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 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-311- 1.76% |
$27.8K - $38.1K
|
17.3K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-311- 19.44% |
$27.8K - $38.1K
|
1.29K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-311- 3.12% |
$27.8K - $38.1K
|
9.65K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-313- 7.34% |
$27.9K - $38.3K
|
3.95K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-315- 5.11% |
$28.1K - $38.5K
|
5.85K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-317- 4.57% |
$28.3K - $38.8K
|
6.61K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-317- 4.21% |
$28.3K - $38.8K
|
7.21K
$836K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319- 4.45% |
$28.5K - $39K
|
6.85K
$794K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-319- 3.95% |
$28.5K - $39K
|
7.76K
$900K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-320- 1.35% |
$28.6K - $39.2K
|
23.4K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-321- 4.4% |
$28.7K - $39.3K
|
6.98K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-323- 8.68% |
$28.8K - $39.5K
|
3.4K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-324- 10.91% |
$28.9K - $39.6K
|
2.65K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-325- 3.57% |
$29K - $39.8K
|
8.78K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-325- 0.88% |
$29K - $39.8K
|
36.8K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-325- 2.09% |
$29K - $39.8K
|
15.2K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$364K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$364K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-329- 10.37% |
$29.4K - $40.3K
|
2.85K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-329- 6.0% |
$29.4K - $40.3K
|
5.15K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-331- 0.75% |
$29.6K - $40.5K
|
44K
$5.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-335- 12.24% |
$29.9K - $41K
|
2.4K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-336- 0.73% |
$30K - $41.1K
|
45.5K
$5.27M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-341- 5.6% |
$30.4K - $41.7K
|
5.75K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-342- 8.4% |
$30.5K - $41.8K
|
3.73K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-346- 3.05% |
$30.9K - $42.3K
|
11K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-347- 4.01% |
$31K - $42.5K
|
8.3K
$962K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-348- 0.37% |
$31.1K - $42.6K
|
92.7K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-349- 0.94% |
$31.2K - $42.7K
|
36.6K
$4.25M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-349- 4.82% |
$31.2K - $42.7K
|
6.9K
$800K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-350- 3.85% |
$31.3K - $42.8K
|
8.75K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 9.23% |
$31.3K - $42.9K
|
3.45K
$401K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-355- 9.04% |
$31.7K - $43.4K
|
3.57K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-355- 14.55% |
$31.7K - $43.4K
|
2.09K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-355- 3.86% |
$31.7K - $43.4K
|
8.84K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-356- 2.09% |
$31.8K - $43.6K
|
16.7K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-356- 7.11% |
$31.8K - $43.6K
|
4.65K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-357- 9.58% |
$31.9K - $43.7K
|
3.37K
$391K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-360- 4.76% |
$32.1K - $44K
|
7.2K
$835K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-361- 4.19% |
$32.2K - $44.2K
|
8.25K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-363- 8.07% |
$32.4K - $44.4K
|
4.14K
$480K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-367- 10.9% |
$32.8K - $44.9K
|
3K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-367- 1.02% |
$32.8K - $44.9K
|
35.7K
$4.15M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-369- 1.52% |
$32.9K - $45.2K
|
23.9K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-372- 4.56% |
$33.2K - $45.5K
|
7.79K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-374- 1.88% |
$33.4K - $45.8K
|
19.5K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-375- 3.41% |
$33.5K - $45.9K
|
10.6K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-377- 4.01% |
$33.7K - $46.1K
|
9.03K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-378- 0.72% |
$33.8K - $46.3K
|
51.8K
$6.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-379- 5.07% |
$33.8K - $46.4K
|
7.09K
$823K
|