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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15K+ 2.81% |
$114K - $141K
|
42.1K
$4.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.15K+ 11.96% |
$114K - $141K
|
10.7K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.15K+ 12.8% |
$114K - $141K
|
10.1K
$999K
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.15K+ 6.59% |
$114K - $141K
|
18.5K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.13K+ 8.41% |
$112K - $139K
|
14.6K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 18.64% |
$112K - $139K
|
7.2K
$712K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.13K+ 10.76% |
$112K - $139K
|
11.6K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.13KNew |
$112K - $139K
|
1.13K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.12K+ 1.02% |
$111K - $138K
|
111K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.12K+ 2.21% |
$111K - $138K
|
51.7K
$5.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.12K+ 0.3% |
$111K - $137K
|
378K
$37.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 1.09% |
$111K - $137K
|
104K
$10.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.11K+ 2.43% |
$110K - $136K
|
46.9K
$4.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.11K+ 19.26% |
$110K - $136K
|
6.87K
$680K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.1K+ 6.26% |
$109K - $135K
|
18.7K
$1.85M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.1K+ 56.47% |
$109K - $135K
|
3.05K
$301K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.1K+ 27.15% |
$109K - $134K
|
5.13K
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 4.71% |
$108K - $134K
|
24.3K
$2.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.09K+ 7.34% |
$108K - $134K
|
15.9K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08K+ 10.28% |
$108K - $133K
|
11.6K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.08K+ 5.71% |
$107K - $133K
|
20K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.07K+ 5.72% |
$106K - $131K
|
19.7K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.06K+ 13.03% |
$106K - $131K
|
9.23K
$913K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.05K+ 2.03% |
$104K - $129K
|
52.8K
$5.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.05K+ 10.67% |
$104K - $129K
|
10.9K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.04K+ 1.53% |
$104K - $128K
|
69.1K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.04K+ 79.44% |
$104K - $128K
|
2.36K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.04K+ 4.98% |
$103K - $128K
|
21.9K
$2.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.04K+ 33.18% |
$103K - $127K
|
4.16K
$411K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.04K+ 12.73% |
$103K - $127K
|
9.18K
$908K
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 5.85% |
$102K - $126K
|
18.6K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.02K+ 13.89% |
$101K - $125K
|
8.35K
$826K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.02K+ 6.92% |
$101K - $125K
|
15.7K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.01K+ 22.67% |
$99.8K - $123K
|
5.44K
$538K
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1K+ 7.02% |
$99.3K - $123K
|
15.3K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 0.25% |
$99.3K - $123K
|
397K
$39.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 6.03% |
$99.3K - $123K
|
17.6K
$1.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$97.8K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
988+ 2.98% |
$98.1K - $121K
|
34.1K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
985+ 56.64% |
$97.8K - $121K
|
2.72K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
984+ 8.42% |
$97.7K - $121K
|
12.7K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
980+ 80.92% |
$97.3K - $120K
|
2.19K
$217K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
980+ 6.9% |
$97.3K - $120K
|
15.2K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
979+ 10.34% |
$97.2K - $120K
|
10.4K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
978+ 22.87% |
$97.1K - $120K
|
5.26K
$520K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
975+ 1.99% |
$96.8K - $120K
|
50K
$4.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
971+ 14.37% |
$96.4K - $119K
|
7.73K
$765K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
965+ 15.69% |
$95.8K - $119K
|
7.12K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
965+ 10.25% |
$95.8K - $119K
|
10.4K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
958+ 3.02% |
$95.1K - $118K
|
32.7K
$3.24M
|