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 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.08K- 4.25% |
$96K - $132K
|
24.2K
$2.26M
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.09K- 21.45% |
$97.1K - $133K
|
3.98K
$372K
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.09K- 7.55% |
$97.2K - $133K
|
13.3K
$1.25M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 2.6% |
$97.6K - $134K
|
40.9K
$3.83M
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.09K- 9.6% |
$97.7K - $134K
|
10.3K
$963K
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.1K- 4.34% |
$97.8K - $134K
|
24.1K
$2.26M
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.1K- 13.35% |
$97.8K - $134K
|
7.11K
$665K
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.1K- 1.4% |
$97.9K - $134K
|
77.1K
$7.2M
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.1K- 10.17% |
$98K - $134K
|
9.69K
$906K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 35.16% |
$98.3K - $135K
|
2.03K
$190K
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 1.91% |
$99.5K - $136K
|
57.2K
$5.35M
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.12K- 1.56% |
$99.6K - $136K
|
70.5K
$6.59M
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.13K- 1.38% |
$100K - $138K
|
80.4K
$7.51M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 4.82% |
$101K - $138K
|
22.4K
$2.09M
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.14K- 14.46% |
$102K - $139K
|
6.73K
$629K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14K- 1.74% |
$102K - $139K
|
64.4K
$6.02M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.14K- 7.02% |
$102K - $140K
|
15.1K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.14K- 8.02% |
$102K - $140K
|
13.1K
$1.23M
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.98% |
$103K - $140K
|
37.4K
$3.5M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 41.18% |
$103K - $141K
|
1.65K
$154K
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.16K- 5.64% |
$103K - $142K
|
19.4K
$1.81M
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.16K- 1.16% |
$104K - $142K
|
99.4K
$9.29M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.16K- 5.96% |
$104K - $142K
|
18.4K
$1.72M
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.17K- 12.12% |
$104K - $143K
|
8.45K
$790K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 11.32% |
$105K - $144K
|
9.19K
$859K
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.18K- 7.75% |
$105K - $144K
|
14K
$1.31M
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.18K- 4.67% |
$105K - $145K
|
24.1K
$2.25M
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.19K- 2.72% |
$106K - $146K
|
42.6K
$3.98M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 8.44% |
$107K - $147K
|
13K
$1.22M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.21K- 6.59% |
$108K - $148K
|
17.2K
$1.6M
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.21K- 3.81% |
$108K - $148K
|
30.6K
$2.86M
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.21K- 29.69% |
$108K - $148K
|
2.87K
$269K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.23K- 1.12% |
$109K - $150K
|
108K
$10.1M
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-1.24K- 34.38% |
$111K - $152K
|
2.37K
$221K
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.24K- 0.53% |
$111K - $152K
|
231K
$21.6M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.24K- 28.92% |
$111K - $152K
|
3.05K
$285K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.24K- 4.0% |
$111K - $152K
|
29.9K
$2.79M
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.24K- 25.09% |
$111K - $152K
|
3.72K
$347K
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.25K- 1.4% |
$111K - $152K
|
87.5K
$8.18M
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.25K- 6.2% |
$112K - $153K
|
18.9K
$1.77M
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.25K- 1.4% |
$112K - $153K
|
88.3K
$8.26M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.26K- 32.45% |
$112K - $154K
|
2.62K
$245K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.26K- 35.71% |
$113K - $154K
|
2.27K
$212K
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.27K- 3.39% |
$113K - $156K
|
36.2K
$3.39M
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.28K- 1.42% |
$114K - $156K
|
88.7K
$8.3M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.28K- 18.43% |
$114K - $156K
|
5.65K
$528K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.28K- 8.38% |
$115K - $157K
|
14K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.29K- 4.15% |
$115K - $157K
|
29.6K
$2.77M
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.3K- 25.31% |
$116K - $159K
|
3.84K
$359K
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.32K- 19.99% |
$118K - $161K
|
5.28K
$493K
|