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 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-600- 1.45% |
$53.6K - $73.4K
|
40.9K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 23.08% |
$53.6K - $73.4K
|
2K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-600- 14.52% |
$53.6K - $73.4K
|
3.53K
$384K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-606- 20.15% |
$54.1K - $74.2K
|
2.4K
$261K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-610- 3.04% |
$54.5K - $74.6K
|
19.5K
$2.11M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-614- 9.85% |
$54.8K - $75.1K
|
5.62K
$611K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-615- 14.16% |
$54.9K - $75.3K
|
3.73K
$405K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-615- 6.84% |
$54.9K - $75.3K
|
8.37K
$910K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-618- 2.41% |
$55.2K - $75.6K
|
25K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-618- 7.82% |
$55.2K - $75.6K
|
7.29K
$792K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-625- 1.89% |
$55.8K - $76.5K
|
32.4K
$3.52M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-626- 0.89% |
$55.9K - $76.6K
|
69.7K
$7.58M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-629- 21.01% |
$56.2K - $77K
|
2.37K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-629- 9.32% |
$56.2K - $77K
|
6.12K
$665K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-630- 24.98% |
$56.3K - $77.1K
|
1.89K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-630- 3.56% |
$56.3K - $77.1K
|
17.1K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-631- 8.19% |
$56.3K - $77.2K
|
7.07K
$768K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-632- 8.17% |
$56.4K - $77.3K
|
7.11K
$772K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-636- 3.26% |
$56.8K - $77.8K
|
18.9K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-637- 0.33% |
$56.9K - $77.9K
|
191K
$20.8M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-644- 5.37% |
$57.5K - $78.8K
|
11.4K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-648- 12.17% |
$57.9K - $79.3K
|
4.68K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-656- 21.11% |
$58.6K - $80.3K
|
2.45K
$266K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-658- 23.42% |
$58.8K - $80.5K
|
2.15K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-661- 18.19% |
$59K - $80.9K
|
2.97K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-667- 11.0% |
$59.6K - $81.6K
|
5.39K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-672- 14.77% |
$60K - $82.2K
|
3.88K
$421K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-676- 2.81% |
$60.4K - $82.7K
|
23.4K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-676- 7.32% |
$60.4K - $82.7K
|
8.55K
$929K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-684- 0.64% |
$61.1K - $83.7K
|
105K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-685- 1.35% |
$61.2K - $83.8K
|
50.1K
$5.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-688- 2.33% |
$61.4K - $84.2K
|
28.9K
$3.14M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-688- 1.55% |
$61.4K - $84.2K
|
43.6K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-688- 5.65% |
$61.4K - $84.2K
|
11.5K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-689- 3.91% |
$61.5K - $84.3K
|
16.9K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-690- 2.09% |
$61.6K - $84.4K
|
32.3K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-690- 0.23% |
$61.6K - $84.4K
|
300K
$32.6M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-691- 2.96% |
$61.7K - $84.6K
|
22.7K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-693- 24.77% |
$61.9K - $84.8K
|
2.11K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-694- 0.7% |
$62K - $84.9K
|
98.8K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-696- 9.71% |
$62.1K - $85.2K
|
6.47K
$703K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-697- 4.15% |
$62.2K - $85.3K
|
16.1K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
SELL
|
- |
-700- 17.72% |
$62.5K - $85.7K
|
3.25K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-700- 27.18% |
$62.5K - $85.7K
|
1.88K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-700- 29.61% |
$62.5K - $85.7K
|
1.66K
$181K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-704- 4.72% |
$62.9K - $86.1K
|
14.2K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-726- 1.67% |
$64.8K - $88.8K
|
42.8K
$4.65M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-730- 9.24% |
$65.2K - $89.3K
|
7.17K
$779K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-736- 17.71% |
$65.7K - $90.1K
|
3.42K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-737- 2.58% |
$65.8K - $90.2K
|
27.8K
$3.02M
|