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 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.85K- 6.27% |
$165K - $227K
|
27.7K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-1.85K- 2.5% |
$165K - $227K
|
72.2K
$7.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.85K- 46.54% |
$166K - $227K
|
2.13K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.86K- 3.24% |
$166K - $228K
|
55.7K
$6.14M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.87K- 1.46% |
$167K - $229K
|
126K
$13.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.87K- 22.3% |
$167K - $229K
|
6.52K
$720K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.89K- 1.22% |
$169K - $231K
|
152K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.89K- 2.5% |
$169K - $231K
|
73.8K
$8.14M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.89K- 0.8% |
$169K - $231K
|
234K
$25.8M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.89K- 3.77% |
$169K - $232K
|
48.3K
$5.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.9K- 1.41% |
$170K - $232K
|
133K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.9K- 0.67% |
$170K - $232K
|
280K
$30.9M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 7.02% |
$170K - $232K
|
25.1K
$2.78M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.91K- 30.74% |
$171K - $234K
|
4.3K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.91K- 1.76% |
$171K - $234K
|
107K
$11.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 8.76% |
$171K - $234K
|
19.9K
$2.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.92K- 13.04% |
$172K - $235K
|
12.8K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.93K- 2.15% |
$172K - $236K
|
87.8K
$9.69M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.93K- 8.05% |
$173K - $237K
|
22.1K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.94K- 15.78% |
$173K - $237K
|
10.3K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.95K- 5.92% |
$174K - $238K
|
30.9K
$3.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.95K- 7.83% |
$174K - $239K
|
23K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.96K- 11.19% |
$175K - $240K
|
15.6K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-1.97K- 4.04% |
$176K - $241K
|
46.9K
$5.18M
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-1.97K- 0.12% |
$176K - $242K
|
1.65M
$182M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.01K- 79.38% |
$179K - $246K
|
522
$57.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.03K- 20.56% |
$181K - $249K
|
7.85K
$866K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.06K- 5.79% |
$184K - $253K
|
33.6K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.08K- 2.51% |
$185K - $254K
|
80.7K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.1K- 8.08% |
$187K - $256K
|
23.9K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.11K- 62.34% |
$188K - $258K
|
1.27K
$141K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.11K- 62.19% |
$189K - $259K
|
1.29K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.12K- 12.49% |
$189K - $259K
|
14.8K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-2.13K- 9.35% |
$190K - $260K
|
20.6K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.13K- 9.14% |
$190K - $260K
|
21.1K
$2.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.13K- 34.52% |
$190K - $260K
|
4.04K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.13K- 20.25% |
$190K - $261K
|
8.39K
$926K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.13K- 7.46% |
$190K - $261K
|
26.4K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.17K- 12.67% |
$193K - $265K
|
14.9K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.18K- 3.53% |
$195K - $267K
|
59.7K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.2K- 22.41% |
$196K - $269K
|
7.61K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.2K- 23.53% |
$196K - $269K
|
7.15K
$789K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.21K- 6.01% |
$197K - $270K
|
34.5K
$3.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.21K- 1.12% |
$197K - $270K
|
195K
$21.5M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.21K- 4.17% |
$197K - $271K
|
50.8K
$5.61M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.22K- 12.75% |
$198K - $271K
|
15.2K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.26K- 1.3% |
$202K - $276K
|
172K
$19M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.3K- 6.98% |
$205K - $281K
|
30.7K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.3K- 7.55% |
$205K - $281K
|
28.2K
$3.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.31K- 25.41% |
$206K - $282K
|
6.77K
$747K
|