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 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2- 0.05% |
$179 - $245
|
4.17K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-2- 0.05% |
$179 - $245
|
4.41K
$482K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2- 0.07% |
$179 - $245
|
2.84K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3- 0.01% |
$268 - $367
|
26.3K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3- 0.1% |
$268 - $367
|
3.08K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3- 0.11% |
$268 - $367
|
2.68K
$293K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-4- 0.01% |
$357 - $489
|
62.6K
$6.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-4- 0.22% |
$357 - $489
|
1.82K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5- 0.11% |
$446 - $612
|
4.73K
$517K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5- 0.07% |
$446 - $612
|
7.05K
$770K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-5- 0.06% |
$446 - $612
|
7.95K
$868K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-5- 0.02% |
$446 - $612
|
23.4K
$2.56M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-5- 0.13% |
$446 - $612
|
3.91K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$536 - $734
|
3.81K
$417K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-6- 0.04% |
$536 - $734
|
15.8K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.14% |
$536 - $734
|
4.33K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-6- 0.01% |
$536 - $734
|
78.1K
$8.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.11% |
$714 - $979
|
7.53K
$822K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-8- 0.01% |
$714 - $979
|
65.6K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.05% |
$804 - $1.1K
|
18.2K
$1.99M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 28.57% |
$893 - $1.22K
|
25
$2.73K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-10- 0.33% |
$893 - $1.22K
|
2.99K
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.02% |
$893 - $1.22K
|
41.5K
$4.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-10- 0.22% |
$893 - $1.22K
|
4.47K
$489K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-10- 0.23% |
$893 - $1.22K
|
4.32K
$472K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10- 0.09% |
$893 - $1.22K
|
11.6K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 4.05% |
$893 - $1.22K
|
237
$25.9K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-11- 0.46% |
$982 - $1.35K
|
2.37K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-12- 0.12% |
$1.07K - $1.47K
|
9.76K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-12- 4.6% |
$1.07K - $1.47K
|
249
$27.2K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-12- 0.12% |
$1.07K - $1.47K
|
9.7K
$1.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13- 0.19% |
$1.16K - $1.59K
|
6.95K
$760K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13- 0.57% |
$1.16K - $1.59K
|
2.28K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-13- 0.42% |
$1.16K - $1.59K
|
3.09K
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-13- 0.34% |
$1.16K - $1.59K
|
3.77K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-13- 0.04% |
$1.16K - $1.59K
|
35.8K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-13- 1.39% |
$1.16K - $1.59K
|
923
$101K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-13- 0.38% |
$1.16K - $1.59K
|
3.39K
$370K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-14- 0.19% |
$1.25K - $1.71K
|
7.55K
$825K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-14- 0.43% |
$1.25K - $1.71K
|
3.21K
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-15- 0.03% |
$1.34K - $1.84K
|
45.6K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 0.74% |
$1.34K - $1.84K
|
2.01K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-17- 0.58% |
$1.52K - $2.08K
|
2.91K
$318K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-18- 1.13% |
$1.61K - $2.2K
|
1.57K
$172K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-18- 0.2% |
$1.61K - $2.2K
|
9.16K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18- 0.76% |
$1.61K - $2.2K
|
2.34K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 0.38% |
$1.7K - $2.32K
|
4.92K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-19- 0.61% |
$1.7K - $2.32K
|
3.09K
$337K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19- 7.82% |
$1.7K - $2.32K
|
224
$24.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-20- 0.35% |
$1.79K - $2.45K
|
5.74K
$627K
|