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 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.68K- 51.17% |
$229K - $264K
|
2.56K
$278K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 4.72% |
$230K - $265K
|
54.1K
$5.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.69K- 2.3% |
$230K - $265K
|
114K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.7K- 20.88% |
$231K - $266K
|
10.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 4.66% |
$232K - $267K
|
55.4K
$6.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.73K- 7.76% |
$233K - $269K
|
32.4K
$3.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-2.74K- 35.31% |
$235K - $270K
|
5.02K
$546K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.74K- 18.94% |
$235K - $270K
|
11.7K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-2.75K- 8.17% |
$236K - $271K
|
31K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.75K- 18.18% |
$236K - $272K
|
12.4K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 5.94% |
$241K - $278K
|
44.6K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-2.85K- 14.79% |
$244K - $281K
|
16.4K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.85K- 36.27% |
$244K - $281K
|
5.01K
$545K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.87K- 0.86% |
$246K - $283K
|
330K
$35.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.89K- 19.69% |
$247K - $285K
|
11.8K
$1.28M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.9K- 21.33% |
$249K - $286K
|
10.7K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.91K- 1.23% |
$249K - $287K
|
233K
$25.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.93K- 52.84% |
$250K - $289K
|
2.61K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.93K- 49.05% |
$251K - $289K
|
3.04K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.94K- 5.65% |
$251K - $289K
|
49K
$5.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.94K- 61.33% |
$252K - $290K
|
1.85K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.94K- 89.91% |
$252K - $290K
|
330
$35.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.94K- 56.46% |
$252K - $290K
|
2.27K
$246K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.94K- 13.62% |
$252K - $290K
|
18.7K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.95K- 37.6% |
$252K - $291K
|
4.89K
$532K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.96K- 4.42% |
$253K - $292K
|
64K
$6.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-2.97K- 4.29% |
$254K - $293K
|
66.2K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.98K- 7.28% |
$255K - $294K
|
37.9K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.98K- 7.44% |
$255K - $294K
|
37.1K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.98K- 2.31% |
$255K - $294K
|
126K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.98K- 4.41% |
$255K - $294K
|
64.7K
$7.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-3K- 56.68% |
$257K - $296K
|
2.29K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.26% |
$257K - $296K
|
89.2K
$9.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-3K- 19.12% |
$257K - $296K
|
12.7K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.01K- 39.87% |
$258K - $297K
|
4.55K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.02K- 22.89% |
$258K - $297K
|
10.2K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-3.04K- 3.57% |
$260K - $300K
|
82.2K
$8.93M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.08K- 2.75% |
$264K - $304K
|
109K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.1K- 8.19% |
$266K - $306K
|
34.8K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.11K- 7.01% |
$266K - $307K
|
41.3K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.12K- 18.28% |
$267K - $307K
|
13.9K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.12K- 5.09% |
$267K - $308K
|
58.2K
$6.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.13K- 11.69% |
$268K - $308K
|
23.6K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.14K- 1.54% |
$269K - $309K
|
201K
$21.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 1.43% |
$270K - $311K
|
218K
$23.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.21K- 48.49% |
$274K - $316K
|
3.4K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.21K- 11.44% |
$275K - $317K
|
24.9K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.24K- 36.49% |
$277K - $319K
|
5.64K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 0.98% |
$278K - $320K
|
327K
$35.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.26K- 39.75% |
$279K - $321K
|
4.94K
$537K
|