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
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-175- 6.68% |
$15.6K - $21.4K
|
2.45K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.27% |
$15.7K - $21.5K
|
5.21K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-176- 6.34% |
$15.7K - $21.5K
|
2.6K
$302K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-176- 3.0% |
$15.7K - $21.5K
|
5.68K
$659K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-180- 1.06% |
$16.1K - $22K
|
16.8K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-180- 6.57% |
$16.1K - $22K
|
2.56K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-181- 5.24% |
$16.2K - $22.1K
|
3.28K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-181- 5.7% |
$16.2K - $22.1K
|
3K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-183- 4.71% |
$16.3K - $22.4K
|
3.7K
$429K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-185- 0.48% |
$16.5K - $22.6K
|
38.3K
$4.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-185- 6.68% |
$16.5K - $22.6K
|
2.58K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-186- 4.68% |
$16.6K - $22.8K
|
3.79K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-186- 3.99% |
$16.6K - $22.8K
|
4.48K
$519K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-187- 3.41% |
$16.7K - $22.9K
|
5.3K
$615K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-187- 1.46% |
$16.7K - $22.9K
|
12.6K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-188- 1.88% |
$16.8K - $23K
|
9.81K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-189- 7.0% |
$16.9K - $23.1K
|
2.51K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-190- 0.14% |
$17K - $23.2K
|
139K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-190- 0.44% |
$17K - $23.2K
|
43.3K
$5.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-190- 3.02% |
$17K - $23.2K
|
6.1K
$707K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-194- 4.1% |
$17.3K - $23.7K
|
4.53K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-195- 4.79% |
$17.4K - $23.9K
|
3.87K
$449K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-195- 2.92% |
$17.4K - $23.9K
|
6.48K
$751K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-198- 4.39% |
$17.7K - $24.2K
|
4.31K
$500K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-200- 3.34% |
$17.9K - $24.5K
|
5.79K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-200- 3.59% |
$17.9K - $24.5K
|
5.37K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 38.1% |
$17.9K - $24.5K
|
325
$37.7K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.46% |
$17.9K - $24.5K
|
42.9K
$4.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-201- 1.16% |
$17.9K - $24.6K
|
17.1K
$1.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 13.82% |
$18.2K - $25K
|
1.27K
$148K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-209- 0.86% |
$18.7K - $25.6K
|
24.2K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-209- 0.64% |
$18.7K - $25.6K
|
32.5K
$3.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-214- 1.81% |
$19.1K - $26.2K
|
11.6K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-214- 4.43% |
$19.1K - $26.2K
|
4.62K
$536K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-214- 1.36% |
$19.1K - $26.2K
|
15.6K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-217- 2.93% |
$19.4K - $26.6K
|
7.18K
$833K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-218- 5.6% |
$19.5K - $26.7K
|
3.67K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-219- 17.76% |
$19.6K - $26.8K
|
1.01K
$118K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-222- 4.14% |
$19.8K - $27.2K
|
5.14K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-222- 10.61% |
$19.8K - $27.2K
|
1.87K
$217K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-222- 8.48% |
$19.8K - $27.2K
|
2.4K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-224- 1.8% |
$20K - $27.4K
|
12.2K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$293K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-225- 2.18% |
$20.1K - $27.5K
|
10.1K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-226- 0.25% |
$20.2K - $27.7K
|
91.4K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-226- 0.61% |
$20.2K - $27.7K
|
37K
$4.29M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$20.4K - $27.9K
|
5.23K
$606K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-230- 4.73% |
$20.5K - $28.1K
|
4.63K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-230- 2.16% |
$20.5K - $28.1K
|
10.4K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-231- 0.97% |
$20.6K - $28.3K
|
23.6K
$2.74M
|