2K
$206K
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-45- 0.56% |
$4.02K - $5.51K
|
7.97K
$745K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-45- 0.52% |
$4.02K - $5.51K
|
8.65K
$809K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-46- 1.41% |
$4.11K - $5.63K
|
3.21K
$300K
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-48- 30.97% |
$4.29K - $5.87K
|
107
$10K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-48- 69.57% |
$4.29K - $5.87K
|
21
$1.96K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-49- 2.65% |
$4.38K - $6K
|
1.8K
$168K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-49- 1.44% |
$4.38K - $6K
|
3.34K
$313K
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-49- 1.23% |
$4.38K - $6K
|
3.95K
$369K
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-50- 0.56% |
$4.46K - $6.12K
|
8.95K
$837K
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-50- 1.72% |
$4.46K - $6.12K
|
2.87K
$268K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-50- 33.33% |
$4.46K - $6.12K
|
100
$9.35K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-50- 2.1% |
$4.46K - $6.12K
|
2.33K
$217K
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-50- 8.85% |
$4.46K - $6.12K
|
515
$48.1K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-50- 0.87% |
$4.46K - $6.12K
|
5.69K
$532K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 75.36% |
$4.64K - $6.36K
|
17
$1.59K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-52- 0.19% |
$4.64K - $6.36K
|
27.7K
$2.59M
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-52- 0.26% |
$4.64K - $6.36K
|
19.6K
$1.83M
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-54- 0.25% |
$4.82K - $6.61K
|
21.2K
$1.98M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-54- 0.9% |
$4.82K - $6.61K
|
5.94K
$555K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-55- 0.49% |
$4.91K - $6.73K
|
11.2K
$1.05M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 0.17% |
$4.91K - $6.73K
|
31.8K
$2.97M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 1.96% |
$5K - $6.85K
|
2.8K
$262K
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-56- 1.28% |
$5K - $6.85K
|
4.31K
$403K
|