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 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-165- 10.41% |
$14.7K - $20.2K
|
1.42K
$155K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-165- 2.21% |
$14.7K - $20.2K
|
7.31K
$799K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-169- 4.39% |
$15.1K - $20.7K
|
3.68K
$402K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-170- 5.72% |
$15.2K - $20.8K
|
2.8K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-171- 3.25% |
$15.3K - $20.9K
|
5.09K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-172- 7.09% |
$15.4K - $21K
|
2.26K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-173- 3.29% |
$15.4K - $21.2K
|
5.08K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-173- 34.6% |
$15.4K - $21.2K
|
327
$35.7K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.04% |
$15.4K - $21.2K
|
465K
$50.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-174- 4.76% |
$15.5K - $21.3K
|
3.48K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-174- 6.95% |
$15.5K - $21.3K
|
2.33K
$255K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 0.87% |
$15.6K - $21.4K
|
20.1K
$2.19M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-175- 5.13% |
$15.6K - $21.4K
|
3.24K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-175- 6.68% |
$15.6K - $21.4K
|
2.45K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.27% |
$15.7K - $21.5K
|
5.21K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-176- 6.34% |
$15.7K - $21.5K
|
2.6K
$284K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-176- 3.0% |
$15.7K - $21.5K
|
5.68K
$621K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-180- 1.06% |
$16.1K - $22K
|
16.8K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-180- 6.57% |
$16.1K - $22K
|
2.56K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-181- 5.24% |
$16.2K - $22.1K
|
3.28K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-181- 5.7% |
$16.2K - $22.1K
|
3K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-183- 4.71% |
$16.3K - $22.4K
|
3.7K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-185- 0.48% |
$16.5K - $22.6K
|
38.3K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-185- 6.68% |
$16.5K - $22.6K
|
2.58K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-186- 4.68% |
$16.6K - $22.8K
|
3.79K
$414K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-186- 3.99% |
$16.6K - $22.8K
|
4.48K
$489K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-187- 3.41% |
$16.7K - $22.9K
|
5.3K
$580K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-187- 1.46% |
$16.7K - $22.9K
|
12.6K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-188- 1.88% |
$16.8K - $23K
|
9.81K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-189- 7.0% |
$16.9K - $23.1K
|
2.51K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-190- 0.14% |
$17K - $23.2K
|
139K
$15.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-190- 0.44% |
$17K - $23.2K
|
43.3K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-190- 3.02% |
$17K - $23.2K
|
6.1K
$666K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-194- 4.1% |
$17.3K - $23.7K
|
4.53K
$495K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-195- 4.79% |
$17.4K - $23.9K
|
3.87K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-195- 2.92% |
$17.4K - $23.9K
|
6.48K
$708K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-198- 4.39% |
$17.7K - $24.2K
|
4.31K
$471K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-200- 3.34% |
$17.9K - $24.5K
|
5.79K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-200- 3.59% |
$17.9K - $24.5K
|
5.37K
$587K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 38.1% |
$17.9K - $24.5K
|
325
$35.5K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.46% |
$17.9K - $24.5K
|
42.9K
$4.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-201- 1.16% |
$17.9K - $24.6K
|
17.1K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 13.82% |
$18.2K - $25K
|
1.27K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-209- 0.86% |
$18.7K - $25.6K
|
24.2K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-209- 0.64% |
$18.7K - $25.6K
|
32.5K
$3.55M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-213- 3.0% |
$19K - $26.1K
|
6.9K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-214- 1.81% |
$19.1K - $26.2K
|
11.6K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-214- 4.43% |
$19.1K - $26.2K
|
4.62K
$505K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-214- 1.36% |
$19.1K - $26.2K
|
15.6K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-217- 2.93% |
$19.4K - $26.6K
|
7.18K
$785K
|