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 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 4.78% |
$8.93K - $12.2K
|
1.99K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-100- 0.36% |
$8.93K - $12.2K
|
27.9K
$3.23M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-100- 17.57% |
$8.93K - $12.2K
|
469
$54.4K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 4.41% |
$8.93K - $12.2K
|
2.17K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-102- 2.39% |
$9.11K - $12.5K
|
4.16K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-102- 6.37% |
$9.11K - $12.5K
|
1.5K
$174K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-102- 3.68% |
$9.11K - $12.5K
|
2.67K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-102- 9.41% |
$9.11K - $12.5K
|
982
$114K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-104- 1.53% |
$9.29K - $12.7K
|
6.7K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-104- 2.04% |
$9.29K - $12.7K
|
4.99K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-104- 0.43% |
$9.29K - $12.7K
|
24K
$2.79M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-105- 1.98% |
$9.38K - $12.8K
|
5.2K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-105- 27.63% |
$9.38K - $12.8K
|
275
$31.9K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-107- 1.33% |
$9.55K - $13.1K
|
7.93K
$920K
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-107- 0.47% |
$9.55K - $13.1K
|
22.8K
$2.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-108- 1.22% |
$9.64K - $13.2K
|
8.73K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-108- 2.41% |
$9.64K - $13.2K
|
4.38K
$508K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-110- 1.41% |
$9.82K - $13.5K
|
7.72K
$895K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-110- 0.45% |
$9.82K - $13.5K
|
24.4K
$2.83M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-110- 4.63% |
$9.82K - $13.5K
|
2.26K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-111- 1.32% |
$9.91K - $13.6K
|
8.28K
$961K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-112- 1.47% |
$10K - $13.7K
|
7.51K
$871K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-112- 0.38% |
$10K - $13.7K
|
29.7K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 1.64% |
$10K - $13.7K
|
6.74K
$781K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-113- 4.66% |
$10.1K - $13.8K
|
2.31K
$268K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-115- 2.98% |
$10.3K - $14.1K
|
3.75K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-115- 12.92% |
$10.3K - $14.1K
|
775
$89.9K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-115- 2.27% |
$10.3K - $14.1K
|
4.95K
$574K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-115- 8.28% |
$10.3K - $14.1K
|
1.27K
$148K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-118- 2.44% |
$10.5K - $14.4K
|
4.72K
$548K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-119- 5.6% |
$10.6K - $14.6K
|
2.01K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-120- 1.48% |
$10.7K - $14.7K
|
7.97K
$924K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-120- 0.92% |
$10.7K - $14.7K
|
12.9K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-121- 6.54% |
$10.8K - $14.8K
|
1.73K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-122- 2.18% |
$10.9K - $14.9K
|
5.47K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-123- 0.69% |
$11K - $15.1K
|
17.6K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-123- 4.95% |
$11K - $15.1K
|
2.36K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 3.5% |
$11K - $15.1K
|
3.4K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.75% |
$11.2K - $15.3K
|
16.4K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-125- 0.84% |
$11.2K - $15.3K
|
14.8K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-126- 3.74% |
$11.3K - $15.4K
|
3.25K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-127- 1.6% |
$11.3K - $15.5K
|
7.79K
$904K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-128- 5.63% |
$11.4K - $15.7K
|
2.14K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-128- 2.45% |
$11.4K - $15.7K
|
5.1K
$592K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 0.34% |
$11.6K - $15.9K
|
38.6K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-131- 4.26% |
$11.7K - $16K
|
2.94K
$341K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-131- 4.03% |
$11.7K - $16K
|
3.12K
$362K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-132- 4.05% |
$11.8K - $16.2K
|
3.12K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-133- 6.15% |
$11.9K - $16.3K
|
2.03K
$235K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-137- 0.84% |
$12.2K - $16.8K
|
16.1K
$1.87M
|