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 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-300- 10.29% |
$29.8K - $36.8K
|
2.62K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-304- 10.22% |
$30.2K - $37.3K
|
2.67K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-307- 1.5% |
$30.5K - $37.7K
|
20.1K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-308- 0.47% |
$30.6K - $37.8K
|
64.7K
$6.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-309- 1.23% |
$30.7K - $38K
|
24.9K
$2.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-309- 6.95% |
$30.7K - $38K
|
4.14K
$417K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-309- 11.93% |
$30.7K - $38K
|
2.28K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-310- 7.84% |
$30.8K - $38.1K
|
3.65K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-310- 2.39% |
$30.8K - $38.1K
|
12.7K
$1.28M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-310- 2.91% |
$30.8K - $38.1K
|
10.3K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-311- 3.68% |
$30.9K - $38.2K
|
8.14K
$821K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-314- 3.65% |
$31.2K - $38.6K
|
8.28K
$835K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-315- 1.86% |
$31.3K - $38.7K
|
16.6K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-315- 3.61% |
$31.3K - $38.7K
|
8.41K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-316- 3.03% |
$31.4K - $38.8K
|
10.1K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-319- 11.87% |
$31.7K - $39.2K
|
2.37K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-320- 6.1% |
$31.8K - $39.3K
|
4.92K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 4.16% |
$31.8K - $39.3K
|
7.37K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-320- 16.19% |
$31.8K - $39.3K
|
1.66K
$167K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-321- 9.53% |
$31.9K - $39.4K
|
3.05K
$307K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-321- 1.76% |
$31.9K - $39.4K
|
17.9K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-326- 0.59% |
$32.4K - $40K
|
55.3K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-328- 20.91% |
$32.6K - $40.3K
|
1.24K
$125K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-331- 7.48% |
$32.9K - $40.7K
|
4.1K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-331- 3.86% |
$32.9K - $40.7K
|
8.24K
$831K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-332- 2.32% |
$33K - $40.8K
|
14K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-332- 5.49% |
$33K - $40.8K
|
5.72K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-335- 7.78% |
$33.3K - $41.1K
|
3.97K
$401K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-336- 0.92% |
$33.4K - $41.3K
|
36.1K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-336- 1.21% |
$33.4K - $41.3K
|
27.5K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-337- 3.25% |
$33.5K - $41.4K
|
10K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-339- 12.36% |
$33.7K - $41.6K
|
2.4K
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-344- 0.22% |
$34.2K - $42.3K
|
157K
$15.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-347- 6.8% |
$34.5K - $42.6K
|
4.76K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-347- 8.95% |
$34.5K - $42.6K
|
3.53K
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-348- 2.17% |
$34.6K - $42.7K
|
15.7K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-348- 37.99% |
$34.6K - $42.7K
|
568
$57.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-349- 27.44% |
$34.7K - $42.9K
|
923
$93.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-350- 3.76% |
$34.8K - $43K
|
8.97K
$904K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-350- 2.84% |
$34.8K - $43K
|
12K
$1.21M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-350- 12.61% |
$34.8K - $43K
|
2.43K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-351- 4.87% |
$34.9K - $43.1K
|
6.85K
$691K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-353- 0.58% |
$35K - $43.4K
|
60.1K
$6.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-354- 8.81% |
$35.1K - $43.5K
|
3.66K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-355- 7.4% |
$35.2K - $43.6K
|
4.44K
$448K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-355- 4.93% |
$35.2K - $43.6K
|
6.85K
$691K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-358- 7.39% |
$35.5K - $44K
|
4.48K
$452K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-359- 62.54% |
$35.6K - $44.1K
|
215
$21.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-360- 3.3% |
$35.7K - $44.2K
|
10.6K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-362- 11.45% |
$35.9K - $44.5K
|
2.8K
$282K
|