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 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
555+ 22.01% |
$55.1K - $68.2K
|
3.08K
$345K
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
554+ 0.7% |
$55K - $68K
|
79.6K
$8.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
552+ 12.05% |
$54.8K - $67.8K
|
5.13K
$575K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
550+ 18.22% |
$54.6K - $67.6K
|
3.57K
$400K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
546+ 13.27% |
$54.2K - $67.1K
|
4.66K
$522K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
545+ 4.6% |
$54.1K - $66.9K
|
12.4K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
541+ 2.93% |
$53.7K - $66.4K
|
19K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
537+ 4.54% |
$53.3K - $66K
|
12.4K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
532+ 1.6% |
$52.8K - $65.3K
|
33.7K
$3.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
531+ 19.01% |
$52.7K - $65.2K
|
3.32K
$373K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
521+ 1.6% |
$51.7K - $64K
|
33.2K
$3.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
521+ 160.31% |
$51.7K - $64K
|
846
$94.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
517+ 0.5% |
$51.3K - $63.5K
|
103K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
516+ 14.79% |
$51.2K - $63.4K
|
4K
$449K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
513+ 15.39% |
$50.9K - $63K
|
3.85K
$431K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
513+ 7.52% |
$50.9K - $63K
|
7.34K
$823K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
511+ 21.43% |
$50.7K - $62.8K
|
2.9K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
501+ 1.73% |
$49.7K - $61.5K
|
29.5K
$3.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
500+ 29.92% |
$49.6K - $61.4K
|
2.17K
$243K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
500New |
$49.6K - $61.4K
|
500
$56K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
498+ 2.57% |
$49.4K - $61.2K
|
19.9K
$2.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
497+ 88.75% |
$49.3K - $61K
|
1.06K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
496+ 0.21% |
$49.2K - $60.9K
|
233K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
490+ 15.99% |
$48.7K - $60.2K
|
3.55K
$398K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
482+ 28.98% |
$47.9K - $59.2K
|
2.15K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
482+ 9.36% |
$47.9K - $59.2K
|
5.63K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
480+ 6.71% |
$47.7K - $59K
|
7.63K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
480+ 1.09% |
$47.7K - $59K
|
44.3K
$4.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
478+ 18.58% |
$47.5K - $58.7K
|
3.05K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
477+ 1.27% |
$47.4K - $58.6K
|
37.9K
$4.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
473New |
$47K - $58.1K
|
473
$53K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
471+ 3.94% |
$46.8K - $57.8K
|
12.4K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
470+ 16.79% |
$46.7K - $57.7K
|
3.27K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
470+ 5.25% |
$46.7K - $57.7K
|
9.43K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
469+ 22.28% |
$46.6K - $57.6K
|
2.57K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
468+ 2.86% |
$46.5K - $57.5K
|
16.8K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
465+ 7.61% |
$46.2K - $57.1K
|
6.57K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
465+ 0.2% |
$46.2K - $57.1K
|
230K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
465+ 12.36% |
$46.2K - $57.1K
|
4.23K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
458+ 10.68% |
$45.5K - $56.3K
|
4.75K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
457+ 9.3% |
$45.4K - $56.1K
|
5.37K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
455+ 12.41% |
$45.2K - $55.9K
|
4.12K
$462K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
454+ 0.87% |
$45.1K - $55.8K
|
52.8K
$5.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
452+ 2.35% |
$44.9K - $55.5K
|
19.7K
$2.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
450+ 23.32% |
$44.7K - $55.3K
|
2.38K
$267K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
450+ 0.27% |
$44.7K - $55.3K
|
166K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
450+ 12.53% |
$44.7K - $55.3K
|
4.04K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
449+ 15.4% |
$44.6K - $55.1K
|
3.36K
$377K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
448+ 17.55% |
$44.5K - $55K
|
3K
$336K
|