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 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.58K- 9.07% |
$230K - $315K
|
25.8K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-2.59K- 16.15% |
$231K - $316K
|
13.4K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.6K- 2.46% |
$233K - $319K
|
103K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-2.6K- 1.16% |
$233K - $319K
|
222K
$25.5M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.61K- 3.39% |
$233K - $319K
|
74.4K
$8.53M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.62K- 22.73% |
$234K - $321K
|
8.92K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.64K- 70.63% |
$236K - $323K
|
1.1K
$126K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.64K- 8.71% |
$236K - $323K
|
27.7K
$3.18M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.65K- 52.18% |
$237K - $325K
|
2.43K
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.67K- 35.73% |
$239K - $327K
|
4.81K
$552K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.68K- 7.38% |
$240K - $328K
|
33.7K
$3.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.7K- 18.29% |
$241K - $330K
|
12.1K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.76K- 16.42% |
$246K - $337K
|
14K
$1.61M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.84K- 41.07% |
$253K - $347K
|
4.07K
$467K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.85K- 6.72% |
$254K - $348K
|
39.5K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.86K- 11.32% |
$256K - $350K
|
22.4K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.9K- 23.49% |
$259K - $355K
|
9.45K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.9K- 43.4% |
$259K - $355K
|
3.78K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.91K- 0.76% |
$259K - $356K
|
380K
$43.6M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.92K- 51.95% |
$261K - $357K
|
2.7K
$310K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 54.34% |
$266K - $364K
|
2.5K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 28.5% |
$267K - $366K
|
7.5K
$861K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3K- 0.54% |
$268K - $367K
|
549K
$63M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3K- 40.75% |
$268K - $367K
|
4.36K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.06K- 80.63% |
$273K - $374K
|
735
$84.3K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.08K- 9.98% |
$275K - $377K
|
27.8K
$3.19M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 10.77% |
$276K - $378K
|
25.6K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.1K- 36.07% |
$277K - $379K
|
5.5K
$631K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.12K- 3.14% |
$279K - $382K
|
96.4K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-3.13K- 14.66% |
$279K - $383K
|
18.2K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.19K- 6.35% |
$285K - $391K
|
47.1K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.2K- 9.57% |
$286K - $392K
|
30.3K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.21K- 5.61% |
$286K - $392K
|
53.9K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.24K- 9.41% |
$289K - $397K
|
31.2K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-3.24K- 5.57% |
$290K - $397K
|
55K
$6.31M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31K- 0.18% |
$295K - $405K
|
1.83M
$210M
|
|
|
Apr 29, 2024
Q1 2024
|
Account Management LLC
|
SELL
|
- |
-3.32K- 12.86% |
$296K - $406K
|
22.5K
$2.58M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.35K- 8.44% |
$299K - $410K
|
36.4K
$4.17M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.35K- 3.36% |
$299K - $410K
|
96.4K
$11.1M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-3.36K- 27.38% |
$300K - $411K
|
8.92K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.39K- 7.13% |
$303K - $415K
|
44.2K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3.41K- 53.98% |
$304K - $417K
|
2.91K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.43K- 34.39% |
$306K - $419K
|
6.53K
$749K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.44K- 48.76% |
$307K - $421K
|
3.61K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-3.45K- 14.41% |
$308K - $422K
|
20.5K
$2.35M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.47K- 7.72% |
$310K - $425K
|
41.5K
$4.77M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.48K- 24.62% |
$311K - $426K
|
10.7K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.48K- 2.37% |
$311K - $426K
|
144K
$16.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.5K- 14.07% |
$313K - $428K
|
21.4K
$2.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.51K- 1.37% |
$313K - $429K
|
251K
$28.9M
|