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 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1K- 20.7% |
$99.3K - $123K
|
3.83K
$379K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1K- 4.11% |
$99.5K - $123K
|
23.4K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.01K- 6.22% |
$99.8K - $123K
|
15.2K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.01K- 8.85% |
$100K - $124K
|
10.4K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.01K- 24.33% |
$100K - $124K
|
3.15K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.02K- 11.78% |
$101K - $125K
|
7.64K
$756K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.02K- 10.7% |
$101K - $125K
|
8.52K
$843K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 21.09% |
$102K - $126K
|
3.83K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.02K- 5.45% |
$102K - $126K
|
17.7K
$1.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.03K- 22.87% |
$102K - $126K
|
3.46K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.03K- 3.7% |
$102K - $126K
|
26.7K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.03K- 3.15% |
$102K - $126K
|
31.5K
$3.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.05K- 4.12% |
$104K - $129K
|
24.4K
$2.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.05K- 7.16% |
$104K - $129K
|
13.6K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.06K- 1.51% |
$105K - $130K
|
68.7K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.06K- 10.82% |
$105K - $130K
|
8.74K
$865K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.06K- 29.03% |
$106K - $131K
|
2.6K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.06K- 0.82% |
$106K - $131K
|
128K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.08K- 31.82% |
$107K - $133K
|
2.31K
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.08K- 4.47% |
$107K - $133K
|
23.1K
$2.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.08K- 25.38% |
$107K - $133K
|
3.18K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.08K- 22.94% |
$107K - $133K
|
3.63K
$360K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.08K- 8.09% |
$108K - $133K
|
12.3K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 28.31% |
$109K - $135K
|
2.78K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.1KClosed |
$109K - $135K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.1K- 2.62% |
$109K - $135K
|
40.9K
$4.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.11K- 3.21% |
$110K - $136K
|
33.4K
$3.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.13K- 14.4% |
$112K - $138K
|
6.7K
$663K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.13K- 12.3% |
$112K - $139K
|
8.06K
$797K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.13K- 20.06% |
$112K - $139K
|
4.51K
$446K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.15K- 22.81% |
$114K - $141K
|
3.89K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.15K- 3.48% |
$114K - $141K
|
31.9K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.16K- 9.96% |
$115K - $142K
|
10.5K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.17K- 2.77% |
$116K - $143K
|
40.9K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.17K- 4.62% |
$116K - $143K
|
24.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.17K- 67.85% |
$116K - $143K
|
552
$54.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 17.42% |
$116K - $143K
|
5.53K
$547K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.17K- 2.05% |
$117K - $144K
|
56.1K
$5.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.18K- 6.11% |
$118K - $145K
|
18.2K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.19K- 18.55% |
$118K - $146K
|
5.22K
$516K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.19K- 19.98% |
$118K - $147K
|
4.78K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 4.03% |
$119K - $147K
|
28.5K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.2K- 23.08% |
$119K - $147K
|
3.99K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.2K- 16.56% |
$119K - $147K
|
6.04K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-1.2K- 0.16% |
$119K - $147K
|
749K
$74M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-1.21K- 3.45% |
$120K - $148K
|
33.7K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.21K- 5.41% |
$120K - $148K
|
21.1K
$2.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 34.01% |
$121K - $149K
|
2.36K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.22K- 7.07% |
$121K - $150K
|
16.1K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.22K- 2.87% |
$121K - $150K
|
41.3K
$4.09M
|