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 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-400- 7.44% |
$35.7K - $48.9K
|
4.97K
$465K
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 2.18% |
$35.7K - $48.9K
|
17.9K
$1.68M
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$86.2K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-403- 5.71% |
$36K - $49.3K
|
6.66K
$622K
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-404- 6.16% |
$36.1K - $49.4K
|
6.15K
$575K
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-405- 4.16% |
$36.2K - $49.6K
|
9.33K
$873K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-406- 5.46% |
$36.3K - $49.7K
|
7.03K
$657K
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-407- 0.31% |
$36.3K - $49.8K
|
131K
$12.2M
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-410- 9.33% |
$36.6K - $50.2K
|
3.99K
$373K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-411- 15.4% |
$36.7K - $50.3K
|
2.26K
$211K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-412- 1.98% |
$36.8K - $50.4K
|
20.4K
$1.91M
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-413- 3.71% |
$36.9K - $50.5K
|
10.7K
$1M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-414- 14.27% |
$37K - $50.7K
|
2.49K
$232K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-414- 0.38% |
$37K - $50.7K
|
108K
$10.1M
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-415- 11.07% |
$37.1K - $50.8K
|
3.34K
$312K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-419- 4.27% |
$37.4K - $51.3K
|
9.4K
$878K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 7.12% |
$37.6K - $51.5K
|
5.49K
$513K
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-421- 42.06% |
$37.6K - $51.5K
|
580
$54.2K
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-421- 9.15% |
$37.6K - $51.5K
|
4.18K
$391K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-421- 2.33% |
$37.6K - $51.5K
|
17.7K
$1.65M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-421- 3.18% |
$37.6K - $51.5K
|
12.8K
$1.2M
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-428- 2.03% |
$38.2K - $52.4K
|
20.7K
$1.93M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-429- 3.37% |
$38.3K - $52.5K
|
12.3K
$1.15M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-431- 2.4% |
$38.5K - $52.7K
|
17.6K
$1.64M
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-435- 4.07% |
$38.8K - $53.2K
|
10.2K
$957K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-435- 12.93% |
$38.8K - $53.2K
|
2.93K
$274K
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-437- 13.3% |
$39K - $53.5K
|
2.85K
$266K
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-438- 1.29% |
$39.1K - $53.6K
|
33.5K
$3.13M
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-440- 12.54% |
$39.3K - $53.8K
|
3.07K
$287K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-444- 14.35% |
$39.6K - $54.3K
|
2.65K
$248K
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-444- 4.12% |
$39.6K - $54.3K
|
10.3K
$966K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-444- 2.93% |
$39.6K - $54.3K
|
14.7K
$1.37M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-446- 10.29% |
$39.8K - $54.6K
|
3.89K
$363K
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-450- 2.16% |
$40.2K - $55.1K
|
20.4K
$1.91M
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-452- 17.08% |
$40.4K - $55.3K
|
2.2K
$205K
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-453- 7.58% |
$40.4K - $55.4K
|
5.53K
$516K
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-453- 1.79% |
$40.4K - $55.4K
|
24.9K
$2.33M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-454- 6.23% |
$40.5K - $55.6K
|
6.83K
$639K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-463- 7.26% |
$41.3K - $56.7K
|
5.91K
$553K
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-467- 9.49% |
$41.7K - $57.1K
|
4.45K
$416K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-468- 1.69% |
$41.8K - $57.3K
|
27.2K
$2.54M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-470- 1.29% |
$42K - $57.5K
|
36.1K
$3.37M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-470- 8.5% |
$42K - $57.5K
|
5.06K
$473K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-471- 0.12% |
$42.1K - $57.6K
|
378K
$35.3M
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-473- 6.81% |
$42.2K - $57.9K
|
6.47K
$605K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-476- 1.5% |
$42.5K - $58.2K
|
31.2K
$2.91M
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-477- 33.19% |
$42.6K - $58.4K
|
960
$89.7K
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-477- 7.52% |
$42.6K - $58.4K
|
5.87K
$548K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-479- 9.0% |
$42.8K - $58.6K
|
4.84K
$453K
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-480- 3.58% |
$42.9K - $58.7K
|
12.9K
$1.21M
|