Purchases and Sales Made in Q3 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.3% |
$1.88K - $2.17K
|
7.22K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-22- 0.47% |
$1.88K - $2.17K
|
4.65K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-22- 0.34% |
$1.88K - $2.17K
|
6.54K
$710K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-23- 0.67% |
$1.97K - $2.27K
|
3.41K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-23- 0.93% |
$1.97K - $2.27K
|
2.46K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 0.33% |
$2.05K - $2.37K
|
7.23K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-24- 0.44% |
$2.05K - $2.37K
|
5.45K
$592K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-25- 5.58% |
$2.14K - $2.47K
|
423
$46K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-25- 0.51% |
$2.14K - $2.47K
|
4.87K
$530K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-25- 0.96% |
$2.14K - $2.47K
|
2.58K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 0.91% |
$2.23K - $2.56K
|
2.82K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-26- 0.03% |
$2.23K - $2.56K
|
101K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-26- 0.27% |
$2.23K - $2.56K
|
9.71K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-26- 0.42% |
$2.23K - $2.56K
|
6.13K
$667K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-26- 0.22% |
$2.23K - $2.56K
|
11.7K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-26- 0.91% |
$2.23K - $2.56K
|
2.83K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-27- 0.34% |
$2.31K - $2.66K
|
7.93K
$862K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-27- 0.3% |
$2.31K - $2.66K
|
8.85K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-29- 0.75% |
$2.48K - $2.86K
|
3.82K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-29- 0.86% |
$2.48K - $2.86K
|
3.35K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-29- 0.77% |
$2.48K - $2.86K
|
3.72K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-29- 1.09% |
$2.48K - $2.86K
|
2.63K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-29- 0.15% |
$2.48K - $2.86K
|
19K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-30- 0.67% |
$2.57K - $2.96K
|
4.44K
$482K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-30- 1.18% |
$2.57K - $2.96K
|
2.51K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-31- 0.62% |
$2.65K - $3.06K
|
4.94K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-31- 0.75% |
$2.65K - $3.06K
|
4.1K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-31- 0.04% |
$2.65K - $3.06K
|
69.1K
$7.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 1.99% |
$2.74K - $3.16K
|
1.57K
$171K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-32- 12.21% |
$2.74K - $3.16K
|
230
$25K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-33- 1.03% |
$2.82K - $3.25K
|
3.16K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-33- 1.46% |
$2.82K - $3.25K
|
2.23K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-34- 12.36% |
$2.91K - $3.35K
|
241
$26.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-35- 0.34% |
$3K - $3.45K
|
10.1K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-35- 1.6% |
$3K - $3.45K
|
2.15K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-35- 1.25% |
$3K - $3.45K
|
2.77K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-36- 0.76% |
$3.08K - $3.55K
|
4.71K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-36- 11.73% |
$3.08K - $3.55K
|
271
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-37- 0.77% |
$3.17K - $3.65K
|
4.76K
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-38- 0.32% |
$3.25K - $3.75K
|
11.8K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-38- 21.35% |
$3.25K - $3.75K
|
140
$15.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 36.45% |
$3.34K - $3.85K
|
68
$7.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-39- 0.5% |
$3.34K - $3.85K
|
7.7K
$836K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-40- 0.35% |
$3.42K - $3.94K
|
11.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-40- 1.37% |
$3.42K - $3.94K
|
2.88K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-40- 2.01% |
$3.42K - $3.94K
|
1.95K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$3.51K - $4.04K
|
3.92K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-41- 21.24% |
$3.51K - $4.04K
|
152
$16.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-43- 0.82% |
$3.68K - $4.24K
|
5.2K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-43- 0.84% |
$3.68K - $4.24K
|
5.05K
$548K
|