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
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 2.75% |
$12.4K - $15.4K
|
4.43K
$455K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-125- 5.29% |
$12.4K - $15.4K
|
2.24K
$230K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-125- 1.04% |
$12.4K - $15.4K
|
11.8K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-125- 0.45% |
$12.4K - $15.4K
|
27.6K
$2.84M
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-125- 1.12% |
$12.4K - $15.4K
|
11.1K
$1.14M
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-127- 3.4% |
$12.6K - $15.6K
|
3.61K
$370K
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-130- 0.84% |
$12.9K - $16K
|
15.4K
$1.59M
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.64% |
$13K - $16.1K
|
20.4K
$2.1M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-132- 3.67% |
$13.1K - $16.2K
|
3.47K
$356K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-133- 1.71% |
$13.2K - $16.3K
|
7.65K
$785K
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.1% |
$13.2K - $16.3K
|
6.19K
$636K
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-134- 3.85% |
$13.3K - $16.5K
|
3.35K
$344K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-135- 3.56% |
$13.4K - $16.6K
|
3.66K
$376K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-135- 3.67% |
$13.4K - $16.6K
|
3.55K
$364K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-135- 0.75% |
$13.4K - $16.6K
|
17.9K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-136- 2.37% |
$13.5K - $16.7K
|
5.61K
$576K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-137- 20.27% |
$13.6K - $16.8K
|
539
$55.4K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-138- 0.93% |
$13.7K - $16.9K
|
14.7K
$1.51M
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-139- 92.67% |
$13.8K - $17.1K
|
11
$1.13K
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-140- 1.71% |
$13.9K - $17.2K
|
8.06K
$828K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-140- 3.2% |
$13.9K - $17.2K
|
4.24K
$435K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-140- 6.17% |
$13.9K - $17.2K
|
2.13K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-140- 5.03% |
$13.9K - $17.2K
|
2.65K
$272K
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-141- 32.87% |
$14K - $17.3K
|
288
$29.6K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-141- 2.36% |
$14K - $17.3K
|
5.82K
$598K
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-142- 5.86% |
$14.1K - $17.4K
|
2.28K
$234K
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-142- 0.2% |
$14.1K - $17.4K
|
69.5K
$7.14M
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-143- 0.63% |
$14.2K - $17.6K
|
22.6K
$2.32M
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-144- 2.27% |
$14.3K - $17.7K
|
6.21K
$638K
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-145- 3.69% |
$14.4K - $17.8K
|
3.78K
$388K
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-145- 0.4% |
$14.4K - $17.8K
|
35.7K
$3.67M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-146- 5.64% |
$14.5K - $17.9K
|
2.44K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-146- 3.94% |
$14.5K - $17.9K
|
3.56K
$365K
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-147- 6.47% |
$14.6K - $18.1K
|
2.13K
$218K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-147- 1.54% |
$14.6K - $18.1K
|
9.42K
$968K
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-148- 5.15% |
$14.7K - $18.2K
|
2.73K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-150- 1.59% |
$14.9K - $18.4K
|
9.31K
$956K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 7.47% |
$14.9K - $18.4K
|
1.86K
$191K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-150- 3.76% |
$14.9K - $18.4K
|
3.84K
$394K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-150- 4.9% |
$14.9K - $18.4K
|
2.91K
$299K
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-150- 1.64% |
$14.9K - $18.4K
|
9.01K
$925K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-150- 3.99% |
$14.9K - $18.4K
|
3.61K
$371K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150- 6.64% |
$14.9K - $18.4K
|
2.11K
$217K
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-150- 4.45% |
$14.9K - $18.4K
|
3.22K
$331K
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-150- 0.94% |
$14.9K - $18.4K
|
15.8K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-150- 1.43% |
$14.9K - $18.4K
|
10.3K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-150- 2.38% |
$14.9K - $18.4K
|
6.16K
$633K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-150- 7.23% |
$14.9K - $18.4K
|
1.93K
$198K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 2.16% |
$14.9K - $18.4K
|
6.79K
$697K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 10.35% |
$15K - $18.5K
|
1.31K
$134K
|