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
|
Graypoint LLC
|
SELL
|
- |
-934- 3.61% |
$83.4K - $114K
|
25K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-935- 0.79% |
$83.5K - $114K
|
117K
$12.9M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-940- 2.48% |
$83.9K - $115K
|
37K
$4.09M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-946- 6.26% |
$84.5K - $116K
|
14.2K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-950- 5.78% |
$84.8K - $116K
|
15.5K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-950- 2.37% |
$84.8K - $116K
|
39.2K
$4.33M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-954- 9.39% |
$85.2K - $117K
|
9.21K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-955- 4.65% |
$85.3K - $117K
|
19.6K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-967- 8.42% |
$86.3K - $118K
|
10.5K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-980- 9.52% |
$87.5K - $120K
|
9.32K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-985- 2.73% |
$88K - $121K
|
35.1K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-987- 7.56% |
$88.1K - $121K
|
12.1K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-997- 14.28% |
$89K - $122K
|
5.99K
$661K
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-998- 1.59% |
$89.1K - $122K
|
61.6K
$6.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1K- 96.34% |
$89.3K - $122K
|
38
$4.19K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1K- 2.18% |
$89.3K - $122K
|
44.9K
$4.96M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1K- 3.03% |
$89.6K - $123K
|
32.1K
$3.55M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1K- 3.03% |
$89.6K - $123K
|
32.1K
$3.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.01K- 14.9% |
$89.8K - $123K
|
5.75K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.01K- 13.63% |
$90.3K - $124K
|
6.41K
$707K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-1.01K- 5.49% |
$90.4K - $124K
|
17.4K
$1.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.02K- 5.88% |
$90.7K - $124K
|
16.3K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.02K- 5.86% |
$90.9K - $125K
|
16.3K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.02K- 20.3% |
$91K - $125K
|
4K
$442K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.02K- 6.09% |
$91.1K - $125K
|
15.7K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.02K- 13.86% |
$91.2K - $125K
|
6.35K
$700K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 7.28% |
$91.4K - $125K
|
13K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 15.21% |
$91.7K - $126K
|
5.73K
$632K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-1.03K- 17.52% |
$92K - $126K
|
4.85K
$535K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.04K- 0.08% |
$93.1K - $128K
|
1.24M
$137M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.05K- 16.45% |
$93.5K - $128K
|
5.32K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 27.03% |
$93.5K - $128K
|
2.83K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.05K- 27.51% |
$93.8K - $129K
|
2.77K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 18.83% |
$95.1K - $130K
|
4.59K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.07K- 8.37% |
$95.4K - $131K
|
11.7K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.07K- 4.65% |
$95.5K - $131K
|
21.9K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.08K- 4.25% |
$96K - $132K
|
24.2K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.09K- 21.45% |
$97.1K - $133K
|
3.98K
$439K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.09K- 7.55% |
$97.2K - $133K
|
13.3K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 2.6% |
$97.6K - $134K
|
40.9K
$4.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.09K- 9.6% |
$97.7K - $134K
|
10.3K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.1K- 4.34% |
$97.8K - $134K
|
24.1K
$2.66M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.1K- 13.35% |
$97.8K - $134K
|
7.11K
$785K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.1K- 1.4% |
$97.9K - $134K
|
77.1K
$8.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.1K- 10.17% |
$98K - $134K
|
9.69K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 35.16% |
$98.3K - $135K
|
2.03K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 1.91% |
$99.5K - $136K
|
57.2K
$6.32M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.11K- 11.04% |
$99.5K - $136K
|
8.98K
$991K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.12K- 1.56% |
$99.6K - $136K
|
70.5K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.13K- 1.38% |
$100K - $138K
|
80.4K
$8.87M
|