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
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-194- 4.1% |
$17.3K - $23.7K
|
4.53K
$544K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-195- 4.79% |
$17.4K - $23.9K
|
3.87K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-195- 2.92% |
$17.4K - $23.9K
|
6.48K
$777K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-198- 4.39% |
$17.7K - $24.2K
|
4.31K
$517K
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-200- 3.34% |
$17.9K - $24.5K
|
5.79K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
SELL
|
- |
-200- 3.59% |
$17.9K - $24.5K
|
5.37K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 38.1% |
$17.9K - $24.5K
|
325
$39K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.46% |
$17.9K - $24.5K
|
42.9K
$5.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-201- 1.16% |
$17.9K - $24.6K
|
17.1K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-204- 13.82% |
$18.2K - $25K
|
1.27K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-209- 0.86% |
$18.7K - $25.6K
|
24.2K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-209- 0.64% |
$18.7K - $25.6K
|
32.5K
$3.9M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-213- 3.0% |
$19K - $26.1K
|
6.9K
$827K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-214- 1.81% |
$19.1K - $26.2K
|
11.6K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-214- 4.43% |
$19.1K - $26.2K
|
4.62K
$554K
|
|
|
May 21, 2024
Q1 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-214- 1.36% |
$19.1K - $26.2K
|
15.6K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-217- 2.93% |
$19.4K - $26.6K
|
7.18K
$861K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-218- 5.6% |
$19.5K - $26.7K
|
3.67K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-219- 17.76% |
$19.6K - $26.8K
|
1.01K
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-222- 4.14% |
$19.8K - $27.2K
|
5.14K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-222- 10.61% |
$19.8K - $27.2K
|
1.87K
$224K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-222- 8.48% |
$19.8K - $27.2K
|
2.4K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-224- 1.8% |
$20K - $27.4K
|
12.2K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$303K
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-225- 2.18% |
$20.1K - $27.5K
|
10.1K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-226- 0.25% |
$20.2K - $27.7K
|
91.4K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-226- 0.61% |
$20.2K - $27.7K
|
37K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-228- 4.18% |
$20.4K - $27.9K
|
5.23K
$627K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-230- 4.73% |
$20.5K - $28.1K
|
4.63K
$555K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-230- 2.16% |
$20.5K - $28.1K
|
10.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-231- 0.97% |
$20.6K - $28.3K
|
23.6K
$2.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-233- 0.91% |
$20.8K - $28.5K
|
25.2K
$3.03M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-234- 9.79% |
$20.9K - $28.6K
|
2.16K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-235- 1.43% |
$21K - $28.8K
|
16.2K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-235- 4.43% |
$21K - $28.8K
|
5.07K
$608K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-235- 4.11% |
$21K - $28.8K
|
5.48K
$657K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 4.74% |
$21.2K - $29K
|
4.77K
$572K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-239- 1.53% |
$21.3K - $29.2K
|
15.3K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-240- 90.57% |
$21.4K - $29.4K
|
25
$3K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-240- 1.33% |
$21.4K - $29.4K
|
17.8K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-241- 14.75% |
$21.5K - $29.5K
|
1.39K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-241- 10.04% |
$21.5K - $29.5K
|
2.16K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-242- 4.01% |
$21.6K - $29.6K
|
5.79K
$694K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-243- 2.54% |
$21.7K - $29.7K
|
9.32K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-244- 21.81% |
$21.8K - $29.9K
|
875
$105K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-245- 1.11% |
$21.9K - $30K
|
21.8K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-247- 4.32% |
$22.1K - $30.2K
|
5.48K
$657K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-248- 3.81% |
$22.1K - $30.3K
|
6.26K
$751K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-249- 2.31% |
$22.2K - $30.5K
|
10.5K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-250- 6.15% |
$22.3K - $30.6K
|
3.82K
$458K
|