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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-236- 1.35% |
$23.4K - $29K
|
17.2K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-239- 3.99% |
$23.7K - $29.4K
|
5.75K
$580K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-240- 9.31% |
$23.8K - $29.5K
|
2.34K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-240- 6.69% |
$23.8K - $29.5K
|
3.35K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-240- 7.92% |
$23.8K - $29.5K
|
2.79K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-240- 28.4% |
$23.8K - $29.5K
|
605
$61K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-243- 1.17% |
$24.1K - $29.8K
|
20.6K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-244- 2.99% |
$24.2K - $30K
|
7.93K
$799K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-244- 2.69% |
$24.2K - $30K
|
8.82K
$890K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 2.35% |
$24.3K - $30.1K
|
10.2K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-246- 1.35% |
$24.4K - $30.2K
|
18K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$24.6K - $30.5K
|
44.4K
$4.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 5.44% |
$24.8K - $30.7K
|
4.35K
$438K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 0.49% |
$24.8K - $30.7K
|
50.6K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-253- 49.13% |
$25.1K - $31.1K
|
262
$26.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-254- 7.62% |
$25.2K - $31.2K
|
3.08K
$311K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-254- 2.09% |
$25.2K - $31.2K
|
11.9K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-257- 9.65% |
$25.5K - $31.6K
|
2.41K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-259- 2.51% |
$25.7K - $31.8K
|
10K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 2.71% |
$25.8K - $31.9K
|
9.32K
$940K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-264- 5.9% |
$26.2K - $32.4K
|
4.21K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-266- 1.41% |
$26.4K - $32.7K
|
18.6K
$1.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-268- 2.13% |
$26.6K - $32.9K
|
12.3K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-268- 6.56% |
$26.6K - $32.9K
|
3.82K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
SELL
|
- |
-269- 0.8% |
$26.7K - $33K
|
33.2K
$3.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-270- 12.0% |
$26.8K - $33.2K
|
1.98K
$200K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-270Closed |
$26.8K - $33.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-271- 0.88% |
$26.9K - $33.3K
|
30.5K
$3.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-272- 4.76% |
$27K - $33.4K
|
5.45K
$549K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-276- 31.54% |
$27.4K - $33.9K
|
599
$60.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-276- 0.07% |
$27.4K - $33.9K
|
377K
$38.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-277- 1.16% |
$27.5K - $34K
|
23.6K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-280- 6.67% |
$27.8K - $34.4K
|
3.92K
$395K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-280- 1.73% |
$27.8K - $34.4K
|
15.9K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-280- 5.59% |
$27.8K - $34.4K
|
4.73K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-280- 4.57% |
$27.8K - $34.4K
|
5.84K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-281- 4.34% |
$27.9K - $34.5K
|
6.19K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-281- 3.74% |
$27.9K - $34.5K
|
7.22K
$729K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-283- 0.97% |
$28.1K - $34.8K
|
28.8K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-288- 1.38% |
$28.6K - $35.4K
|
20.6K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-288- 0.86% |
$28.6K - $35.4K
|
33.2K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-289- 0.33% |
$28.7K - $35.5K
|
88.4K
$8.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-289- 3.59% |
$28.7K - $35.5K
|
7.75K
$782K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-291- 8.34% |
$28.9K - $35.7K
|
3.2K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-292- 0.61% |
$29K - $35.9K
|
47.5K
$4.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-293- 35.09% |
$29.1K - $36K
|
542
$54.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-294- 8.82% |
$29.2K - $36.1K
|
3.04K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-295- 3.5% |
$29.3K - $36.2K
|
8.15K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-299- 0.55% |
$29.7K - $36.7K
|
54K
$5.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-300- 1.59% |
$29.8K - $36.8K
|
18.6K
$1.88M
|