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 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-379- 2.59% |
$33.8K - $46.4K
|
14.2K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-379- 8.27% |
$33.8K - $46.4K
|
4.2K
$488K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-380- 15.24% |
$33.9K - $46.5K
|
2.11K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-380- 12.52% |
$33.9K - $46.5K
|
2.66K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-383- 32.88% |
$34.2K - $46.9K
|
782
$90.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-384- 1.34% |
$34.3K - $47K
|
28.2K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-384- 1.89% |
$34.3K - $47K
|
19.9K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-384- 10.45% |
$34.3K - $47K
|
3.29K
$382K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-385- 10.41% |
$34.4K - $47.1K
|
3.31K
$384K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-388- 1.57% |
$34.6K - $47.5K
|
24.3K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-390- 10.36% |
$34.8K - $47.7K
|
3.37K
$391K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-392- 11.36% |
$35K - $48K
|
3.06K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-392- 2.62% |
$35K - $48K
|
14.6K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-395- 0.76% |
$35.3K - $48.3K
|
51.6K
$5.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-397- 2.68% |
$35.4K - $48.6K
|
14.4K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-399- 0.86% |
$35.6K - $48.8K
|
46.2K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-399- 11.54% |
$35.6K - $48.8K
|
3.06K
$355K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-400- 7.44% |
$35.7K - $48.9K
|
4.97K
$577K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 2.18% |
$35.7K - $48.9K
|
17.9K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-403- 5.71% |
$36K - $49.3K
|
6.66K
$772K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-404- 6.16% |
$36.1K - $49.4K
|
6.15K
$713K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-405- 4.16% |
$36.2K - $49.6K
|
9.33K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-406- 5.46% |
$36.3K - $49.7K
|
7.03K
$816K
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-407- 0.31% |
$36.3K - $49.8K
|
131K
$15.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-410- 9.33% |
$36.6K - $50.2K
|
3.99K
$462K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-411- 15.4% |
$36.7K - $50.3K
|
2.26K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-412- 1.98% |
$36.8K - $50.4K
|
20.4K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-413- 3.71% |
$36.9K - $50.5K
|
10.7K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-414- 14.27% |
$37K - $50.7K
|
2.49K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-414- 0.38% |
$37K - $50.7K
|
108K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-415- 11.07% |
$37.1K - $50.8K
|
3.34K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-419- 4.27% |
$37.4K - $51.3K
|
9.4K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 7.12% |
$37.6K - $51.5K
|
5.49K
$637K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-421- 42.06% |
$37.6K - $51.5K
|
580
$67.3K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-421- 9.15% |
$37.6K - $51.5K
|
4.18K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-421- 2.33% |
$37.6K - $51.5K
|
17.7K
$2.05M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-421- 3.18% |
$37.6K - $51.5K
|
12.8K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-428- 2.03% |
$38.2K - $52.4K
|
20.7K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-429- 3.37% |
$38.3K - $52.5K
|
12.3K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-431- 2.4% |
$38.5K - $52.7K
|
17.6K
$2.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-435- 4.07% |
$38.8K - $53.2K
|
10.2K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-435- 12.93% |
$38.8K - $53.2K
|
2.93K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-437- 13.3% |
$39K - $53.5K
|
2.85K
$330K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-438- 1.29% |
$39.1K - $53.6K
|
33.5K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-440- 12.54% |
$39.3K - $53.8K
|
3.07K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-444- 14.35% |
$39.6K - $54.3K
|
2.65K
$307K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-444- 4.12% |
$39.6K - $54.3K
|
10.3K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-444- 2.93% |
$39.6K - $54.3K
|
14.7K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-446- 10.29% |
$39.8K - $54.6K
|
3.89K
$451K
|