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 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-820- 11.39% |
$81.4K - $101K
|
6.38K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-820- 2.42% |
$81.4K - $101K
|
33K
$3.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-824- 3.44% |
$81.8K - $101K
|
23.1K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-825- 5.81% |
$81.9K - $101K
|
13.4K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-827- 31.13% |
$82.1K - $102K
|
1.83K
$181K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-829- 5.49% |
$82.3K - $102K
|
14.3K
$1.41M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-831- 8.11% |
$82.5K - $102K
|
9.41K
$931K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-831- 5.11% |
$82.5K - $102K
|
15.4K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-832- 2.99% |
$82.6K - $102K
|
27K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-832- 6.28% |
$82.6K - $102K
|
12.4K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-833- 2.01% |
$82.7K - $102K
|
40.5K
$4.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-833- 18.66% |
$82.7K - $102K
|
3.63K
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-838- 11.45% |
$83.2K - $103K
|
6.48K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-840- 6.46% |
$83.4K - $103K
|
12.2K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-849- 23.89% |
$84.3K - $104K
|
2.71K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-855- 26.95% |
$84.9K - $105K
|
2.32K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-857- 3.3% |
$85.1K - $105K
|
25.1K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-859- 0.39% |
$85.3K - $106K
|
221K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-861- 10.34% |
$85.5K - $106K
|
7.46K
$738K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-862- 2.77% |
$85.6K - $106K
|
30.3K
$3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-862- 11.62% |
$85.6K - $106K
|
6.56K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-862- 6.31% |
$85.6K - $106K
|
12.8K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-864- 19.06% |
$85.8K - $106K
|
3.67K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-865- 1.14% |
$85.9K - $106K
|
75.1K
$7.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-865- 1.68% |
$85.9K - $106K
|
50.7K
$5.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-876- 9.82% |
$87K - $108K
|
8.05K
$796K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-879- 27.98% |
$87.3K - $108K
|
2.26K
$224K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-881- 16.78% |
$87.5K - $108K
|
4.37K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-887- 13.7% |
$88.1K - $109K
|
5.59K
$553K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 21.7% |
$89.4K - $111K
|
3.25K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-900- 5.09% |
$89.4K - $111K
|
16.8K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-904- 14.25% |
$89.8K - $111K
|
5.44K
$538K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-915- 15.92% |
$90.9K - $112K
|
4.83K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-915- 13.21% |
$90.9K - $112K
|
6.01K
$595K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-916- 10.37% |
$90.9K - $113K
|
7.91K
$783K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-919- 8.82% |
$91.2K - $113K
|
9.5K
$940K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-924- 6.34% |
$91.7K - $113K
|
13.7K
$1.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-925- 1.81% |
$91.8K - $114K
|
50.2K
$4.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-929- 20.39% |
$92.2K - $114K
|
3.63K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-931- 3.71% |
$92.4K - $114K
|
24.1K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-937- 10.96% |
$93K - $115K
|
7.62K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-943- 5.38% |
$93.6K - $116K
|
16.6K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-945- 2.55% |
$93.8K - $116K
|
36.1K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-948- 2.6% |
$94.1K - $116K
|
35.6K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-963- 15.46% |
$95.6K - $118K
|
5.27K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-974- 11.45% |
$96.7K - $120K
|
7.53K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-979- 12.49% |
$97.2K - $120K
|
6.86K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-981- 10.29% |
$97.4K - $120K
|
8.55K
$846K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-985- 4.66% |
$97.8K - $121K
|
20.1K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-985- 27.02% |
$97.8K - $121K
|
2.66K
$263K
|