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 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-735- 2.97% |
$73K - $90.3K
|
24K
$2.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-735- 15.69% |
$73K - $90.3K
|
3.95K
$482K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-738- 0.6% |
$73.3K - $90.6K
|
122K
$14.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-739- 8.45% |
$73.4K - $90.8K
|
8.01K
$976K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-743- 2.94% |
$73.8K - $91.3K
|
24.5K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-743- 13.73% |
$73.8K - $91.3K
|
4.67K
$569K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-750- 2.85% |
$74.5K - $92.1K
|
25.6K
$3.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-754- 17.45% |
$74.9K - $92.6K
|
3.57K
$435K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-766- 4.75% |
$76.1K - $94.1K
|
15.4K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-769- 60.41% |
$76.4K - $94.4K
|
504
$61.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-770- 3.03% |
$76.5K - $94.6K
|
24.7K
$3.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-770- 15.88% |
$76.5K - $94.6K
|
4.08K
$497K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-781- 4.39% |
$77.5K - $95.9K
|
17K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-786- 1.58% |
$78K - $96.5K
|
48.8K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-789- 1.77% |
$78.3K - $96.9K
|
43.9K
$5.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-790- 16.89% |
$78.4K - $97K
|
3.89K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-792- 2.15% |
$78.6K - $97.3K
|
36K
$4.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-792- 3.0% |
$78.6K - $97.3K
|
25.6K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-798- 8.23% |
$79.2K - $98K
|
8.9K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 9.7% |
$79.4K - $98.3K
|
7.45K
$909K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-800- 4.28% |
$79.4K - $98.3K
|
17.9K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Westwood Wealth Management
|
SELL
|
- |
-800- 14.9% |
$79.4K - $98.3K
|
4.57K
$557K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-801- 11.59% |
$79.5K - $98.4K
|
6.11K
$745K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-802- 17.37% |
$79.6K - $98.5K
|
3.82K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-805- 8.93% |
$79.9K - $98.9K
|
8.21K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-805- 14.56% |
$79.9K - $98.9K
|
4.72K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-810- 1.86% |
$80.4K - $99.5K
|
42.8K
$5.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-817- 0.27% |
$81.1K - $100K
|
299K
$36.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-818- 0.61% |
$81.2K - $100K
|
133K
$16.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-820- 11.39% |
$81.4K - $101K
|
6.38K
$778K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-820- 2.42% |
$81.4K - $101K
|
33K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-824- 3.44% |
$81.8K - $101K
|
23.1K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-825- 5.81% |
$81.9K - $101K
|
13.4K
$1.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-827- 31.13% |
$82.1K - $102K
|
1.83K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-829- 5.49% |
$82.3K - $102K
|
14.3K
$1.74M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-831- 8.11% |
$82.5K - $102K
|
9.41K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-831- 5.11% |
$82.5K - $102K
|
15.4K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-832- 2.99% |
$82.6K - $102K
|
27K
$3.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-832- 6.28% |
$82.6K - $102K
|
12.4K
$1.51M
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-832- 9.02% |
$82.6K - $102K
|
8.39K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-833- 2.01% |
$82.7K - $102K
|
40.5K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-833- 18.66% |
$82.7K - $102K
|
3.63K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-838- 11.45% |
$83.2K - $103K
|
6.48K
$790K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-840- 6.46% |
$83.4K - $103K
|
12.2K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-849- 23.89% |
$84.3K - $104K
|
2.71K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-855- 26.95% |
$84.9K - $105K
|
2.32K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-857- 3.3% |
$85.1K - $105K
|
25.1K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-859- 0.39% |
$85.3K - $106K
|
221K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-861- 10.34% |
$85.5K - $106K
|
7.46K
$910K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-862- 2.77% |
$85.6K - $106K
|
30.3K
$3.69M
|