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 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-91- 4.25% |
$9.04K - $11.2K
|
2.05K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-91- 3.03% |
$9.04K - $11.2K
|
2.91K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-92- 2.38% |
$9.13K - $11.3K
|
3.78K
$388K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-93- 3.24% |
$9.23K - $11.4K
|
2.77K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-93- 2.81% |
$9.23K - $11.4K
|
3.22K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-93- 1.74% |
$9.23K - $11.4K
|
5.25K
$539K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-97- 0.33% |
$9.63K - $11.9K
|
29.5K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-97- 1.9% |
$9.63K - $11.9K
|
5.01K
$515K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-98- 3.55% |
$9.73K - $12K
|
2.66K
$273K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-100- 1.53% |
$9.93K - $12.3K
|
6.42K
$660K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-100- 2.29% |
$9.93K - $12.3K
|
4.28K
$439K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-100- 1.06% |
$9.93K - $12.3K
|
9.35K
$960K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.56% |
$9.93K - $12.3K
|
6.3K
$647K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-100- 2.92% |
$9.93K - $12.3K
|
3.32K
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-100- 0.98% |
$9.93K - $12.3K
|
10.1K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 1.38% |
$9.93K - $12.3K
|
7.17K
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-100- 3.45% |
$9.93K - $12.3K
|
2.8K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-100- 3.23% |
$9.93K - $12.3K
|
3K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-101- 0.18% |
$10K - $12.4K
|
54.7K
$5.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-101- 3.81% |
$10K - $12.4K
|
2.55K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-102- 1.11% |
$10.1K - $12.5K
|
9.08K
$932K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-103- 0.28% |
$10.2K - $12.7K
|
36.5K
$3.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-104- 1.11% |
$10.3K - $12.8K
|
9.26K
$951K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-104- 2.76% |
$10.3K - $12.8K
|
3.66K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-105- 0.74% |
$10.4K - $12.9K
|
14.1K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-105- 3.98% |
$10.4K - $12.9K
|
2.53K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-105- 4.82% |
$10.4K - $12.9K
|
2.07K
$213K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-108- 0.8% |
$10.7K - $13.3K
|
13.3K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-110- 0.27% |
$10.9K - $13.5K
|
40.8K
$4.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-110- 2.6% |
$10.9K - $13.5K
|
4.12K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-110- 0.33% |
$10.9K - $13.5K
|
33.7K
$3.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-111- 1.97% |
$11K - $13.6K
|
5.51K
$566K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-111- 4.27% |
$11K - $13.6K
|
2.49K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-111- 2.19% |
$11K - $13.6K
|
4.96K
$509K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-113- 17.97% |
$11.2K - $13.9K
|
516
$53K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-113- 4.62% |
$11.2K - $13.9K
|
2.33K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-115- 5.23% |
$11.4K - $14.1K
|
2.08K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-115- 0.26% |
$11.4K - $14.1K
|
44.7K
$4.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-116- 2.93% |
$11.5K - $14.2K
|
3.84K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-118- 1.57% |
$11.7K - $14.5K
|
7.39K
$759K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-119- 0.09% |
$11.8K - $14.6K
|
128K
$13.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-119- 1.19% |
$11.8K - $14.6K
|
9.88K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-119- 1.66% |
$11.8K - $14.6K
|
7.04K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-120- 1.24% |
$11.9K - $14.7K
|
9.53K
$979K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-121- 1.8% |
$12K - $14.9K
|
6.59K
$677K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-122- 1.47% |
$12.1K - $15K
|
8.18K
$840K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-123- 6.29% |
$12.2K - $15.1K
|
1.83K
$188K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 5.83% |
$12.3K - $15.2K
|
2K
$206K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-124- 5.75% |
$12.3K - $15.2K
|
2.03K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-124- 1.65% |
$12.3K - $15.2K
|
7.38K
$758K
|