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 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-24- 0.07% |
$2.38K - $2.95K
|
36.6K
$3.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-24- 0.94% |
$2.38K - $2.95K
|
2.53K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-24- 0.06% |
$2.38K - $2.95K
|
37.4K
$3.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-24- 0.92% |
$2.38K - $2.95K
|
2.59K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-24- 0.59% |
$2.38K - $2.95K
|
4.03K
$414K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.33% |
$2.38K - $2.95K
|
7.25K
$745K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 0.28% |
$2.48K - $3.07K
|
9K
$925K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 2.61% |
$2.48K - $3.07K
|
933
$95.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.3% |
$2.48K - $3.07K
|
8.4K
$862K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 4.99% |
$2.48K - $3.07K
|
476
$48.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-25- 0.48% |
$2.48K - $3.07K
|
5.16K
$530K
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.88% |
$2.48K - $3.07K
|
2.83K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-25- 0.56% |
$2.48K - $3.07K
|
4.47K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-25- 0.25% |
$2.48K - $3.07K
|
10.1K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26- 0.39% |
$2.58K - $3.19K
|
6.71K
$689K
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-26- 0.11% |
$2.58K - $3.19K
|
23.4K
$2.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-26- 0.25% |
$2.58K - $3.19K
|
10.5K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26- 3.62% |
$2.58K - $3.19K
|
693
$71.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-26- 0.22% |
$2.58K - $3.19K
|
11.7K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-27- 0.3% |
$2.68K - $3.32K
|
8.89K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-27- 0.48% |
$2.68K - $3.32K
|
5.66K
$581K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-28- 0.96% |
$2.78K - $3.44K
|
2.88K
$296K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-28- 2.19% |
$2.78K - $3.44K
|
1.25K
$129K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-29- 1.11% |
$2.88K - $3.56K
|
2.59K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-29- 1.88% |
$2.88K - $3.56K
|
1.52K
$156K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-30- 0.88% |
$2.98K - $3.68K
|
3.39K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-30- 0.41% |
$2.98K - $3.68K
|
7.34K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-30- 0.76% |
$2.98K - $3.68K
|
3.9K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31- 0.57% |
$3.08K - $3.81K
|
5.43K
$558K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-33- 0.48% |
$3.28K - $4.05K
|
6.85K
$704K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-33- 0.34% |
$3.28K - $4.05K
|
9.57K
$983K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-33- 0.06% |
$3.28K - $4.05K
|
59.3K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33- 0.3% |
$3.28K - $4.05K
|
10.9K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-34- 1.51% |
$3.38K - $4.18K
|
2.22K
$228K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-34- 0.94% |
$3.38K - $4.18K
|
3.57K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34- 1.2% |
$3.38K - $4.18K
|
2.79K
$287K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-35- 0.35% |
$3.48K - $4.3K
|
10K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 0.62% |
$3.48K - $4.3K
|
5.61K
$576K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-35- 0.35% |
$3.48K - $4.3K
|
9.84K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-36- 0.11% |
$3.57K - $4.42K
|
32.6K
$3.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-37- 0.4% |
$3.67K - $4.54K
|
9.28K
$954K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-37- 7.64% |
$3.67K - $4.54K
|
447
$45.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-38- 17.51% |
$3.77K - $4.67K
|
179
$18.4K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-38- 0.89% |
$3.77K - $4.67K
|
4.23K
$435K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-39- 0.22% |
$3.87K - $4.79K
|
18K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 0.14% |
$3.87K - $4.79K
|
28.4K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-39- 1.28% |
$3.87K - $4.79K
|
3.01K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 3.21% |
$3.87K - $4.79K
|
1.18K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 0.76% |
$3.97K - $4.91K
|
5.24K
$538K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.81% |
$3.97K - $4.91K
|
4.92K
$505K
|