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 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-123- 4.95% |
$11K - $15.1K
|
2.36K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 3.5% |
$11K - $15.1K
|
3.4K
$372K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.75% |
$11.2K - $15.3K
|
16.4K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-125- 0.84% |
$11.2K - $15.3K
|
14.8K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-126- 3.74% |
$11.3K - $15.4K
|
3.25K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-127- 1.6% |
$11.3K - $15.5K
|
7.79K
$854K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-128- 5.63% |
$11.4K - $15.7K
|
2.14K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-128- 2.45% |
$11.4K - $15.7K
|
5.1K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-130- 0.34% |
$11.6K - $15.9K
|
38.6K
$4.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-131- 4.26% |
$11.7K - $16K
|
2.94K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-131- 4.03% |
$11.7K - $16K
|
3.12K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-132- 4.05% |
$11.8K - $16.2K
|
3.12K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-133- 6.15% |
$11.9K - $16.3K
|
2.03K
$222K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-137- 0.84% |
$12.2K - $16.8K
|
16.1K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-139- 2.42% |
$12.4K - $17K
|
5.61K
$615K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-139- 1.42% |
$12.4K - $17K
|
9.68K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-139- 5.76% |
$12.4K - $17K
|
2.27K
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-141- 3.4% |
$12.6K - $17.3K
|
4K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-142- 0.33% |
$12.7K - $17.4K
|
42.6K
$4.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-144- 31.17% |
$12.9K - $17.6K
|
318
$34.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-144- 3.15% |
$12.9K - $17.6K
|
4.43K
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-145- 1.87% |
$12.9K - $17.7K
|
7.6K
$833K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-145- 26.61% |
$12.9K - $17.7K
|
400
$43.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-145- 2.09% |
$12.9K - $17.7K
|
6.78K
$743K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-145- 3.89% |
$12.9K - $17.7K
|
3.59K
$393K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 6.45% |
$13.1K - $18K
|
2.13K
$234K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-147- 5.52% |
$13.1K - $18K
|
2.52K
$276K
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-149- 0.45% |
$13.3K - $18.2K
|
33.2K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-150- 0.82% |
$13.4K - $18.4K
|
18K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-150- 2.59% |
$13.4K - $18.4K
|
5.64K
$618K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-151- 3.85% |
$13.5K - $18.5K
|
3.77K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-152- 1.71% |
$13.6K - $18.6K
|
8.75K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-152- 2.85% |
$13.6K - $18.6K
|
5.19K
$568K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-153- 0.46% |
$13.7K - $18.7K
|
33K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 20.26% |
$13.8K - $19K
|
610
$66.8K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-156- 0.88% |
$13.9K - $19.1K
|
17.5K
$1.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-156- 2.26% |
$13.9K - $19.1K
|
6.76K
$740K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 0.89% |
$14K - $19.2K
|
17.4K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-157- 3.42% |
$14K - $19.2K
|
4.43K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-157- 1.91% |
$14K - $19.2K
|
8.07K
$885K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-158- 0.9% |
$14.1K - $19.3K
|
17.4K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-159- 5.93% |
$14.2K - $19.5K
|
2.52K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-159- 0.16% |
$14.2K - $19.5K
|
97.5K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-160- 0.16% |
$14.3K - $19.6K
|
101K
$11.1M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 1.56% |
$14.3K - $19.6K
|
10.1K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-161- 2.63% |
$14.4K - $19.7K
|
5.96K
$654K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-161- 1.53% |
$14.4K - $19.7K
|
10.4K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-163- 2.37% |
$14.6K - $19.9K
|
6.71K
$735K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-163- 2.55% |
$14.6K - $19.9K
|
6.23K
$683K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-164- 2.76% |
$14.6K - $20.1K
|
5.77K
$632K
|