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 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 27.26% |
$18.9K - $23.3K
|
507
$51.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-192- 1.26% |
$19.1K - $23.6K
|
15K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-195- 2.53% |
$19.4K - $23.9K
|
7.51K
$758K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-195- 1.27% |
$19.4K - $23.9K
|
15.1K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-198- 3.72% |
$19.7K - $24.3K
|
5.12K
$516K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-198- 0.93% |
$19.7K - $24.3K
|
21.2K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-199- 2.61% |
$19.8K - $24.4K
|
7.44K
$750K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.31% |
$19.9K - $24.6K
|
65.3K
$6.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-200- 1.82% |
$19.9K - $24.6K
|
10.8K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-200- 4.71% |
$19.9K - $24.6K
|
4.05K
$408K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
SELL
|
- |
-200- 5.95% |
$19.9K - $24.6K
|
3.16K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 6.9% |
$19.9K - $24.6K
|
2.7K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-200- 7.42% |
$19.9K - $24.6K
|
2.5K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 1.31% |
$19.9K - $24.6K
|
15K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-204- 81.93% |
$20.3K - $25.1K
|
45
$4.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-204- 1.16% |
$20.3K - $25.1K
|
17.5K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-205- 6.65% |
$20.4K - $25.2K
|
2.88K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-205- 5.99% |
$20.4K - $25.2K
|
3.22K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-206- 4.61% |
$20.5K - $25.3K
|
4.27K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-206- 3.5% |
$20.5K - $25.3K
|
5.68K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-207- 8.63% |
$20.6K - $25.4K
|
2.19K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-207- 2.11% |
$20.6K - $25.4K
|
9.6K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-209- 5.63% |
$20.8K - $25.7K
|
3.51K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-210- 6.3% |
$20.9K - $25.8K
|
3.12K
$315K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-210- 2.25% |
$20.9K - $25.8K
|
9.13K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-210- 0.6% |
$20.9K - $25.8K
|
34.9K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-212- 9.25% |
$21K - $26K
|
2.08K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-215- 3.96% |
$21.3K - $26.4K
|
5.21K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-215- 0.81% |
$21.3K - $26.4K
|
26.2K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-215- 1.36% |
$21.3K - $26.4K
|
15.6K
$1.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-215- 0.99% |
$21.3K - $26.4K
|
21.6K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-215- 2.97% |
$21.3K - $26.4K
|
7.04K
$710K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-217- 1.44% |
$21.5K - $26.7K
|
14.9K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-217- 0.65% |
$21.5K - $26.7K
|
33K
$3.33M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-220- 6.84% |
$21.8K - $27K
|
3K
$302K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-223- 2.37% |
$22.1K - $27.4K
|
9.17K
$925K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-225- 1.58% |
$22.3K - $27.6K
|
14K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-226- 6.06% |
$22.4K - $27.8K
|
3.51K
$354K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-226- 1.3% |
$22.4K - $27.8K
|
17.2K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-230- 2.89% |
$22.8K - $28.2K
|
7.74K
$780K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-230- 1.63% |
$22.8K - $28.2K
|
13.9K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-230- 0.91% |
$22.8K - $28.2K
|
25K
$2.52M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-231- 10.77% |
$22.9K - $28.4K
|
1.91K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-232- 0.61% |
$23K - $28.5K
|
38K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-233- 1.62% |
$23.1K - $28.6K
|
14.2K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-233- 2.89% |
$23.1K - $28.6K
|
7.84K
$791K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-235- 2.34% |
$23.3K - $28.9K
|
9.82K
$990K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$23.4K - $29K
|
40.5K
$4.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-236- 11.24% |
$23.4K - $29K
|
1.86K
$188K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-236- 6.74% |
$23.4K - $29K
|
3.27K
$329K
|