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 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 2.59% |
$13.4K - $18.4K
|
5.64K
$527K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-151- 3.85% |
$13.5K - $18.5K
|
3.77K
$352K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-152- 1.71% |
$13.6K - $18.6K
|
8.75K
$818K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-152- 2.85% |
$13.6K - $18.6K
|
5.19K
$485K
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-153- 0.46% |
$13.7K - $18.7K
|
33K
$3.08M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 20.26% |
$13.8K - $19K
|
610
$57K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-156- 0.88% |
$13.9K - $19.1K
|
17.5K
$1.64M
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-156- 2.26% |
$13.9K - $19.1K
|
6.76K
$632K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 0.89% |
$14K - $19.2K
|
17.4K
$1.63M
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 3.42% |
$14K - $19.2K
|
4.43K
$414K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-157- 1.91% |
$14K - $19.2K
|
8.07K
$755K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-158- 0.9% |
$14.1K - $19.3K
|
17.4K
$1.63M
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-159- 5.93% |
$14.2K - $19.5K
|
2.52K
$236K
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-159- 0.16% |
$14.2K - $19.5K
|
97.5K
$9.12M
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-160- 0.16% |
$14.3K - $19.6K
|
101K
$9.48M
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 1.56% |
$14.3K - $19.6K
|
10.1K
$942K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-161- 2.63% |
$14.4K - $19.7K
|
5.96K
$558K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-161- 1.53% |
$14.4K - $19.7K
|
10.4K
$970K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-163- 2.37% |
$14.6K - $19.9K
|
6.71K
$627K
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-163- 2.55% |
$14.6K - $19.9K
|
6.23K
$583K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-164- 2.76% |
$14.6K - $20.1K
|
5.77K
$539K
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-165- 3.87% |
$14.7K - $20.2K
|
4.1K
$384K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-165- 10.41% |
$14.7K - $20.2K
|
1.42K
$133K
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-165- 2.21% |
$14.7K - $20.2K
|
7.31K
$683K
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-169- 4.39% |
$15.1K - $20.7K
|
3.68K
$344K
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-170- 5.72% |
$15.2K - $20.8K
|
2.8K
$262K
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-171- 3.25% |
$15.3K - $20.9K
|
5.09K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-172- 7.09% |
$15.4K - $21K
|
2.26K
$211K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-173- 3.29% |
$15.4K - $21.2K
|
5.08K
$475K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-173- 34.6% |
$15.4K - $21.2K
|
327
$30.6K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.04% |
$15.4K - $21.2K
|
465K
$43.4M
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-174- 4.76% |
$15.5K - $21.3K
|
3.48K
$325K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-174- 6.95% |
$15.5K - $21.3K
|
2.33K
$218K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 0.87% |
$15.6K - $21.4K
|
20.1K
$1.87M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-175- 5.13% |
$15.6K - $21.4K
|
3.24K
$303K
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-175- 6.68% |
$15.6K - $21.4K
|
2.45K
$229K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.27% |
$15.7K - $21.5K
|
5.21K
$487K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-176- 6.34% |
$15.7K - $21.5K
|
2.6K
$243K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-176- 3.0% |
$15.7K - $21.5K
|
5.68K
$531K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-180- 1.06% |
$16.1K - $22K
|
16.8K
$1.57M
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-180- 6.57% |
$16.1K - $22K
|
2.56K
$239K
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-181- 5.24% |
$16.2K - $22.1K
|
3.28K
$306K
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-181- 5.7% |
$16.2K - $22.1K
|
3K
$280K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-183- 4.71% |
$16.3K - $22.4K
|
3.7K
$346K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-185- 0.48% |
$16.5K - $22.6K
|
38.3K
$3.58M
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-185- 6.68% |
$16.5K - $22.6K
|
2.58K
$242K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-186- 4.68% |
$16.6K - $22.8K
|
3.79K
$354K
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-186- 3.99% |
$16.6K - $22.8K
|
4.48K
$418K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-187- 3.41% |
$16.7K - $22.9K
|
5.3K
$496K
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-187- 1.46% |
$16.7K - $22.9K
|
12.6K
$1.18M
|