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
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-4.27K- 39.09% |
$424K - $524K
|
6.65K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.28K- 2.69% |
$425K - $526K
|
155K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.29K- 27.36% |
$426K - $527K
|
11.4K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-4.31K- 15.7% |
$428K - $530K
|
23.2K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-4.4K- 6.64% |
$437K - $540K
|
61.8K
$6.12M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.43K- 12.19% |
$440K - $544K
|
31.9K
$3.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.46K- 25.65% |
$443K - $548K
|
12.9K
$1.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-4.48K- 24.21% |
$445K - $550K
|
14K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-4.52K- 16.39% |
$449K - $555K
|
23.1K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 1.14% |
$455K - $562K
|
398K
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-4.6K- 80.98% |
$457K - $565K
|
1.08K
$107K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-4.62K- 6.2% |
$458K - $567K
|
69.8K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.62K- 21.42% |
$459K - $567K
|
16.9K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.63K- 15.61% |
$460K - $569K
|
25K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.67K- 22.41% |
$464K - $574K
|
16.2K
$1.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.7K- 16.33% |
$467K - $577K
|
24.1K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.7K- 14.53% |
$467K - $577K
|
27.7K
$2.74M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.71K- 14.83% |
$468K - $578K
|
27K
$2.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-4.72K- 18.74% |
$469K - $580K
|
20.5K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.74K- 2.76% |
$471K - $582K
|
167K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.8K- 6.02% |
$477K - $590K
|
74.9K
$7.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.81K- 57.41% |
$478K - $591K
|
3.57K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 0.63% |
$480K - $593K
|
760K
$75.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.91K- 2.07% |
$487K - $603K
|
232K
$22.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.97K- 92.72% |
$493K - $610K
|
390
$38.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-5.02K- 1.62% |
$499K - $617K
|
306K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.12K- 10.61% |
$508K - $629K
|
43.1K
$4.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.13K- 12.34% |
$509K - $630K
|
36.4K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.16K- 0.94% |
$512K - $634K
|
544K
$53.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
SELL
|
- |
-5.16K- 65.62% |
$513K - $634K
|
2.71K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-5.24K- 1.97% |
$520K - $643K
|
261K
$25.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 66.47% |
$535K - $661K
|
2.72K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-5.43K- 8.86% |
$539K - $666K
|
55.8K
$5.52M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-5.43K- 11.91% |
$540K - $667K
|
40.2K
$3.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.44K- 5.28% |
$540K - $668K
|
97.7K
$9.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.51K- 4.44% |
$547K - $677K
|
119K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.62K- 24.04% |
$558K - $690K
|
17.8K
$1.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.64K- 10.12% |
$559K - $692K
|
50.1K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.8K- 2.7% |
$576K - $712K
|
209K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.89K- 42.82% |
$585K - $724K
|
7.87K
$778K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.94K- 58.91% |
$590K - $729K
|
4.14K
$410K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.05K- 2.41% |
$601K - $743K
|
245K
$24.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.08K- 7.75% |
$603K - $746K
|
72.3K
$7.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-6.13K- 22.01% |
$609K - $753K
|
21.7K
$2.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.16K- 9.4% |
$612K - $757K
|
59.4K
$5.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-6.19K- 34.55% |
$615K - $760K
|
11.7K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.32K- 15.77% |
$628K - $776K
|
33.8K
$3.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-6.34K- 19.74% |
$629K - $779K
|
25.8K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-6.39K- 42.23% |
$634K - $785K
|
8.74K
$865K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.46K- 81.66% |
$642K - $794K
|
1.45K
$144K
|