Purchases and Sales Made in Q2 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.03KNew |
$201K - $249K
|
2.03K
$200K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.02K+ 18.14% |
$200K - $248K
|
13.1K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 66.33% |
$197K - $244K
|
4.99K
$493K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.98K+ 11.88% |
$197K - $243K
|
18.7K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1.97K+ 136.71% |
$196K - $242K
|
3.41K
$337K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.94K+ 16.09% |
$193K - $238K
|
14K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.91K+ 4.61% |
$190K - $235K
|
43.4K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.91K+ 1.37% |
$190K - $235K
|
141K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.91K+ 4.64% |
$190K - $234K
|
43.1K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.89K+ 110.05% |
$188K - $233K
|
3.62K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.89K+ 4.23% |
$187K - $232K
|
46.5K
$4.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 7.98% |
$183K - $226K
|
25K
$2.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.82K+ 32.04% |
$181K - $224K
|
7.51K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.82K+ 13.63% |
$180K - $223K
|
15.1K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.81K+ 5.17% |
$180K - $222K
|
36.8K
$3.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.78K+ 1.59% |
$177K - $218K
|
114K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.78K+ 6.76% |
$177K - $218K
|
28.1K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.78K+ 4.03% |
$176K - $218K
|
45.9K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.77K+ 26.14% |
$176K - $217K
|
8.53K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 4.82% |
$175K - $217K
|
38.4K
$3.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.74K+ 4.76% |
$173K - $214K
|
38.3K
$3.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.73K+ 7.04% |
$171K - $212K
|
26.2K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.7K+ 0.89% |
$169K - $209K
|
193K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.69K+ 4.67% |
$168K - $208K
|
38K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.69K+ 3.69% |
$168K - $208K
|
47.5K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 2.67% |
$167K - $207K
|
64.7K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 18.1% |
$167K - $207K
|
11K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.68K+ 43.57% |
$167K - $206K
|
5.53K
$547K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.67K+ 4.23% |
$166K - $206K
|
41.2K
$4.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.67K+ 16.16% |
$166K - $205K
|
12K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.66K+ 58.25% |
$165K - $204K
|
4.52K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.66K+ 12.67% |
$164K - $203K
|
14.7K
$1.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.65K+ 14.27% |
$164K - $203K
|
13.2K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.64K+ 4.11% |
$163K - $202K
|
41.7K
$4.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.62K+ 7.11% |
$160K - $198K
|
24.3K
$2.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.61K+ 7.02% |
$160K - $198K
|
24.6K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.61K+ 5.34% |
$160K - $198K
|
31.8K
$3.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.61K+ 5.78% |
$160K - $197K
|
29.4K
$2.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.6K+ 14.55% |
$159K - $197K
|
12.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.59K+ 16.22% |
$158K - $196K
|
11.4K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.59K+ 10.78% |
$158K - $196K
|
16.4K
$1.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.58K+ 28.82% |
$157K - $194K
|
7.08K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.58K+ 6.53% |
$157K - $194K
|
25.8K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.58K+ 2.52% |
$156K - $193K
|
64.2K
$6.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 4.69% |
$156K - $193K
|
35K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.56K+ 18.18% |
$155K - $191K
|
10.1K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.55K+ 1.23% |
$154K - $191K
|
127K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.55K+ 10.18% |
$154K - $191K
|
16.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.54K+ 2.0% |
$153K - $189K
|
78.7K
$7.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53K+ 48.51% |
$152K - $188K
|
4.68K
$462K
|