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 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.38K- 18.69% |
$137K - $169K
|
5.98K
$724K
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.39K- 10.36% |
$138K - $171K
|
12K
$1.46M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 6.22% |
$138K - $171K
|
21K
$2.54M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.39K- 1.33% |
$138K - $171K
|
103K
$12.5M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.41K- 5.81% |
$140K - $173K
|
22.8K
$2.76M
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.42K- 1.43% |
$141K - $174K
|
97.4K
$11.8M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.42K- 1.31% |
$141K - $174K
|
106K
$12.9M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.42K- 21.18% |
$141K - $174K
|
5.28K
$640K
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.44K- 41.43% |
$142K - $176K
|
2.03K
$246K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.45K- 23.42% |
$143K - $177K
|
4.73K
$572K
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.45K- 4.49% |
$144K - $178K
|
30.8K
$3.73M
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 22.18% |
$144K - $178K
|
5.08K
$615K
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.45K- 29.94% |
$144K - $178K
|
3.39K
$411K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.47K- 1.59% |
$146K - $180K
|
90.7K
$11M
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.47K- 1.48% |
$146K - $180K
|
97.7K
$11.8M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.47K- 27.28% |
$146K - $180K
|
3.92K
$474K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.47K- 36.07% |
$146K - $181K
|
2.61K
$315K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.47K- 16.21% |
$146K - $181K
|
7.61K
$921K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.48K- 6.27% |
$147K - $182K
|
22.2K
$2.68M
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.49K- 34.8% |
$148K - $183K
|
2.79K
$338K
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.51K- 37.84% |
$150K - $185K
|
2.47K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.51K- 0.95% |
$150K - $186K
|
158K
$19.2M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.51K- 12.63% |
$150K - $186K
|
10.5K
$1.27M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.52K- 25.51% |
$151K - $187K
|
4.44K
$538K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.53K- 7.05% |
$151K - $187K
|
20.1K
$2.43M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.54K- 4.94% |
$153K - $189K
|
29.6K
$3.59M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.54K- 2.25% |
$153K - $189K
|
67K
$8.12M
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-1.55K- 30.84% |
$153K - $190K
|
3.47K
$419K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.55K- 29.62% |
$153K - $190K
|
3.67K
$444K
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.55K- 36.18% |
$154K - $190K
|
2.73K
$331K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.57K- 13.55% |
$156K - $193K
|
10K
$1.21M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.57K- 5.19% |
$156K - $193K
|
28.7K
$3.47M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.57K- 3.33% |
$156K - $193K
|
45.7K
$5.53M
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.59K- 1.47% |
$158K - $195K
|
107K
$12.9M
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 4.88% |
$158K - $196K
|
31K
$3.76M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.61K- 3.77% |
$159K - $197K
|
41K
$4.96M
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.62K- 30.64% |
$160K - $198K
|
3.66K
$443K
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.62K- 5.47% |
$161K - $199K
|
28K
$3.39M
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1.62K- 23.18% |
$161K - $199K
|
5.37K
$651K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.62K- 1.0% |
$161K - $199K
|
161K
$19.5M
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1.63K- 43.96% |
$162K - $200K
|
2.08K
$251K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.63K- 11.41% |
$162K - $200K
|
12.7K
$1.53M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.64K- 23.29% |
$163K - $201K
|
5.39K
$653K
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-1.66K- 17.66% |
$164K - $203K
|
7.72K
$935K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.72K- 8.74% |
$171K - $211K
|
18K
$2.17M
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.72K- 5.03% |
$171K - $212K
|
32.6K
$3.94M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.73K- 2.86% |
$172K - $213K
|
58.8K
$7.12M
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.74K- 2.11% |
$173K - $214K
|
80.8K
$9.78M
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.75K- 5.19% |
$173K - $215K
|
31.9K
$3.86M
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.76K- 1.48% |
$174K - $216K
|
117K
$14.1M
|