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 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-50- 2.1% |
$4.46K - $6.12K
|
2.33K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-50- 8.85% |
$4.46K - $6.12K
|
515
$59.7K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-50- 0.87% |
$4.46K - $6.12K
|
5.69K
$660K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 75.36% |
$4.64K - $6.36K
|
17
$1.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-52- 0.19% |
$4.64K - $6.36K
|
27.7K
$3.21M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-52- 0.26% |
$4.64K - $6.36K
|
19.6K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-54- 0.25% |
$4.82K - $6.61K
|
21.2K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-54- 0.9% |
$4.82K - $6.61K
|
5.94K
$688K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-55- 0.49% |
$4.91K - $6.73K
|
11.2K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 0.17% |
$4.91K - $6.73K
|
31.8K
$3.68M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 1.96% |
$5K - $6.85K
|
2.8K
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-56- 1.28% |
$5K - $6.85K
|
4.31K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-59- 0.59% |
$5.27K - $7.22K
|
10K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-59- 3.93% |
$5.27K - $7.22K
|
1.44K
$167K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-59- 1.84% |
$5.27K - $7.22K
|
3.15K
$366K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-60- 1.12% |
$5.36K - $7.34K
|
5.29K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-62- 14.42% |
$5.54K - $7.59K
|
368
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-62- 0.8% |
$5.54K - $7.59K
|
7.69K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-63- 0.19% |
$5.63K - $7.71K
|
32.4K
$3.76M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-64- 0.19% |
$5.71K - $7.83K
|
33.7K
$3.91M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-64- 0.88% |
$5.71K - $7.83K
|
7.19K
$834K
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-64- 0.53% |
$5.71K - $7.83K
|
12.1K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-65- 0.59% |
$5.8K - $7.95K
|
11K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-66- 1.49% |
$5.89K - $8.08K
|
4.37K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-66- 2.47% |
$5.89K - $8.08K
|
2.6K
$302K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-68- 0.27% |
$6.07K - $8.32K
|
25.5K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-68- 0.56% |
$6.07K - $8.32K
|
12.2K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-69- 2.2% |
$6.16K - $8.44K
|
3.06K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-69- 2.84% |
$6.16K - $8.44K
|
2.36K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-69- 1.02% |
$6.16K - $8.44K
|
6.7K
$777K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-70- 1.96% |
$6.25K - $8.57K
|
3.5K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-70- 25.09% |
$6.25K - $8.57K
|
209
$24.2K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-70- 1.85% |
$6.25K - $8.57K
|
3.72K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-71- 2.64% |
$6.34K - $8.69K
|
2.61K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-71- 0.74% |
$6.34K - $8.69K
|
9.57K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-72- 2.52% |
$6.43K - $8.81K
|
2.78K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-73- 1.17% |
$6.52K - $8.93K
|
6.15K
$714K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-74- 3.13% |
$6.61K - $9.05K
|
2.29K
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-75- 0.37% |
$6.7K - $9.18K
|
20.1K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.82% |
$6.7K - $9.18K
|
2.58K
$300K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-75- 0.17% |
$6.7K - $9.18K
|
44.8K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 3.17% |
$6.7K - $9.18K
|
2.29K
$266K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-76- 1.84% |
$6.79K - $9.3K
|
4.06K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-76- 0.46% |
$6.79K - $9.3K
|
16.5K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-76- 0.51% |
$6.79K - $9.3K
|
14.7K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-78- 5.71% |
$6.96K - $9.54K
|
1.29K
$149K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-78- 1.6% |
$6.96K - $9.54K
|
4.8K
$557K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-78- 3.11% |
$6.96K - $9.54K
|
2.43K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-78- 1.18% |
$6.96K - $9.54K
|
6.54K
$759K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-78- 0.12% |
$6.96K - $9.54K
|
65.6K
$7.6M
|