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 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-501- 0.59% |
$44.7K - $61.3K
|
84.4K
$9.25M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-502- 4.17% |
$44.8K - $61.4K
|
11.5K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-503- 6.56% |
$44.9K - $61.5K
|
7.17K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-503- 4.38% |
$44.9K - $61.5K
|
11K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-508- 2.73% |
$45.4K - $62.2K
|
18.1K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-512- 4.63% |
$45.7K - $62.6K
|
10.5K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-516- 1.25% |
$46.1K - $63.1K
|
40.8K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-523- 0.51% |
$46.7K - $64K
|
103K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-524- 6.06% |
$46.8K - $64.1K
|
8.12K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-524- 1.54% |
$46.8K - $64.1K
|
33.5K
$3.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-525- 12.0% |
$46.9K - $64.2K
|
3.85K
$422K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-526- 11.79% |
$47K - $64.4K
|
3.94K
$431K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-527- 1.54% |
$47.1K - $64.5K
|
33.7K
$3.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-528- 1.82% |
$47.1K - $64.6K
|
28.5K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-531- 2.69% |
$47.4K - $65K
|
19.2K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-539- 1.63% |
$48.1K - $66K
|
32.6K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-539- 5.09% |
$48.1K - $66K
|
10.1K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-542- 1.7% |
$48.4K - $66.3K
|
31.3K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-543- 20.91% |
$48.5K - $66.4K
|
2.05K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-545- 11.59% |
$48.7K - $66.7K
|
4.16K
$455K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-548- 17.77% |
$48.9K - $67.1K
|
2.54K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-548- 4.01% |
$48.9K - $67.1K
|
13.1K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-550- 42.08% |
$49.1K - $67.3K
|
757
$83K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-550- 0.87% |
$49.1K - $67.3K
|
62.6K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-552- 14.5% |
$49.3K - $67.5K
|
3.25K
$357K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-555- 9.52% |
$49.6K - $67.9K
|
5.28K
$578K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-556- 1.67% |
$49.6K - $68K
|
32.6K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-557- 5.86% |
$49.7K - $68.2K
|
8.96K
$981K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-559- 10.88% |
$49.9K - $68.4K
|
4.58K
$502K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-560- 17.6% |
$50K - $68.5K
|
2.62K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-560- 1.21% |
$50K - $68.5K
|
45.7K
$5.01M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-560- 24.44% |
$50K - $68.5K
|
1.73K
$190K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-562- 4.83% |
$50.2K - $68.8K
|
11.1K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-565- 49.6% |
$50.4K - $69.1K
|
574
$62.9K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-568- 1.88% |
$50.7K - $69.5K
|
29.6K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-574- 4.66% |
$51.3K - $70.2K
|
11.7K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-575- 7.62% |
$51.3K - $70.4K
|
6.97K
$764K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-577- 11.16% |
$51.5K - $70.6K
|
4.6K
$504K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-582- 16.93% |
$52K - $71.2K
|
2.86K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-582- 10.14% |
$52K - $71.2K
|
5.16K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-589- 10.64% |
$52.6K - $72.1K
|
4.95K
$542K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-590- 13.88% |
$52.7K - $72.2K
|
3.66K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-595- 1.11% |
$53.1K - $72.8K
|
52.9K
$5.8M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-595- 1.98% |
$53.1K - $72.8K
|
29.4K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-596- 60.02% |
$53.2K - $72.9K
|
397
$43.5K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-596- 6.76% |
$53.2K - $72.9K
|
8.22K
$901K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-600- 1.45% |
$53.6K - $73.4K
|
40.9K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 23.08% |
$53.6K - $73.4K
|
2K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-600- 14.52% |
$53.6K - $73.4K
|
3.53K
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-606- 20.15% |
$54.1K - $74.2K
|
2.4K
$263K
|