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 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.84K- 6.76% |
$700K - $959K
|
108K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.88K- 6.77% |
$703K - $964K
|
108K
$11.8M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7.89K- 48.89% |
$705K - $966K
|
8.25K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.9K- 5.66% |
$705K - $967K
|
132K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-7.91K- 8.99% |
$706K - $968K
|
80.1K
$8.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.92K- 40.77% |
$707K - $969K
|
11.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-8.01K- 25.8% |
$715K - $980K
|
23K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.08K- 59.44% |
$721K - $988K
|
5.51K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.13K- 4.63% |
$726K - $995K
|
167K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.15K- 3.92% |
$728K - $997K
|
200K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.16K- 2.62% |
$729K - $998K
|
303K
$32.9M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.3K- 2.48% |
$741K - $1.02M
|
326K
$35.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.32K- 98.26% |
$743K - $1.02M
|
147
$16K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-8.52K- 22.3% |
$760K - $1.04M
|
29.7K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8.57K- 7.85% |
$765K - $1.05M
|
101K
$10.9M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-8.61K- 21.16% |
$768K - $1.05M
|
32.1K
$3.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.62K- 23.24% |
$770K - $1.05M
|
28.5K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-8.66K- 1.35% |
$774K - $1.06M
|
635K
$69M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.77K- 3.36% |
$783K - $1.07M
|
253K
$27.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-8.9K- 2.84% |
$795K - $1.09M
|
304K
$33M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9K- 3.15% |
$803K - $1.1M
|
277K
$30.1M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-9.36K- 5.25% |
$836K - $1.15M
|
169K
$18.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.4K- 47.34% |
$839K - $1.15M
|
10.5K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.45K- 6.64% |
$844K - $1.16M
|
133K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.49K- 9.19% |
$847K - $1.16M
|
93.8K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-9.51K- 3.1% |
$849K - $1.16M
|
297K
$32.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.52K- 1.04% |
$850K - $1.17M
|
903K
$98.1M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-9.55K- 22.73% |
$853K - $1.17M
|
32.5K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.69K- 24.26% |
$865K - $1.19M
|
30.2K
$3.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.71K- 10.46% |
$867K - $1.19M
|
83.2K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10.1K- 3.72% |
$901K - $1.23M
|
261K
$28.4M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-10.2K- 4.44% |
$913K - $1.25M
|
220K
$23.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-10.7K- 85.77% |
$957K - $1.31M
|
1.78K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-10.8K- 19.52% |
$968K - $1.33M
|
44.7K
$4.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-10.9K- 20.77% |
$971K - $1.33M
|
41.5K
$4.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-11K- 94.74% |
$978K - $1.34M
|
608
$66.1K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-11.2K- 99.91% |
$997K - $1.37M
|
10
$1.09K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-11.3K- 22.43% |
$1.01M - $1.38M
|
39.2K
$4.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.4K- 27.67% |
$1.02M - $1.4M
|
29.9K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-12.2K- 77.1% |
$1.09M - $1.49M
|
3.61K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.5K- 45.62% |
$1.11M - $1.52M
|
14.8K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.5K- 4.18% |
$1.12M - $1.54M
|
287K
$31.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12.6K- 13.43% |
$1.12M - $1.54M
|
81.1K
$8.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-12.8K- 12.42% |
$1.14M - $1.56M
|
90.2K
$9.8M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-13.1K- 30.67% |
$1.17M - $1.6M
|
29.6K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-13.4K- 3.92% |
$1.2M - $1.64M
|
328K
$35.7M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4KClosed |
$1.2M - $1.64M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-13.7K- 12.94% |
$1.22M - $1.68M
|
92.2K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.8K- 0.98% |
$1.23M - $1.69M
|
1.39M
$151M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-13.8K- 16.52% |
$1.23M - $1.69M
|
69.6K
$7.57M
|