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 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-647- 5.23% |
$55.4K - $63.8K
|
11.7K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-650- 10.43% |
$55.6K - $64.1K
|
5.58K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-650- 0.77% |
$55.6K - $64.1K
|
84.2K
$9.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-651- 14.15% |
$55.7K - $64.2K
|
3.95K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-652- 0.65% |
$55.8K - $64.3K
|
100K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-660- 3.26% |
$56.5K - $65.1K
|
19.6K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-660- 3.66% |
$56.5K - $65.1K
|
17.4K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-661- 2.74% |
$56.6K - $65.2K
|
23.5K
$2.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-665- 21.8% |
$56.9K - $65.6K
|
2.39K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-666- 8.07% |
$57K - $65.7K
|
7.59K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-668- 2.83% |
$57.2K - $65.9K
|
23K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-669- 12.3% |
$57.3K - $66K
|
4.77K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-669- 5.76% |
$57.3K - $66K
|
10.9K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-670- 13.18% |
$57.4K - $66.1K
|
4.41K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-672- 1.73% |
$57.5K - $66.3K
|
38.2K
$4.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-678- 2.65% |
$58K - $66.9K
|
24.9K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-679- 12.74% |
$58.1K - $67K
|
4.65K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-680- 1.06% |
$58.2K - $67.1K
|
63.5K
$6.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-680- 16.44% |
$58.2K - $67.1K
|
3.46K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-683- 0.73% |
$58.5K - $67.4K
|
92.5K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-686- 6.84% |
$58.7K - $67.6K
|
9.34K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-689- 8.4% |
$59K - $67.9K
|
7.52K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-691- 79.06% |
$59.1K - $68.1K
|
183
$19.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-692- 16.06% |
$59.2K - $68.2K
|
3.62K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-692- 2.5% |
$59.2K - $68.2K
|
26.9K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-694- 1.58% |
$59.4K - $68.4K
|
43.2K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-696- 8.29% |
$59.6K - $68.6K
|
7.7K
$837K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-700- 9.4% |
$59.9K - $69K
|
6.75K
$733K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-700- 48.24% |
$59.9K - $69K
|
751
$81.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-701- 8.86% |
$60K - $69.1K
|
7.21K
$783K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-703- 2.48% |
$60.2K - $69.3K
|
27.6K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-709- 9.85% |
$60.7K - $69.9K
|
6.49K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 8.17% |
$60.8K - $70K
|
7.98K
$867K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-713- 19.78% |
$61K - $70.3K
|
2.89K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-714- 20.61% |
$61.1K - $70.4K
|
2.75K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-714- 4.54% |
$61.1K - $70.4K
|
15K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-719- 1.23% |
$61.5K - $70.9K
|
57.8K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-723- 22.18% |
$61.9K - $71.3K
|
2.54K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-725- 7.94% |
$62.1K - $71.5K
|
8.41K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-734- 9.26% |
$62.8K - $72.4K
|
7.19K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-735- 1.36% |
$62.9K - $72.5K
|
53.3K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-735- 3.68% |
$62.9K - $72.5K
|
19.3K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-741- 2.23% |
$63.4K - $73.1K
|
32.5K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-754- 16.69% |
$64.5K - $74.4K
|
3.76K
$409K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-762- 4.42% |
$65.2K - $75.1K
|
16.5K
$1.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-771- 2.42% |
$66K - $76K
|
31.2K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-775- 11.01% |
$66.3K - $76.4K
|
6.26K
$680K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-777- 6.57% |
$66.5K - $76.6K
|
11K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-787- 8.27% |
$67.4K - $77.6K
|
8.73K
$948K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-788- 16.74% |
$67.5K - $77.7K
|
3.92K
$426K
|