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
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-756- 2.03% |
$67.5K - $92.5K
|
36.4K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-757- 0.86% |
$67.6K - $92.6K
|
86.9K
$9.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-758- 0.68% |
$67.7K - $92.7K
|
111K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-760- 1.02% |
$67.9K - $93K
|
74K
$8.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-760- 18.5% |
$67.9K - $93K
|
3.35K
$367K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-763- 4.49% |
$68.1K - $93.4K
|
16.2K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-766- 8.87% |
$68.4K - $93.7K
|
7.87K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-768- 4.68% |
$68.6K - $94K
|
15.6K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-770- 6.6% |
$68.8K - $94.2K
|
10.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-774- 8.39% |
$69.1K - $94.7K
|
8.46K
$927K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-776- 1.59% |
$69.3K - $95K
|
48K
$5.26M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-780- 2.86% |
$69.6K - $95.4K
|
26.5K
$2.9M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 7.66% |
$70.1K - $96.1K
|
9.46K
$1.04M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-787- 1.54% |
$70.3K - $96.3K
|
50.2K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-788- 28.5% |
$70.4K - $96.4K
|
1.98K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-790- 5.73% |
$70.5K - $96.7K
|
13K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-806- 12.05% |
$72K - $98.6K
|
5.88K
$645K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-810- 1.69% |
$72.3K - $99.1K
|
47.1K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-811- 1.15% |
$72.4K - $99.2K
|
69.6K
$7.63M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-812- 2.13% |
$72.5K - $99.4K
|
37.4K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-813- 1.12% |
$72.6K - $99.5K
|
72K
$7.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-818- 0.53% |
$73K - $100K
|
154K
$16.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-819- 17.43% |
$73.1K - $100K
|
3.88K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-820- 9.23% |
$73.2K - $100K
|
8.06K
$884K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-822- 15.8% |
$73.4K - $101K
|
4.38K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-822- 2.37% |
$73.4K - $101K
|
33.8K
$3.7M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-826- 9.85% |
$73.8K - $101K
|
7.56K
$829K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-826- 29.8% |
$73.8K - $101K
|
1.95K
$213K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-829- 5.24% |
$74K - $101K
|
15K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-837- 4.84% |
$74.7K - $102K
|
16.5K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-842- 0.57% |
$75.2K - $103K
|
147K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-847- 24.77% |
$75.6K - $104K
|
2.57K
$282K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-866- 18.58% |
$77.3K - $106K
|
3.8K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-869- 5.52% |
$77.6K - $106K
|
14.9K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-880- 11.34% |
$78.6K - $108K
|
6.88K
$754K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-880- 21.77% |
$78.6K - $108K
|
3.16K
$347K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-887- 3.31% |
$79.2K - $109K
|
25.9K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-900- 3.41% |
$80.4K - $110K
|
25.5K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-903- 8.98% |
$80.6K - $110K
|
9.16K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-904- 11.05% |
$80.7K - $111K
|
7.28K
$797K
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-910- 0.8% |
$81.3K - $111K
|
112K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-910- 7.45% |
$81.3K - $111K
|
11.3K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-913- 0.84% |
$81.5K - $112K
|
108K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-913- 23.49% |
$81.5K - $112K
|
2.97K
$326K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-914- 3.67% |
$81.6K - $112K
|
24K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-914- 7.15% |
$81.6K - $112K
|
11.9K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-916- 2.81% |
$81.8K - $112K
|
31.7K
$3.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-931- 2.08% |
$83.1K - $114K
|
43.9K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-932- 3.88% |
$83.2K - $114K
|
23.1K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-934- 3.61% |
$83.4K - $114K
|
25K
$2.74M
|