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 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
116+ 3.38% |
$11.5K - $14.2K
|
3.55K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
116+ 6.77% |
$11.5K - $14.2K
|
1.83K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
116+ 1.52% |
$11.5K - $14.2K
|
7.73K
$794K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
115+ 1.28% |
$11.4K - $14.1K
|
9.09K
$934K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
112+ 2.31% |
$11.1K - $13.8K
|
4.97K
$510K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
112+ 5.7% |
$11.1K - $13.8K
|
2.08K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
110+ 4.59% |
$10.9K - $13.5K
|
2.51K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
110+ 2.52% |
$10.9K - $13.5K
|
4.48K
$460K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
106+ 2120.0% |
$10.5K - $13K
|
111
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
105+ 1.39% |
$10.4K - $12.9K
|
7.66K
$787K
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
104+ 3.0% |
$10.3K - $12.8K
|
3.57K
$367K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
102+ 0.39% |
$10.1K - $12.5K
|
26.6K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
102+ 1.12% |
$10.1K - $12.5K
|
9.19K
$944K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
102+ 4.39% |
$10.1K - $12.5K
|
2.43K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
102+ 12.93% |
$10.1K - $12.5K
|
891
$91.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
101+ 1.27% |
$10K - $12.4K
|
8.05K
$826K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
101+ 20.28% |
$10K - $12.4K
|
599
$61.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
100+ 4.54% |
$9.93K - $12.3K
|
2.3K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100+ 1.46% |
$9.93K - $12.3K
|
6.94K
$713K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 2.9% |
$9.93K - $12.3K
|
3.55K
$365K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
100+ 1.86% |
$9.93K - $12.3K
|
5.48K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 3.43% |
$9.93K - $12.3K
|
3.01K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$9.93K - $12.3K
|
900
$92.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
99+ 4.53% |
$9.83K - $12.2K
|
2.28K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
99+ 4.91% |
$9.83K - $12.2K
|
2.11K
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
98+ 3.44% |
$9.73K - $12K
|
2.94K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
97+ 164.41% |
$9.63K - $11.9K
|
156
$16K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
97+ 0.03% |
$9.63K - $11.9K
|
318K
$32.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
97+ 4.26% |
$9.63K - $11.9K
|
2.38K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
97+ 0.54% |
$9.63K - $11.9K
|
18.1K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
94+ 2.51% |
$9.33K - $11.5K
|
3.84K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
94New |
$9.33K - $11.5K
|
94
$9.66K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
94+ 2.03% |
$9.33K - $11.5K
|
4.72K
$485K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
93+ 1.7% |
$9.23K - $11.4K
|
5.57K
$572K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
92+ 22.33% |
$9.13K - $11.3K
|
504
$51.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
92+ 3.59% |
$9.13K - $11.3K
|
2.65K
$273K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
90+ 6.55% |
$8.94K - $11.1K
|
1.47K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
89+ 4.76% |
$8.84K - $10.9K
|
1.96K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
88+ 0.56% |
$8.74K - $10.8K
|
15.8K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
87+ 3.41% |
$8.64K - $10.7K
|
2.64K
$271K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
87+ 2.3% |
$8.64K - $10.7K
|
3.87K
$398K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
86+ 3.02% |
$8.54K - $10.6K
|
2.93K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
86+ 1.27% |
$8.54K - $10.6K
|
6.84K
$703K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.36% |
$8.44K - $10.4K
|
23.5K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
85New |
$8.44K - $10.4K
|
85
$8.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
84+ 0.97% |
$8.34K - $10.3K
|
8.79K
$902K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
83+ 1.9% |
$8.24K - $10.2K
|
4.46K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
83+ 2.96% |
$8.24K - $10.2K
|
2.88K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81+ 0.29% |
$8.04K - $9.95K
|
28.3K
$2.91M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
81+ 3.54% |
$8.04K - $9.95K
|
2.37K
$243K
|