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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-511- 4.73% |
$43.7K - $50.4K
|
10.3K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-515- 6.31% |
$44.1K - $50.8K
|
7.65K
$832K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-515- 5.65% |
$44.1K - $50.8K
|
8.6K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-517- 4.89% |
$44.3K - $51K
|
10.1K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-521- 61.58% |
$44.6K - $51.4K
|
325
$35.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-522- 16.41% |
$44.7K - $51.5K
|
2.66K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-529- 10.36% |
$45.3K - $52.2K
|
4.58K
$497K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-531- 5.59% |
$45.5K - $52.4K
|
8.97K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-537- 0.93% |
$46K - $53K
|
57.5K
$6.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-538- 8.99% |
$46.1K - $53.1K
|
5.44K
$592K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-539- 7.02% |
$46.1K - $53.2K
|
7.13K
$775K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-540- 6.17% |
$46.2K - $53.2K
|
8.21K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-540- 16.23% |
$46.2K - $53.2K
|
2.79K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-541- 5.87% |
$46.3K - $53.3K
|
8.67K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-542- 9.25% |
$46.4K - $53.4K
|
5.32K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-542- 4.46% |
$46.4K - $53.4K
|
11.6K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-543- 2.17% |
$46.5K - $53.5K
|
24.4K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-548- 2.7% |
$46.9K - $54K
|
19.7K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-548- 7.07% |
$46.9K - $54K
|
7.2K
$783K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-549- 20.9% |
$47K - $54.1K
|
2.08K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-552- 13.46% |
$47.3K - $54.4K
|
3.55K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-558- 16.6% |
$47.8K - $55K
|
2.8K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-559- 16.98% |
$47.9K - $55.1K
|
2.73K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-560- 2.17% |
$47.9K - $55.2K
|
25.2K
$2.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-561- 3.81% |
$48K - $55.3K
|
14.2K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-564- 5.62% |
$48.3K - $55.6K
|
9.48K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-567- 18.41% |
$48.5K - $55.9K
|
2.51K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-567- 5.94% |
$48.5K - $55.9K
|
8.97K
$975K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 3.05% |
$48.7K - $56.1K
|
18.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-572- 16.75% |
$49K - $56.4K
|
2.84K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-574- 4.2% |
$49.1K - $56.6K
|
13.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-575- 16.24% |
$49.2K - $56.7K
|
2.97K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-576- 12.31% |
$49.3K - $56.8K
|
4.1K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-580- 2.0% |
$49.6K - $57.2K
|
28.5K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-586- 3.49% |
$50.2K - $57.8K
|
16.2K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.27% |
$50.3K - $58K
|
45.7K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-588- 10.55% |
$50.3K - $58K
|
4.99K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-591- 9.4% |
$50.6K - $58.3K
|
5.7K
$619K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-593- 6.36% |
$50.8K - $58.5K
|
8.73K
$948K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-597- 4.37% |
$51.1K - $58.9K
|
13.1K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-598- 14.66% |
$51.2K - $59K
|
3.48K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-600- 13.95% |
$51.4K - $59.2K
|
3.7K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-604- 4.81% |
$51.7K - $59.6K
|
12K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-615- 5.0% |
$52.6K - $60.6K
|
11.7K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-617- 62.26% |
$52.8K - $60.8K
|
374
$40.6K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-618- 18.21% |
$52.9K - $60.9K
|
2.78K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-620- 5.71% |
$53.1K - $61.1K
|
10.2K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-629- 5.4% |
$53.8K - $62K
|
11K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-635- 70.95% |
$54.4K - $62.6K
|
260
$28.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-642- 1.96% |
$55K - $63.3K
|
32.1K
$3.48M
|