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 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-414- 0.38% |
$37K - $50.7K
|
108K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-415- 11.07% |
$37.1K - $50.8K
|
3.34K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-419- 4.27% |
$37.4K - $51.3K
|
9.4K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-421- 7.12% |
$37.6K - $51.5K
|
5.49K
$597K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-421- 42.06% |
$37.6K - $51.5K
|
580
$63K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-421- 9.15% |
$37.6K - $51.5K
|
4.18K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-421- 2.33% |
$37.6K - $51.5K
|
17.7K
$1.92M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-421- 3.18% |
$37.6K - $51.5K
|
12.8K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-428- 2.03% |
$38.2K - $52.4K
|
20.7K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-429- 3.37% |
$38.3K - $52.5K
|
12.3K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-431- 2.4% |
$38.5K - $52.7K
|
17.6K
$1.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-435- 4.07% |
$38.8K - $53.2K
|
10.2K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-435- 12.93% |
$38.8K - $53.2K
|
2.93K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-437- 13.3% |
$39K - $53.5K
|
2.85K
$310K
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
SELL
|
- |
-438- 1.29% |
$39.1K - $53.6K
|
33.5K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-440- 12.54% |
$39.3K - $53.8K
|
3.07K
$333K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-444- 14.35% |
$39.6K - $54.3K
|
2.65K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-444- 4.12% |
$39.6K - $54.3K
|
10.3K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-444- 2.93% |
$39.6K - $54.3K
|
14.7K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-446- 10.29% |
$39.8K - $54.6K
|
3.89K
$422K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-450- 2.16% |
$40.2K - $55.1K
|
20.4K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-452- 17.08% |
$40.4K - $55.3K
|
2.2K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-453- 7.58% |
$40.4K - $55.4K
|
5.53K
$600K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-453- 1.79% |
$40.4K - $55.4K
|
24.9K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-454- 6.23% |
$40.5K - $55.6K
|
6.83K
$742K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-463- 7.26% |
$41.3K - $56.7K
|
5.91K
$642K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-467- 9.49% |
$41.7K - $57.1K
|
4.45K
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-468- 1.69% |
$41.8K - $57.3K
|
27.2K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-470- 1.29% |
$42K - $57.5K
|
36.1K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-470- 8.5% |
$42K - $57.5K
|
5.06K
$550K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-470- 9.83% |
$42K - $57.5K
|
4.31K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-471- 0.12% |
$42.1K - $57.6K
|
378K
$41M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-473- 6.81% |
$42.2K - $57.9K
|
6.47K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-476- 1.5% |
$42.5K - $58.2K
|
31.2K
$3.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-477- 33.19% |
$42.6K - $58.4K
|
960
$104K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-477- 7.52% |
$42.6K - $58.4K
|
5.87K
$637K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-479- 9.0% |
$42.8K - $58.6K
|
4.84K
$526K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-480- 3.58% |
$42.9K - $58.7K
|
12.9K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-481- 1.91% |
$42.9K - $58.9K
|
24.7K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-481- 3.79% |
$42.9K - $58.9K
|
12.2K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-482- 4.43% |
$43K - $59K
|
10.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-488- 2.25% |
$43.6K - $59.7K
|
21.2K
$2.31M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-489- 2.56% |
$43.7K - $59.8K
|
18.6K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-489- 9.05% |
$43.7K - $59.8K
|
4.91K
$534K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-491- 10.66% |
$43.8K - $60.1K
|
4.11K
$447K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-491- 19.29% |
$43.8K - $60.1K
|
2.06K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-492- 0.03% |
$43.9K - $60.2K
|
1.8M
$196M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-496- 18.4% |
$44.3K - $60.7K
|
2.2K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-497- 12.27% |
$44.4K - $60.8K
|
3.55K
$386K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-497- 12.98% |
$44.4K - $60.8K
|
3.33K
$362K
|