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 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-648- 12.17% |
$57.9K - $79.3K
|
4.68K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-656- 21.11% |
$58.6K - $80.3K
|
2.45K
$284K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-658- 23.42% |
$58.8K - $80.5K
|
2.15K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-661- 18.19% |
$59K - $80.9K
|
2.97K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-667- 11.0% |
$59.6K - $81.6K
|
5.39K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-672- 14.77% |
$60K - $82.2K
|
3.88K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-676- 2.81% |
$60.4K - $82.7K
|
23.4K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 7.32% |
$60.4K - $82.7K
|
8.55K
$992K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-684- 0.64% |
$61.1K - $83.7K
|
105K
$12.2M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-685- 1.35% |
$61.2K - $83.8K
|
50.1K
$5.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-688- 2.33% |
$61.4K - $84.2K
|
28.9K
$3.35M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-688- 1.55% |
$61.4K - $84.2K
|
43.6K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-688- 5.65% |
$61.4K - $84.2K
|
11.5K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-689- 3.91% |
$61.5K - $84.3K
|
16.9K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-690- 2.09% |
$61.6K - $84.4K
|
32.3K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-690- 0.23% |
$61.6K - $84.4K
|
300K
$34.8M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-691- 2.96% |
$61.7K - $84.6K
|
22.7K
$2.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-693- 24.77% |
$61.9K - $84.8K
|
2.11K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-694- 0.7% |
$62K - $84.9K
|
98.8K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-696- 9.71% |
$62.1K - $85.2K
|
6.47K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-697- 4.15% |
$62.2K - $85.3K
|
16.1K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-700- 17.72% |
$62.5K - $85.7K
|
3.25K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-700- 27.18% |
$62.5K - $85.7K
|
1.88K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-700- 29.61% |
$62.5K - $85.7K
|
1.66K
$193K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-704- 4.72% |
$62.9K - $86.1K
|
14.2K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-726- 1.67% |
$64.8K - $88.8K
|
42.8K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-730- 9.24% |
$65.2K - $89.3K
|
7.17K
$832K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-736- 17.71% |
$65.7K - $90.1K
|
3.42K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-737- 2.58% |
$65.8K - $90.2K
|
27.8K
$3.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-744- 6.7% |
$66.4K - $91K
|
10.4K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-744- 3.78% |
$66.4K - $91K
|
18.9K
$2.2M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-748- 11.51% |
$66.8K - $91.5K
|
5.75K
$667K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-753- 9.86% |
$67.2K - $92.1K
|
6.88K
$798K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-756- 2.03% |
$67.5K - $92.5K
|
36.4K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-757- 0.86% |
$67.6K - $92.6K
|
86.9K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-758- 0.68% |
$67.7K - $92.7K
|
111K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-760- 1.02% |
$67.9K - $93K
|
74K
$8.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-760- 18.5% |
$67.9K - $93K
|
3.35K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-763- 4.49% |
$68.1K - $93.4K
|
16.2K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-766- 8.87% |
$68.4K - $93.7K
|
7.87K
$913K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-768- 4.68% |
$68.6K - $94K
|
15.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-770- 6.6% |
$68.8K - $94.2K
|
10.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-774- 8.39% |
$69.1K - $94.7K
|
8.46K
$981K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-776- 1.59% |
$69.3K - $95K
|
48K
$5.56M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-780- 2.86% |
$69.6K - $95.4K
|
26.5K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 7.66% |
$70.1K - $96.1K
|
9.46K
$1.1M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-787- 1.54% |
$70.3K - $96.3K
|
50.2K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-788- 28.5% |
$70.4K - $96.4K
|
1.98K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-790- 5.73% |
$70.5K - $96.7K
|
13K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-806- 12.05% |
$72K - $98.6K
|
5.88K
$683K
|