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 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.11% |
$536 - $734
|
5.53K
$604K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.25% |
$536 - $734
|
2.45K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.2% |
$536 - $734
|
3.02K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.13% |
$446 - $612
|
3.76K
$410K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$446 - $612
|
2.28K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$446 - $612
|
2.8K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5New |
$446 - $612
|
5
$546
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.15% |
$357 - $489
|
2.71K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.08% |
$357 - $489
|
5.07K
$554K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.07% |
$357 - $489
|
6.14K
$671K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
4+ 0.13% |
$357 - $489
|
3.12K
$341K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3+ 0.02% |
$268 - $367
|
15.7K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3+ 0.02% |
$268 - $367
|
15.8K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$268 - $367
|
2.64K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3+ 0.01% |
$268 - $367
|
25.3K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.1% |
$268 - $367
|
3.01K
$329K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3New |
$268 - $367
|
3
$328
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
3+ 0.03% |
$268 - $367
|
11K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3+ 0.07% |
$268 - $367
|
4.38K
$478K
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
3+ 0.09% |
$268 - $367
|
3.42K
$374K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$268 - $367
|
19K
$2.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.08% |
$179 - $245
|
2.66K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.36% |
$179 - $245
|
560
$61.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.02% |
$179 - $245
|
11.8K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 2.41% |
$179 - $245
|
85
$9.29K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2+ 0.02% |
$179 - $245
|
8.83K
$965K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$179 - $245
|
24.2K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2+ 0.03% |
$179 - $245
|
5.81K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.12% |
$179 - $245
|
1.72K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.25% |
$179 - $245
|
807
$88.2K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
2+ 0.03% |
$179 - $245
|
7.3K
$797K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$89.3 - $122
|
960
$105K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$89.3 - $122
|
788
$86.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.22% |
$89.3 - $122
|
448
$49K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $122
|
3.76K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.02% |
$89.3 - $122
|
4.07K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 1.85% |
$89.3 - $122
|
55
$6.01K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.37% |
$89.3 - $122
|
268
$29.3K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 0.01% |
$89.3 - $122
|
11.8K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.21% |
$89.3 - $122
|
475
$51.9K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$89.3 - $122
|
21
$2.29K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$89.3 - $122
|
6.62K
$723K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.9% |
$89.3 - $122
|
112
$12.2K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-1- 0.04% |
$89.3 - $122
|
2.23K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$89.3 - $122
|
2.96K
$324K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 0.04% |
$89.3 - $122
|
2.72K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-1- 0.03% |
$89.3 - $122
|
3.37K
$369K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1- 1.15% |
$89.3 - $122
|
86
$9.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 3.13% |
$89.3 - $122
|
31
$3.39K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2- 0.07% |
$179 - $245
|
2.74K
$300K
|