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 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.31K- 6.53% |
$206K - $283K
|
33.1K
$3.65M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.32K- 47.41% |
$207K - $284K
|
2.58K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 31.32% |
$208K - $285K
|
5.11K
$564K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.35K- 25.91% |
$209K - $287K
|
6.71K
$740K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 7.33% |
$210K - $287K
|
29.7K
$3.28M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.35K- 4.03% |
$210K - $287K
|
56K
$6.18M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.35K- 29.47% |
$210K - $288K
|
5.62K
$621K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.36K- 37.14% |
$210K - $288K
|
3.99K
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.36K- 4.22% |
$211K - $289K
|
53.6K
$5.92M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.37K- 50.0% |
$212K - $290K
|
2.37K
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.39K- 8.06% |
$214K - $293K
|
27.3K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.41K- 17.91% |
$216K - $295K
|
11.1K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.43K- 5.08% |
$217K - $297K
|
45.3K
$5M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.44K- 8.48% |
$218K - $299K
|
26.4K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-2.45K- 0.33% |
$219K - $300K
|
737K
$81.3M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.48K- 5.49% |
$221K - $303K
|
42.6K
$4.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-2.48K- 13.38% |
$221K - $303K
|
16K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.52K- 47.6% |
$225K - $309K
|
2.78K
$306K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.56K- 48.5% |
$229K - $314K
|
2.72K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.57K- 6.34% |
$230K - $315K
|
38K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.58K- 49.17% |
$230K - $315K
|
2.66K
$294K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.58K- 9.07% |
$230K - $315K
|
25.8K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-2.59K- 16.15% |
$231K - $316K
|
13.4K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.6K- 2.46% |
$233K - $319K
|
103K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-2.6K- 1.16% |
$233K - $319K
|
222K
$24.5M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.61K- 3.39% |
$233K - $319K
|
74.4K
$8.21M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.62K- 22.73% |
$234K - $321K
|
8.92K
$984K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.64K- 70.63% |
$236K - $323K
|
1.1K
$121K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.64K- 8.71% |
$236K - $323K
|
27.7K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.65K- 52.18% |
$237K - $325K
|
2.43K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.67K- 35.73% |
$239K - $327K
|
4.81K
$531K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.68K- 7.38% |
$240K - $328K
|
33.7K
$3.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.7K- 18.29% |
$241K - $330K
|
12.1K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.76K- 16.42% |
$246K - $337K
|
14K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.84K- 41.07% |
$253K - $347K
|
4.07K
$449K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.85K- 6.72% |
$254K - $348K
|
39.5K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.86K- 11.32% |
$256K - $350K
|
22.4K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.9K- 23.49% |
$259K - $355K
|
9.45K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.9K- 43.4% |
$259K - $355K
|
3.78K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.91K- 0.76% |
$259K - $356K
|
380K
$42M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.92K- 51.95% |
$261K - $357K
|
2.7K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.98K- 54.34% |
$266K - $364K
|
2.5K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 28.5% |
$267K - $366K
|
7.5K
$828K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3K- 0.54% |
$268K - $367K
|
549K
$60.6M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3K- 40.75% |
$268K - $367K
|
4.36K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.06K- 80.63% |
$273K - $374K
|
735
$81.1K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.08K- 9.98% |
$275K - $377K
|
27.8K
$3.07M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 10.77% |
$276K - $378K
|
25.6K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.1K- 36.07% |
$277K - $379K
|
5.5K
$607K
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.12K- 3.14% |
$279K - $382K
|
96.4K
$10.6M
|