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
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.3% |
$14.9K - $18.4K
|
50.2K
$5.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
150+ 40.87% |
$14.9K - $18.4K
|
517
$53.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
150+ 6.71% |
$14.9K - $18.4K
|
2.38K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
149+ 3.19% |
$14.8K - $18.3K
|
4.82K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
148+ 0.84% |
$14.7K - $18.2K
|
17.8K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
147+ 4.25% |
$14.6K - $18.1K
|
3.6K
$370K
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 0.4% |
$14.4K - $17.8K
|
36.4K
$3.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
143+ 1.21% |
$14.2K - $17.6K
|
11.9K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
143+ 2.89% |
$14.2K - $17.6K
|
5.09K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
142New |
$14.1K - $17.4K
|
142
$14.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$14K - $17.3K
|
141
$14.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
141+ 4.69% |
$14K - $17.3K
|
3.15K
$324K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
141+ 8.42% |
$14K - $17.3K
|
1.82K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
141+ 2.14% |
$14K - $17.3K
|
6.75K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
141+ 0.43% |
$14K - $17.3K
|
32.6K
$3.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
140+ 0.15% |
$13.9K - $17.2K
|
96.5K
$9.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
140+ 1.92% |
$13.9K - $17.2K
|
7.42K
$762K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
139+ 0.72% |
$13.8K - $17.1K
|
19.5K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
138+ 0.65% |
$13.7K - $16.9K
|
21.4K
$2.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
138+ 1.81% |
$13.7K - $16.9K
|
7.75K
$796K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
136+ 5.73% |
$13.5K - $16.7K
|
2.51K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
136+ 4.77% |
$13.5K - $16.7K
|
2.99K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
135+ 4.29% |
$13.4K - $16.6K
|
3.28K
$337K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
134+ 6.23% |
$13.3K - $16.5K
|
2.29K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
134+ 24.81% |
$13.3K - $16.5K
|
674
$69.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
134+ 4.99% |
$13.3K - $16.5K
|
2.82K
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
132+ 4.11% |
$13.1K - $16.2K
|
3.35K
$344K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
131+ 3.0% |
$13K - $16.1K
|
4.5K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 8.57% |
$13K - $16.1K
|
1.66K
$170K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
129+ 0.35% |
$12.8K - $15.8K
|
36.5K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
129+ 4.23% |
$12.8K - $15.8K
|
3.18K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
129+ 5.87% |
$12.8K - $15.8K
|
2.33K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
126+ 4.3% |
$12.5K - $15.5K
|
3.06K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
125+ 5.0% |
$12.4K - $15.4K
|
2.63K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
125+ 5.37% |
$12.4K - $15.4K
|
2.45K
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
BUY
|
- |
124+ 3.15% |
$12.3K - $15.2K
|
4.06K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
124+ 0.06% |
$12.3K - $15.2K
|
195K
$20M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
124+ 2.0% |
$12.3K - $15.2K
|
6.33K
$650K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
124New |
$12.3K - $15.2K
|
124
$12.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
123+ 1.04% |
$12.2K - $15.1K
|
12K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
122+ 1.61% |
$12.1K - $15K
|
7.68K
$789K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
122+ 38.01% |
$12.1K - $15K
|
443
$45.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
120+ 4.93% |
$11.9K - $14.7K
|
2.55K
$262K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
120+ 0.42% |
$11.9K - $14.7K
|
29K
$2.98M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
120New |
$11.9K - $14.7K
|
120
$12.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
120+ 0.19% |
$11.9K - $14.7K
|
63.8K
$6.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 2.95% |
$11.9K - $14.7K
|
4.19K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
120+ 5.99% |
$11.9K - $14.7K
|
2.12K
$218K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
118+ 4.26% |
$11.7K - $14.5K
|
2.89K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
117+ 2.46% |
$11.6K - $14.4K
|
4.88K
$501K
|