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 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-80- 1.06% |
$7.14K - $9.79K
|
7.44K
$863K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-80- 1.24% |
$7.14K - $9.79K
|
6.4K
$742K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-80- 2.88% |
$7.14K - $9.79K
|
2.7K
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-83- 1.22% |
$7.41K - $10.2K
|
6.7K
$777K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-83- 0.43% |
$7.41K - $10.2K
|
19.4K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-84- 3.4% |
$7.5K - $10.3K
|
2.38K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-85- 0.96% |
$7.59K - $10.4K
|
8.74K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-85- 0.57% |
$7.59K - $10.4K
|
14.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-85- 2.04% |
$7.59K - $10.4K
|
4.09K
$474K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-86- 3.22% |
$7.68K - $10.5K
|
2.59K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.23% |
$7.68K - $10.5K
|
6.93K
$803K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-86- 0.33% |
$7.68K - $10.5K
|
26K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-86- 0.71% |
$7.68K - $10.5K
|
12.1K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-87- 3.84% |
$7.77K - $10.6K
|
2.18K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-87- 1.58% |
$7.77K - $10.6K
|
5.43K
$630K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-88- 2.29% |
$7.86K - $10.8K
|
3.75K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-88- 3.25% |
$7.86K - $10.8K
|
2.62K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-89- 1.83% |
$7.95K - $10.9K
|
4.78K
$554K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.71% |
$8.04K - $11K
|
2.33K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-90- 2.02% |
$8.04K - $11K
|
4.37K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-90- 1.16% |
$8.04K - $11K
|
7.69K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-90- 2.48% |
$8.04K - $11K
|
3.54K
$411K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-90- 4.02% |
$8.04K - $11K
|
2.15K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-91- 3.8% |
$8.13K - $11.1K
|
2.3K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-93- 9.13% |
$8.3K - $11.4K
|
926
$107K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-93- 1.25% |
$8.3K - $11.4K
|
7.36K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-93- 0.61% |
$8.3K - $11.4K
|
15.2K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-93- 0.25% |
$8.3K - $11.4K
|
36.5K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-94- 0.7% |
$8.39K - $11.5K
|
13.3K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-94- 0.25% |
$8.39K - $11.5K
|
37.6K
$4.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-95- 2.18% |
$8.48K - $11.6K
|
4.26K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 2.38% |
$8.48K - $11.6K
|
3.91K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-95- 2.65% |
$8.48K - $11.6K
|
3.49K
$405K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-96- 2.18% |
$8.57K - $11.7K
|
4.31K
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-97- 0.48% |
$8.66K - $11.9K
|
20.3K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-97- 0.89% |
$8.66K - $11.9K
|
10.8K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-98- 11.58% |
$8.75K - $12K
|
748
$86.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-99- 0.78% |
$8.84K - $12.1K
|
12.6K
$1.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-99- 1.1% |
$8.84K - $12.1K
|
8.92K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-99- 2.01% |
$8.84K - $12.1K
|
4.83K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-99- 0.7% |
$8.84K - $12.1K
|
14.1K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-99- 1.01% |
$8.84K - $12.1K
|
9.7K
$1.13M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 13.4% |
$8.93K - $12.2K
|
646
$74.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 4.29% |
$8.93K - $12.2K
|
2.23K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-100- 3.63% |
$8.93K - $12.2K
|
2.65K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 2.83% |
$8.93K - $12.2K
|
3.43K
$398K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 0.7% |
$8.93K - $12.2K
|
14.2K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
SELL
|
- |
-100- 2.03% |
$8.93K - $12.2K
|
4.82K
$559K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 23.75% |
$8.93K - $12.2K
|
321
$37.2K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-100- 1.32% |
$8.93K - $12.2K
|
7.47K
$867K
|