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 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-883- 5.64% |
$75.6K - $87.1K
|
14.8K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-890- 2.79% |
$76.2K - $87.8K
|
31.1K
$3.53M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-892- 8.32% |
$76.4K - $88K
|
9.83K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-896- 2.69% |
$76.7K - $88.4K
|
32.5K
$3.69M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-900- 10.2% |
$77K - $88.7K
|
7.92K
$901K
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-901- 25.7% |
$77.1K - $88.8K
|
2.61K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-903- 1.42% |
$77.3K - $89K
|
62.9K
$7.15M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-905- 7.33% |
$77.5K - $89.2K
|
11.4K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-906- 5.1% |
$77.6K - $89.3K
|
16.9K
$1.92M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-907- 3.81% |
$77.6K - $89.4K
|
22.9K
$2.61M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-912- 2.41% |
$78.1K - $89.9K
|
37K
$4.21M
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-914- 7.75% |
$78.2K - $90.1K
|
10.9K
$1.24M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-916- 27.22% |
$78.4K - $90.3K
|
2.45K
$279K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-916- 15.75% |
$78.4K - $90.3K
|
4.9K
$557K
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-920- 12.79% |
$78.8K - $90.7K
|
6.27K
$713K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-921- 0.53% |
$78.8K - $90.8K
|
173K
$19.7M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-922- 8.73% |
$78.9K - $90.9K
|
9.64K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-922- 6.77% |
$78.9K - $90.9K
|
12.7K
$1.44M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-923- 5.37% |
$79K - $91K
|
16.3K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-929- 48.26% |
$79.5K - $91.6K
|
996
$113K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-934- 3.87% |
$80K - $92.1K
|
23.2K
$2.64M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-937- 19.18% |
$80.2K - $92.4K
|
3.95K
$449K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-937- 13.14% |
$80.2K - $92.4K
|
6.19K
$704K
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-938- 0.35% |
$80.3K - $92.5K
|
271K
$30.8M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-939- 8.91% |
$80.4K - $92.6K
|
9.6K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-945- 1.54% |
$80.9K - $93.2K
|
60.5K
$6.88M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-951- 10.37% |
$81.4K - $93.8K
|
8.22K
$935K
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-957- 23.13% |
$81.9K - $94.4K
|
3.18K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-982- 2.8% |
$84.1K - $96.8K
|
34K
$3.87M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-983- 7.42% |
$84.1K - $96.9K
|
12.3K
$1.39M
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-990- 23.55% |
$84.7K - $97.6K
|
3.21K
$365K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-991- 14.12% |
$84.8K - $97.7K
|
6.03K
$686K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-992- 2.92% |
$84.9K - $97.8K
|
32.9K
$3.75M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-996- 4.52% |
$85.3K - $98.2K
|
21K
$2.39M
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-1K- 4.1% |
$85.6K - $98.6K
|
23.4K
$2.66M
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1K- 23.49% |
$85.6K - $98.6K
|
3.26K
$370K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.97% |
$85.6K - $98.6K
|
102K
$11.6M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.01K- 27.3% |
$86.1K - $99.2K
|
2.68K
$305K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.01K- 96.64% |
$86.2K - $99.3K
|
35
$3.98K
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.02K- 8.33% |
$87K - $100K
|
11.2K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.02K- 19.74% |
$87.2K - $100K
|
4.14K
$471K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.03K- 16.28% |
$88.3K - $102K
|
5.3K
$603K
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.03K- 14.09% |
$88.5K - $102K
|
6.3K
$717K
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.04K- 6.55% |
$88.6K - $102K
|
14.8K
$1.68M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.04K- 11.46% |
$89.2K - $103K
|
8.05K
$915K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.05K- 0.71% |
$89.9K - $104K
|
146K
$16.6M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06K- 3.69% |
$90.6K - $104K
|
27.6K
$3.14M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 7.01% |
$91.1K - $105K
|
14.1K
$1.61M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.07K- 3.22% |
$91.4K - $105K
|
32.1K
$3.65M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.07K- 11.36% |
$91.5K - $105K
|
8.34K
$949K
|