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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.51K+ 17.73% |
$150K - $186K
|
10.1K
$995K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.51K+ 2.67% |
$150K - $186K
|
58.2K
$5.76M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 8.48% |
$150K - $185K
|
19.3K
$1.91M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.48K+ 154.58% |
$147K - $182K
|
2.44K
$242K
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
1.48K+ 18.04% |
$147K - $182K
|
9.7K
$959K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.47K+ 24.35% |
$146K - $180K
|
7.5K
$742K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.46K+ 64.17% |
$145K - $180K
|
3.74K
$370K
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.46K+ 5.39% |
$145K - $179K
|
28.6K
$2.83M
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.46K+ 8.96% |
$145K - $179K
|
17.7K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.45K+ 28.44% |
$143K - $177K
|
6.53K
$646K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 43.74% |
$143K - $177K
|
4.73K
$468K
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.44K+ 2.19% |
$142K - $176K
|
67K
$6.63M
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 2.88% |
$142K - $176K
|
51.3K
$5.07M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 7.23% |
$140K - $173K
|
20.9K
$2.07M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.4K+ 9.91% |
$139K - $172K
|
15.6K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.4K+ 8.14% |
$139K - $172K
|
18.6K
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 23.44% |
$133K - $165K
|
7.07K
$699K
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.34K+ 6.79% |
$133K - $164K
|
21K
$2.08M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 8.89% |
$132K - $164K
|
16.3K
$1.61M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.33K+ 11.18% |
$132K - $163K
|
13.2K
$1.31M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.32K+ 15.83% |
$131K - $162K
|
9.66K
$956K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.32K+ 1.23% |
$131K - $162K
|
108K
$10.7M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.31K+ 19.96% |
$130K - $161K
|
7.88K
$779K
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.31K+ 6.39% |
$130K - $160K
|
21.7K
$2.15M
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.31K+ 3.82% |
$130K - $160K
|
35.4K
$3.5M
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.3K+ 6.64% |
$129K - $160K
|
20.9K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.29K+ 4.95% |
$128K - $158K
|
27.3K
$2.7M
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
1.28K+ 12.13% |
$127K - $157K
|
11.8K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.27K+ 11.51% |
$126K - $156K
|
12.3K
$1.22M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.27K+ 12.51% |
$126K - $156K
|
11.4K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.25K+ 51.14% |
$124K - $154K
|
3.7K
$366K
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
1.25K+ 5.0% |
$124K - $153K
|
26.1K
$2.59M
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.23K+ 14.58% |
$123K - $152K
|
9.7K
$959K
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 4.13% |
$122K - $151K
|
31K
$3.06M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.22K+ 2.37% |
$121K - $150K
|
52.7K
$5.21M
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.22K+ 1.5% |
$121K - $150K
|
82.2K
$8.13M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.21K+ 0.44% |
$121K - $149K
|
278K
$27.5M
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 4.94% |
$120K - $148K
|
25.6K
$2.53M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.21K+ 35.74% |
$120K - $148K
|
4.58K
$453K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 0.72% |
$119K - $147K
|
168K
$16.7M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 5.28% |
$119K - $147K
|
23.9K
$2.36M
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.18K+ 30.05% |
$117K - $145K
|
5.11K
$505K
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.18K+ 1.36% |
$117K - $145K
|
87.9K
$8.69M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
1.18K+ 4.0% |
$117K - $145K
|
30.6K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 0.93% |
$117K - $144K
|
127K
$12.6M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.16K+ 4.04% |
$115K - $143K
|
30K
$2.97M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.16K+ 4.22% |
$115K - $142K
|
28.7K
$2.84M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.16K+ 3.91% |
$115K - $142K
|
30.8K
$3.05M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.16K+ 2.18% |
$115K - $142K
|
54.2K
$5.36M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
1.15K+ 10.35% |
$114K - $141K
|
12.3K
$1.21M
|