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 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-3.13K- 14.66% |
$279K - $383K
|
18.2K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.19K- 6.35% |
$285K - $391K
|
47.1K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.2K- 9.57% |
$286K - $392K
|
30.3K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.21K- 5.61% |
$286K - $392K
|
53.9K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.24K- 9.41% |
$289K - $397K
|
31.2K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-3.24K- 5.57% |
$290K - $397K
|
55K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.31K- 0.18% |
$295K - $405K
|
1.83M
$202M
|
|
|
Apr 29, 2024
Q1 2024
|
Account Management LLC
|
SELL
|
- |
-3.32K- 12.86% |
$296K - $406K
|
22.5K
$2.48M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.35K- 8.44% |
$299K - $410K
|
36.4K
$4.01M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.35K- 3.36% |
$299K - $410K
|
96.4K
$10.6M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-3.36K- 27.38% |
$300K - $411K
|
8.92K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.39K- 7.13% |
$303K - $415K
|
44.2K
$4.88M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-3.41K- 53.98% |
$304K - $417K
|
2.91K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-3.43K- 34.39% |
$306K - $419K
|
6.53K
$721K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.44K- 48.76% |
$307K - $421K
|
3.61K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-3.45K- 14.41% |
$308K - $422K
|
20.5K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.47K- 7.72% |
$310K - $425K
|
41.5K
$4.58M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.48K- 24.62% |
$311K - $426K
|
10.7K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.48K- 2.37% |
$311K - $426K
|
144K
$15.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.5K- 14.07% |
$313K - $428K
|
21.4K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.51K- 1.37% |
$313K - $429K
|
251K
$27.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.58K- 29.19% |
$319K - $437K
|
8.67K
$957K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-3.65K- 2.66% |
$326K - $447K
|
133K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3.65K- 25.95% |
$326K - $447K
|
10.4K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.67K- 10.26% |
$328K - $449K
|
32.1K
$3.54M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-3.7K- 42.45% |
$330K - $452K
|
5.01K
$553K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.72K- 4.31% |
$332K - $455K
|
82.6K
$9.11M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.73K- 4.78% |
$333K - $456K
|
74.3K
$8.2M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-3.74K- 2.45% |
$334K - $457K
|
149K
$16.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.8K- 3.44% |
$339K - $465K
|
107K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.91K- 13.81% |
$349K - $478K
|
24.4K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.93K- 16.63% |
$350K - $480K
|
19.7K
$2.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.96K- 10.57% |
$353K - $484K
|
33.5K
$3.7M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.96K- 0.11% |
$353K - $484K
|
3.45M
$380M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-3.98K- 60.58% |
$355K - $487K
|
2.59K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-4K- 2.81% |
$358K - $490K
|
138K
$15.3M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.05K- 23.16% |
$362K - $496K
|
13.5K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.08K- 6.43% |
$364K - $499K
|
59.3K
$6.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.08K- 68.09% |
$364K - $499K
|
1.91K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.17K- 37.26% |
$372K - $510K
|
7.02K
$774K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.18K- 19.77% |
$373K - $511K
|
17K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.18K- 48.38% |
$374K - $512K
|
4.46K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.19K- 11.39% |
$374K - $512K
|
32.6K
$3.59M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-4.2K- 4.96% |
$375K - $514K
|
80.4K
$8.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.24K- 10.83% |
$379K - $519K
|
34.9K
$3.85M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.25K- 12.01% |
$380K - $520K
|
31.2K
$3.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.26K- 10.0% |
$381K - $521K
|
38.3K
$4.23M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.27K- 8.41% |
$381K - $522K
|
46.5K
$5.14M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-4.28K- 7.76% |
$382K - $524K
|
50.9K
$5.62M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.32K- 1.76% |
$386K - $528K
|
240K
$26.5M
|