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 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
296+ 0.64% |
$29.4K - $36.4K
|
46.7K
$4.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
291+ 3.41% |
$28.9K - $35.7K
|
8.82K
$906K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
290+ 4.93% |
$28.8K - $35.6K
|
6.17K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
290+ 0.79% |
$28.8K - $35.6K
|
37K
$3.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
286+ 4.29% |
$28.4K - $35.1K
|
6.95K
$714K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
285+ 8.45% |
$28.3K - $35K
|
3.66K
$376K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
285+ 9.52% |
$28.3K - $35K
|
3.28K
$337K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
284+ 2.4% |
$28.2K - $34.9K
|
12.1K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
284+ 4.39% |
$28.2K - $34.9K
|
6.75K
$693K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
284+ 5.05% |
$28.2K - $34.9K
|
5.91K
$607K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
283+ 3.87% |
$28.1K - $34.8K
|
7.6K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
281+ 1.6% |
$27.9K - $34.5K
|
17.9K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
275New |
$27.3K - $33.8K
|
275
$28.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
273+ 8.19% |
$27.1K - $33.5K
|
3.61K
$370K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
270+ 0.99% |
$26.8K - $33.2K
|
27.5K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
269+ 1.51% |
$26.7K - $33K
|
18.1K
$1.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
268+ 6.45% |
$26.6K - $32.9K
|
4.43K
$455K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
268+ 0.89% |
$26.6K - $32.9K
|
30.5K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
267+ 1.43% |
$26.5K - $32.8K
|
19K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
266+ 14.17% |
$26.4K - $32.7K
|
2.14K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
263+ 38.28% |
$26.1K - $32.3K
|
950
$97.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
259+ 4.36% |
$25.7K - $31.8K
|
6.19K
$636K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
258+ 9.24% |
$25.6K - $31.7K
|
3.05K
$313K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
255+ 0.37% |
$25.3K - $31.3K
|
69.8K
$7.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
255+ 5.7% |
$25.3K - $31.3K
|
4.73K
$486K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
253+ 1.8% |
$25.1K - $31.1K
|
14.3K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
250+ 10.57% |
$24.8K - $30.7K
|
2.62K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
250+ 2.0% |
$24.8K - $30.7K
|
12.8K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 0.51% |
$24.8K - $30.7K
|
49.4K
$5.08M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
248+ 1.33% |
$24.6K - $30.5K
|
18.9K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
239+ 1.95% |
$23.7K - $29.4K
|
12.5K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
239+ 3.75% |
$23.7K - $29.4K
|
6.62K
$680K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
237+ 11.39% |
$23.5K - $29.1K
|
2.32K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
236+ 1.64% |
$23.4K - $29K
|
14.6K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
235+ 3.15% |
$23.3K - $28.9K
|
7.69K
$790K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
233+ 11.94% |
$23.1K - $28.6K
|
2.18K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
231+ 0.22% |
$22.9K - $28.4K
|
104K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
227+ 2.16% |
$22.5K - $27.9K
|
10.7K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
227+ 8.97% |
$22.5K - $27.9K
|
2.76K
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
227+ 1.94% |
$22.5K - $27.9K
|
12K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
225+ 2.06% |
$22.3K - $27.6K
|
11.2K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
225+ 2.23% |
$22.3K - $27.6K
|
10.3K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
225+ 0.96% |
$22.3K - $27.6K
|
23.6K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
225+ 1.78% |
$22.3K - $27.6K
|
12.9K
$1.32M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
225+ 1.35% |
$22.3K - $27.6K
|
16.9K
$1.73M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
225+ 2.23% |
$22.3K - $27.6K
|
10.3K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
224+ 1.45% |
$22.2K - $27.5K
|
15.7K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
220+ 7.39% |
$21.8K - $27K
|
3.2K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
218+ 4.38% |
$21.6K - $26.8K
|
5.19K
$533K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
218+ 9.75% |
$21.6K - $26.8K
|
2.45K
$252K
|