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 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.42K- 18.72% |
$127K - $174K
|
6.17K
$681K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.43K- 3.75% |
$127K - $174K
|
36.6K
$4.04M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 0.95% |
$127K - $174K
|
149K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.43K- 11.12% |
$128K - $175K
|
11.4K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.44K- 1.58% |
$128K - $176K
|
89.8K
$9.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.44K- 1.38% |
$129K - $176K
|
103K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.45K- 8.37% |
$129K - $177K
|
15.8K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-1.45K- 29.29% |
$129K - $177K
|
3.5K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.45K- 3.83% |
$129K - $177K
|
36.4K
$4.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.46K- 18.71% |
$131K - $179K
|
6.35K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.46K- 2.66% |
$131K - $179K
|
53.5K
$5.91M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.47K- 1.17% |
$132K - $180K
|
124K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.48K- 9.18% |
$133K - $182K
|
14.7K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.49K- 44.24% |
$133K - $182K
|
1.88K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.51K- 22.99% |
$134K - $184K
|
5.04K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.52K- 8.35% |
$136K - $186K
|
16.7K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.52K- 39.08% |
$136K - $186K
|
2.37K
$262K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.53K- 32.66% |
$136K - $187K
|
3.15K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.53K- 13.52% |
$137K - $188K
|
9.8K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.54K- 33.38% |
$137K - $188K
|
3.06K
$338K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.54K- 4.17% |
$137K - $188K
|
35.2K
$3.89M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.58K- 8.72% |
$141K - $193K
|
16.5K
$1.82M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.58K- 37.12% |
$141K - $193K
|
2.67K
$295K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-1.58K- 3.08% |
$141K - $193K
|
49.6K
$5.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.58K- 14.51% |
$141K - $193K
|
9.3K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.59K- 2.3% |
$142K - $194K
|
67.3K
$7.43M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.6K- 26.82% |
$143K - $196K
|
4.36K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.6K- 26.26% |
$143K - $196K
|
4.49K
$495K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.62K- 15.98% |
$144K - $198K
|
8.51K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.63K- 0.22% |
$146K - $199K
|
749K
$82.7M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 12.83% |
$146K - $200K
|
11.1K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.64K- 3.08% |
$146K - $201K
|
51.6K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.67K- 24.74% |
$149K - $204K
|
5.08K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.68K- 4.06% |
$150K - $205K
|
39.6K
$4.37M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.68K- 2.47% |
$150K - $206K
|
66.4K
$7.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.69K- 2.26% |
$151K - $206K
|
72.8K
$8.04M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.69K- 4.92% |
$151K - $207K
|
32.6K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.7K- 3.73% |
$152K - $208K
|
43.9K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.7K- 6.62% |
$152K - $208K
|
24K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.77K- 22.21% |
$158K - $217K
|
6.2K
$684K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.77K- 5.69% |
$158K - $217K
|
29.3K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 2.0% |
$159K - $218K
|
87.3K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.79K- 26.55% |
$160K - $220K
|
4.96K
$548K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.8K- 20.97% |
$160K - $220K
|
6.76K
$747K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.8K- 44.12% |
$161K - $221K
|
2.28K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-1.82K- 3.75% |
$163K - $223K
|
46.8K
$5.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 10.78% |
$165K - $226K
|
15.3K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.84K- 0.69% |
$165K - $226K
|
266K
$29.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.85K- 20.07% |
$165K - $226K
|
7.36K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 4.35% |
$165K - $226K
|
40.6K
$4.48M
|