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 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-107- 1.33% |
$9.55K - $13.1K
|
7.93K
$741K
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-107- 0.47% |
$9.55K - $13.1K
|
22.8K
$2.13M
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-108- 1.22% |
$9.64K - $13.2K
|
8.73K
$816K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-108- 2.41% |
$9.64K - $13.2K
|
4.38K
$409K
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-110- 1.41% |
$9.82K - $13.5K
|
7.72K
$722K
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-110- 0.45% |
$9.82K - $13.5K
|
24.4K
$2.28M
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-110- 4.63% |
$9.82K - $13.5K
|
2.26K
$212K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-111- 1.32% |
$9.91K - $13.6K
|
8.28K
$774K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-112- 1.47% |
$10K - $13.7K
|
7.51K
$702K
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-112- 0.38% |
$10K - $13.7K
|
29.7K
$2.78M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 1.64% |
$10K - $13.7K
|
6.74K
$630K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-113- 4.66% |
$10.1K - $13.8K
|
2.31K
$216K
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-115- 2.98% |
$10.3K - $14.1K
|
3.75K
$350K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-115- 12.92% |
$10.3K - $14.1K
|
775
$72.4K
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-115- 2.27% |
$10.3K - $14.1K
|
4.95K
$462K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-115- 8.28% |
$10.3K - $14.1K
|
1.27K
$119K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-119- 5.6% |
$10.6K - $14.6K
|
2.01K
$188K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-120- 1.48% |
$10.7K - $14.7K
|
7.97K
$745K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-120- 0.92% |
$10.7K - $14.7K
|
12.9K
$1.2M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-121- 6.54% |
$10.8K - $14.8K
|
1.73K
$162K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-122- 2.18% |
$10.9K - $14.9K
|
5.47K
$511K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-123- 0.69% |
$11K - $15.1K
|
17.6K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-123- 4.95% |
$11K - $15.1K
|
2.36K
$221K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 3.5% |
$11K - $15.1K
|
3.4K
$317K
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.75% |
$11.2K - $15.3K
|
16.4K
$1.54M
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-125- 0.84% |
$11.2K - $15.3K
|
14.8K
$1.38M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-126- 3.74% |
$11.3K - $15.4K
|
3.25K
$303K
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-127- 1.6% |
$11.3K - $15.5K
|
7.79K
$728K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-128- 5.63% |
$11.4K - $15.7K
|
2.14K
$200K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-128- 2.45% |
$11.4K - $15.7K
|
5.1K
$477K
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 0.34% |
$11.6K - $15.9K
|
38.6K
$3.6M
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-131- 4.26% |
$11.7K - $16K
|
2.94K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-131- 4.03% |
$11.7K - $16K
|
3.12K
$292K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-132- 4.05% |
$11.8K - $16.2K
|
3.12K
$292K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-133- 6.15% |
$11.9K - $16.3K
|
2.03K
$190K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-137- 0.84% |
$12.2K - $16.8K
|
16.1K
$1.5M
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-139- 2.42% |
$12.4K - $17K
|
5.61K
$525K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-139- 1.42% |
$12.4K - $17K
|
9.68K
$905K
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-139- 5.76% |
$12.4K - $17K
|
2.27K
$212K
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-141- 3.4% |
$12.6K - $17.3K
|
4K
$374K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-142- 0.33% |
$12.7K - $17.4K
|
42.6K
$3.98M
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-144- 31.17% |
$12.9K - $17.6K
|
318
$29.7K
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-144- 3.15% |
$12.9K - $17.6K
|
4.43K
$414K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-145- 1.87% |
$12.9K - $17.7K
|
7.6K
$710K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-145- 26.61% |
$12.9K - $17.7K
|
400
$37.4K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-145- 2.09% |
$12.9K - $17.7K
|
6.78K
$634K
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-145- 3.89% |
$12.9K - $17.7K
|
3.59K
$335K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 6.45% |
$13.1K - $18K
|
2.13K
$199K
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-149- 0.45% |
$13.3K - $18.2K
|
33.2K
$3.1M
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.82% |
$13.4K - $18.4K
|
18K
$1.69M
|