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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 1.23% |
$3.38K - $4.18K
|
2.8K
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
32+ 1.01% |
$3.18K - $3.93K
|
3.19K
$328K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 19.14% |
$3.08K - $3.81K
|
193
$19.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
31+ 1.33% |
$3.08K - $3.81K
|
2.37K
$243K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
31+ 1.31% |
$3.08K - $3.81K
|
2.4K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
30+ 2.57% |
$2.98K - $3.68K
|
1.2K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.03% |
$2.98K - $3.68K
|
87.5K
$8.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
29+ 0.79% |
$2.88K - $3.56K
|
3.69K
$379K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
28+ 0.76% |
$2.78K - $3.44K
|
3.73K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
28+ 0.54% |
$2.78K - $3.44K
|
5.2K
$534K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
28+ 0.68% |
$2.78K - $3.44K
|
4.13K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
28+ 0.05% |
$2.78K - $3.44K
|
51.4K
$5.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 1.21% |
$2.68K - $3.32K
|
2.27K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.33% |
$2.68K - $3.32K
|
8.32K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
26+ 0.35% |
$2.58K - $3.19K
|
7.49K
$769K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
BUY
|
- |
25+ 0.1% |
$2.48K - $3.07K
|
24.4K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25+ 0.43% |
$2.48K - $3.07K
|
5.81K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
25+ 0.21% |
$2.48K - $3.07K
|
11.7K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
24+ 0.77% |
$2.38K - $2.95K
|
3.15K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
23+ 0.87% |
$2.28K - $2.82K
|
2.66K
$273K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.9% |
$2.09K - $2.58K
|
2.36K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 0.57% |
$2.09K - $2.58K
|
3.69K
$379K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.05K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 0.09% |
$1.99K - $2.46K
|
22.8K
$2.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.59% |
$1.99K - $2.46K
|
3.39K
$348K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20+ 0.74% |
$1.99K - $2.46K
|
2.73K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 0.39% |
$1.89K - $2.33K
|
4.94K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 22.35% |
$1.89K - $2.33K
|
104
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
19+ 2.6% |
$1.89K - $2.33K
|
751
$77.1K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 1.31% |
$1.79K - $2.21K
|
1.4K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
16+ 0.69% |
$1.59K - $1.97K
|
2.33K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
15+ 0.21% |
$1.49K - $1.84K
|
7.13K
$732K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
15+ 0.15% |
$1.49K - $1.84K
|
9.7K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15+ 0.61% |
$1.49K - $1.84K
|
2.47K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 0.29% |
$1.49K - $1.84K
|
5.15K
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$1.39K - $1.72K
|
14
$1.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 5.22% |
$1.39K - $1.72K
|
282
$29K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.0% |
$1.39K - $1.72K
|
1.41K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.54% |
$1.39K - $1.72K
|
2.61K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.49% |
$1.19K - $1.47K
|
2.46K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12+ 0.42% |
$1.19K - $1.47K
|
2.86K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
11+ 8.8% |
$1.09K - $1.35K
|
136
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
11+ 11.0% |
$1.09K - $1.35K
|
111
$11.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$993 - $1.23K
|
4.84K
$497K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
10New |
$993 - $1.23K
|
10
$1.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
10+ 0.25% |
$993 - $1.23K
|
3.95K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.14% |
$993 - $1.23K
|
7.18K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.31% |
$993 - $1.23K
|
3.29K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.36% |
$993 - $1.23K
|
2.81K
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$894 - $1.11K
|
17.7K
$1.81M
|