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 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.39KNew |
$635K - $785K
|
6.39K
$724K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.32K+ 37.97% |
$627K - $776K
|
23K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.32K+ 4.4% |
$627K - $776K
|
150K
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.25K+ 10.08% |
$620K - $767K
|
68.2K
$7.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.22K+ 11.87% |
$617K - $764K
|
58.6K
$6.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.13K+ 3.66% |
$608K - $753K
|
174K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
6.07K+ 1.68% |
$603K - $746K
|
367K
$41.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.07K+ 10.93% |
$602K - $745K
|
61.6K
$6.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.04K+ 21.61% |
$600K - $742K
|
34K
$3.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6K+ 332.96% |
$596K - $737K
|
7.8K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.93K+ 15.63% |
$588K - $728K
|
43.8K
$4.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.9K+ 6.46% |
$586K - $725K
|
97.3K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
5.8K+ 0.37% |
$575K - $712K
|
1.59M
$180M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.77K+ 4.66% |
$573K - $709K
|
130K
$14.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
5.77K+ 4.17% |
$573K - $709K
|
144K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.75K+ 13.51% |
$571K - $706K
|
48.3K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.74KNew |
$570K - $705K
|
5.74K
$650K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.7K+ 19.07% |
$566K - $700K
|
35.6K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5.66KNew |
$562K - $696K
|
5.66K
$641K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
5.61K+ 1.07% |
$557K - $689K
|
532K
$60.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.54K+ 2.42% |
$550K - $680K
|
234K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.48K+ 7.02% |
$544K - $673K
|
83.5K
$9.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
5.48K+ 4.18% |
$544K - $673K
|
137K
$15.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.45K+ 8.02% |
$541K - $670K
|
73.4K
$8.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5.44K+ 12.31% |
$540K - $668K
|
49.6K
$5.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.43KNew |
$539K - $667K
|
5.43K
$615K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.39K+ 28.63% |
$535K - $662K
|
24.2K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.33K+ 10.49% |
$529K - $655K
|
56.2K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.32KNew |
$528K - $653K
|
5.32K
$602K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.28K+ 6.91% |
$525K - $649K
|
81.8K
$9.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.28K+ 318.47% |
$524K - $648K
|
6.93K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5.27K+ 11.63% |
$523K - $647K
|
50.5K
$5.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.27K+ 6.15% |
$523K - $647K
|
90.9K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.25K+ 21.28% |
$522K - $645K
|
29.9K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.25KNew |
$521K - $645K
|
5.25K
$594K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.23KNew |
$519K - $642K
|
5.23K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.2K+ 102.79% |
$516K - $638K
|
10.3K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.18K+ 118.81% |
$514K - $636K
|
9.54K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.13K+ 8.32% |
$509K - $630K
|
66.8K
$7.56M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.12KNew |
$509K - $629K
|
5.12K
$580K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.04K+ 59.38% |
$500K - $619K
|
13.5K
$1.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
BUY
|
- |
5.04K+ 4.79% |
$500K - $619K
|
110K
$12.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.96K+ 3.5% |
$493K - $610K
|
147K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.95KNew |
$491K - $608K
|
4.95K
$560K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.91K+ 216.78% |
$487K - $603K
|
7.17K
$812K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
4.88K+ 104.72% |
$485K - $600K
|
9.55K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
4.83KNew |
$479K - $593K
|
4.83K
$546K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.78K+ 15.79% |
$474K - $587K
|
35K
$3.96M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.76KNew |
$473K - $585K
|
4.76K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.71K+ 17.24% |
$467K - $578K
|
32K
$3.62M
|