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 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-3.91K- 13.81% |
$349K - $478K
|
24.4K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.93K- 16.63% |
$350K - $480K
|
19.7K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.96K- 10.57% |
$353K - $484K
|
33.5K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.96K- 0.11% |
$353K - $484K
|
3.45M
$416M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-3.98K- 60.58% |
$355K - $487K
|
2.59K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-4K- 2.81% |
$358K - $490K
|
138K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-4.05K- 23.16% |
$362K - $496K
|
13.5K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.08K- 6.43% |
$364K - $499K
|
59.3K
$7.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.08K- 68.09% |
$364K - $499K
|
1.91K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.17K- 37.26% |
$372K - $510K
|
7.02K
$846K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.18K- 19.77% |
$373K - $511K
|
17K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.18K- 48.38% |
$374K - $512K
|
4.46K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.19K- 11.39% |
$374K - $512K
|
32.6K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-4.2K- 4.96% |
$375K - $514K
|
80.4K
$9.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.24K- 10.83% |
$379K - $519K
|
34.9K
$4.21M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.25K- 12.01% |
$380K - $520K
|
31.2K
$3.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.26K- 10.0% |
$381K - $521K
|
38.3K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.27K- 8.41% |
$381K - $522K
|
46.5K
$5.61M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-4.28K- 7.76% |
$382K - $524K
|
50.9K
$6.14M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.32K- 1.76% |
$386K - $528K
|
240K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.32K- 1.93% |
$386K - $529K
|
219K
$26.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.32K- 5.38% |
$386K - $529K
|
76K
$9.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.33K- 8.81% |
$386K - $529K
|
44.8K
$5.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-4.34K- 69.18% |
$387K - $531K
|
1.93K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.36K- 11.32% |
$389K - $533K
|
34.1K
$4.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.44K- 49.53% |
$396K - $543K
|
4.52K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-4.45K- 11.05% |
$397K - $544K
|
35.8K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.46K- 17.92% |
$399K - $546K
|
20.4K
$2.47M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.47K- 4.37% |
$399K - $547K
|
97.7K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.49K- 12.54% |
$401K - $549K
|
31.3K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.5K- 20.89% |
$402K - $551K
|
17K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.5K- 30.04% |
$402K - $551K
|
10.5K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.55K- 6.91% |
$406K - $557K
|
61.3K
$7.39M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.57K- 21.58% |
$408K - $559K
|
16.6K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-4.62K- 74.88% |
$413K - $565K
|
1.55K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.65K- 1.92% |
$415K - $568K
|
237K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.65K- 7.14% |
$416K - $569K
|
60.5K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.7K- 14.04% |
$420K - $575K
|
28.8K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.77K- 24.91% |
$425K - $583K
|
14.4K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.77K- 3.87% |
$426K - $583K
|
119K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.81K- 5.26% |
$429K - $588K
|
86.6K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.82K- 2.83% |
$430K - $590K
|
166K
$20M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4.85K- 55.53% |
$433K - $593K
|
3.88K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.9K- 60.3% |
$437K - $599K
|
3.22K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.91K- 9.88% |
$438K - $601K
|
44.8K
$5.4M
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-4.95K- 0.93% |
$442K - $605K
|
528K
$63.7M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5.01K- 91.22% |
$447K - $613K
|
482
$58.1K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.04K- 2.22% |
$450K - $617K
|
222K
$26.7M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.07K- 8.82% |
$452K - $620K
|
52.4K
$6.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-5.07K- 13.27% |
$453K - $620K
|
33.1K
$4M
|