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
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-450- 2.16% |
$40.2K - $55.1K
|
20.4K
$2.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-452- 17.08% |
$40.4K - $55.3K
|
2.2K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-453- 7.58% |
$40.4K - $55.4K
|
5.53K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-453- 1.79% |
$40.4K - $55.4K
|
24.9K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-454- 6.23% |
$40.5K - $55.6K
|
6.83K
$793K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-463- 7.26% |
$41.3K - $56.7K
|
5.91K
$686K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-467- 9.49% |
$41.7K - $57.1K
|
4.45K
$517K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-468- 1.69% |
$41.8K - $57.3K
|
27.2K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-470- 1.29% |
$42K - $57.5K
|
36.1K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-470- 8.5% |
$42K - $57.5K
|
5.06K
$587K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-471- 0.12% |
$42.1K - $57.6K
|
378K
$43.8M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-473- 6.81% |
$42.2K - $57.9K
|
6.47K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-476- 1.5% |
$42.5K - $58.2K
|
31.2K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-477- 33.19% |
$42.6K - $58.4K
|
960
$111K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-477- 7.52% |
$42.6K - $58.4K
|
5.87K
$680K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-479- 9.0% |
$42.8K - $58.6K
|
4.84K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-480- 3.58% |
$42.9K - $58.7K
|
12.9K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-481- 1.91% |
$42.9K - $58.9K
|
24.7K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-481- 3.79% |
$42.9K - $58.9K
|
12.2K
$1.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-482- 4.43% |
$43K - $59K
|
10.4K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-488- 2.25% |
$43.6K - $59.7K
|
21.2K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-489- 2.56% |
$43.7K - $59.8K
|
18.6K
$2.16M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-489- 9.05% |
$43.7K - $59.8K
|
4.91K
$570K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-491- 10.66% |
$43.8K - $60.1K
|
4.11K
$477K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-491- 19.29% |
$43.8K - $60.1K
|
2.06K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-492- 0.03% |
$43.9K - $60.2K
|
1.8M
$209M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-496- 18.4% |
$44.3K - $60.7K
|
2.2K
$255K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-497- 12.27% |
$44.4K - $60.8K
|
3.55K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-497- 12.98% |
$44.4K - $60.8K
|
3.33K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-497- 6.58% |
$44.4K - $60.8K
|
7.05K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-497- 0.67% |
$44.4K - $60.8K
|
74K
$8.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-500- 16.56% |
$44.6K - $61.2K
|
2.52K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-500- 9.21% |
$44.6K - $61.2K
|
4.93K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-501- 0.59% |
$44.7K - $61.3K
|
84.4K
$9.8M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-502- 4.17% |
$44.8K - $61.4K
|
11.5K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-503- 6.56% |
$44.9K - $61.5K
|
7.17K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-503- 4.38% |
$44.9K - $61.5K
|
11K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-508- 2.73% |
$45.4K - $62.2K
|
18.1K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-512- 4.63% |
$45.7K - $62.6K
|
10.5K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-516- 1.25% |
$46.1K - $63.1K
|
40.8K
$4.73M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-523- 0.51% |
$46.7K - $64K
|
103K
$11.9M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-524- 6.06% |
$46.8K - $64.1K
|
8.12K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-524- 1.54% |
$46.8K - $64.1K
|
33.5K
$3.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-525- 12.0% |
$46.9K - $64.2K
|
3.85K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-526- 11.79% |
$47K - $64.4K
|
3.94K
$457K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-527- 1.54% |
$47.1K - $64.5K
|
33.7K
$3.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-528- 1.82% |
$47.1K - $64.6K
|
28.5K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-531- 2.69% |
$47.4K - $65K
|
19.2K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-539- 1.63% |
$48.1K - $66K
|
32.6K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-539- 5.09% |
$48.1K - $66K
|
10.1K
$1.17M
|