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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 4.82% |
$101K - $138K
|
22.4K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.14K- 14.46% |
$102K - $139K
|
6.73K
$743K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14K- 1.74% |
$102K - $139K
|
64.4K
$7.11M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.14K- 7.02% |
$102K - $140K
|
15.1K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.14K- 8.02% |
$102K - $140K
|
13.1K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.15K- 2.98% |
$103K - $140K
|
37.4K
$4.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 41.18% |
$103K - $141K
|
1.65K
$182K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.16K- 5.64% |
$103K - $142K
|
19.4K
$2.14M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 18.78% |
$103K - $142K
|
5.01K
$553K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.16K- 1.16% |
$104K - $142K
|
99.4K
$11M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.16K- 5.96% |
$104K - $142K
|
18.4K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.17K- 12.12% |
$104K - $143K
|
8.45K
$933K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 11.32% |
$105K - $144K
|
9.19K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.18K- 7.75% |
$105K - $144K
|
14K
$1.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.18K- 4.67% |
$105K - $145K
|
24.1K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.19K- 2.72% |
$106K - $146K
|
42.6K
$4.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 8.44% |
$107K - $147K
|
13K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.21K- 6.59% |
$108K - $148K
|
17.2K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.21K- 3.81% |
$108K - $148K
|
30.6K
$3.38M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.21K- 29.69% |
$108K - $148K
|
2.87K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.23K- 1.12% |
$109K - $150K
|
108K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-1.24K- 34.38% |
$111K - $152K
|
2.37K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-1.24K- 0.53% |
$111K - $152K
|
231K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.24K- 28.92% |
$111K - $152K
|
3.05K
$337K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.24K- 4.0% |
$111K - $152K
|
29.9K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.24K- 25.09% |
$111K - $152K
|
3.72K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.25K- 1.4% |
$111K - $152K
|
87.5K
$9.65M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.25K- 6.2% |
$112K - $153K
|
18.9K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.25K- 1.4% |
$112K - $153K
|
88.3K
$9.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.26K- 32.45% |
$112K - $154K
|
2.62K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.26K- 35.71% |
$113K - $154K
|
2.27K
$250K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.27K- 3.39% |
$113K - $156K
|
36.2K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.28K- 1.42% |
$114K - $156K
|
88.7K
$9.8M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.28K- 18.43% |
$114K - $156K
|
5.65K
$624K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.28K- 8.38% |
$115K - $157K
|
14K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.29K- 4.15% |
$115K - $157K
|
29.6K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.3K- 25.31% |
$116K - $159K
|
3.84K
$423K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.32K- 19.99% |
$118K - $161K
|
5.28K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.32K- 18.87% |
$118K - $162K
|
5.68K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.32K- 1.07% |
$118K - $162K
|
122K
$13.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.36K- 3.12% |
$121K - $166K
|
42.1K
$4.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.36K- 20.73% |
$121K - $166K
|
5.18K
$572K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.37K- 1.93% |
$123K - $168K
|
69.8K
$7.71M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.37K- 2.82% |
$123K - $168K
|
47.4K
$5.23M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.38K- 12.15% |
$123K - $169K
|
9.99K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-1.38K- 33.86% |
$124K - $169K
|
2.7K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.39K- 2.14% |
$124K - $170K
|
63.7K
$7.03M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.4K- 23.93% |
$125K - $171K
|
4.44K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.41K- 2.46% |
$126K - $172K
|
55.9K
$6.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 1.47% |
$126K - $173K
|
94.8K
$10.5M
|