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 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-233- 0.91% |
$20.8K - $28.5K
|
25.2K
$2.93M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-234- 9.79% |
$20.9K - $28.6K
|
2.16K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-235- 1.43% |
$21K - $28.8K
|
16.2K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-235- 4.43% |
$21K - $28.8K
|
5.07K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.74% |
$21.2K - $29K
|
4.77K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-239- 1.53% |
$21.3K - $29.2K
|
15.3K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-240- 90.57% |
$21.4K - $29.4K
|
25
$2.9K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-240- 1.33% |
$21.4K - $29.4K
|
17.8K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-241- 14.75% |
$21.5K - $29.5K
|
1.39K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-241- 10.04% |
$21.5K - $29.5K
|
2.16K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-242- 4.01% |
$21.6K - $29.6K
|
5.79K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-243- 2.54% |
$21.7K - $29.7K
|
9.32K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-244- 21.81% |
$21.8K - $29.9K
|
875
$102K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-245- 1.11% |
$21.9K - $30K
|
21.8K
$2.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-247- 4.32% |
$22.1K - $30.2K
|
5.48K
$635K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-248- 3.81% |
$22.1K - $30.3K
|
6.26K
$726K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-249- 2.31% |
$22.2K - $30.5K
|
10.5K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-250- 6.15% |
$22.3K - $30.6K
|
3.82K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-250- 4.47% |
$22.3K - $30.6K
|
5.34K
$620K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-253- 0.59% |
$22.6K - $31K
|
42.6K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-254- 4.16% |
$22.7K - $31.1K
|
5.85K
$678K
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-255- 2.65% |
$22.8K - $31.2K
|
9.38K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-258- 6.43% |
$23K - $31.6K
|
3.75K
$435K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-258- 2.16% |
$23K - $31.6K
|
11.7K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-260- 2.14% |
$23.2K - $31.8K
|
11.9K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-263- 3.14% |
$23.5K - $32.2K
|
8.11K
$941K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-265- 3.74% |
$23.7K - $32.4K
|
6.83K
$792K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-266- 0.48% |
$23.8K - $32.5K
|
54.8K
$6.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-267- 0.38% |
$23.8K - $32.7K
|
69.6K
$8.07M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-269- 14.64% |
$24K - $32.9K
|
1.57K
$182K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-275- 11.13% |
$24.6K - $33.6K
|
2.2K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-277- 0.12% |
$24.7K - $33.9K
|
231K
$26.8M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-280- 6.46% |
$25K - $34.3K
|
4.06K
$471K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-283- 2.21% |
$25.3K - $34.6K
|
12.5K
$1.45M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-285- 0.6% |
$25.4K - $34.9K
|
47K
$5.46M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-286- 1.18% |
$25.5K - $35K
|
24.1K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-286- 2.9% |
$25.5K - $35K
|
9.58K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-291- 5.81% |
$26K - $35.6K
|
4.72K
$547K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-292- 10.36% |
$26.1K - $35.7K
|
2.53K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-292- 3.31% |
$26.1K - $35.7K
|
8.54K
$991K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-297- 9.8% |
$26.5K - $36.3K
|
2.73K
$317K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-297- 10.98% |
$26.5K - $36.3K
|
2.41K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-299- 10.56% |
$26.7K - $36.6K
|
2.53K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-300- 2.17% |
$26.8K - $36.7K
|
13.5K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-301- 3.54% |
$26.9K - $36.8K
|
8.21K
$953K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-302- 5.87% |
$27K - $37K
|
4.84K
$562K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-302- 3.48% |
$27K - $37K
|
8.37K
$971K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-303- 6.1% |
$27.1K - $37.1K
|
4.67K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-305- 7.08% |
$27.2K - $37.3K
|
4.01K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-306- 1.75% |
$27.3K - $37.4K
|
17.2K
$1.99M
|