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 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-96- 2.5% |
$8.22K - $9.47K
|
3.75K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-96- 3.77% |
$8.22K - $9.47K
|
2.45K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-96- 7.67% |
$8.22K - $9.47K
|
1.16K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-96- 3.69% |
$8.22K - $9.47K
|
2.51K
$273K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-96- 1.28% |
$8.22K - $9.47K
|
7.41K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-98- 2.01% |
$8.39K - $9.66K
|
4.78K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-99- 9.16% |
$8.47K - $9.76K
|
982
$107K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.45% |
$8.56K - $9.86K
|
6.78K
$736K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 0.22% |
$8.56K - $9.86K
|
45.1K
$4.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 21.01% |
$8.56K - $9.86K
|
376
$40.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-100- 4.34% |
$8.56K - $9.86K
|
2.2K
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-100- 73.53% |
$8.56K - $9.86K
|
36
$3.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-100- 3.97% |
$8.56K - $9.86K
|
2.42K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-101- 3.84% |
$8.65K - $9.96K
|
2.53K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-103- 3.39% |
$8.82K - $10.2K
|
2.94K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-103- 9.35% |
$8.82K - $10.2K
|
999
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-103- 1.12% |
$8.82K - $10.2K
|
9.07K
$986K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-103- 4.24% |
$8.82K - $10.2K
|
2.33K
$253K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-103- 5.26% |
$8.82K - $10.2K
|
1.86K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-104- 0.05% |
$8.9K - $10.3K
|
207K
$22.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-106- 95.5% |
$9.07K - $10.5K
|
5
$543
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-107- 4.12% |
$9.16K - $10.6K
|
2.49K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-108- 38.3% |
$9.24K - $10.6K
|
174
$18.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-108- 2.28% |
$9.24K - $10.6K
|
4.62K
$502K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-110- 5.51% |
$9.42K - $10.8K
|
1.89K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-110- 1.78% |
$9.42K - $10.8K
|
6.08K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-110- 0.32% |
$9.42K - $10.8K
|
34.7K
$3.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-113- 1.24% |
$9.67K - $11.1K
|
9.02K
$980K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-114- 0.98% |
$9.76K - $11.2K
|
11.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-114- 3.23% |
$9.76K - $11.2K
|
3.42K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-115- 5.15% |
$9.84K - $11.3K
|
2.12K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-115- 1.82% |
$9.84K - $11.3K
|
6.19K
$673K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-117- 2.92% |
$10K - $11.5K
|
3.89K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-117- 6.39% |
$10K - $11.5K
|
1.71K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-119- 2.74% |
$10.2K - $11.7K
|
4.23K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-120- 7.36% |
$10.3K - $11.8K
|
1.51K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-120- 10.21% |
$10.3K - $11.8K
|
1.06K
$115K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-120- 23.81% |
$10.3K - $11.8K
|
384
$41.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-121- 2.86% |
$10.4K - $11.9K
|
4.11K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124- 5.22% |
$10.6K - $12.2K
|
2.25K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-124- 0.43% |
$10.6K - $12.2K
|
28.4K
$3.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 1.77% |
$10.7K - $12.3K
|
6.95K
$755K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.76% |
$10.7K - $12.3K
|
16.3K
$1.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-125- 4.55% |
$10.7K - $12.3K
|
2.62K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-126- 4.5% |
$10.8K - $12.4K
|
2.67K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-127- 0.02% |
$10.9K - $12.5K
|
622K
$67.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-127- 0.88% |
$10.9K - $12.5K
|
14.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-127- 3.08% |
$10.9K - $12.5K
|
4K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-128- 1.42% |
$11K - $12.6K
|
8.88K
$965K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-128- 2.2% |
$11K - $12.6K
|
5.7K
$619K
|