Purchases and Sales Made in Q2 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.61K+ 67.34% |
$259K - $321K
|
6.49K
$735K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.58KNew |
$256K - $317K
|
2.58K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
2.57K+ 1.03% |
$255K - $315K
|
253K
$28.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.56K+ 3.45% |
$254K - $314K
|
76.7K
$8.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.54KNew |
$252K - $312K
|
2.54K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.53K+ 11.42% |
$251K - $310K
|
24.6K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.52K+ 29.1% |
$251K - $310K
|
11.2K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.52K+ 20.94% |
$250K - $309K
|
14.5K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.5KNew |
$248K - $307K
|
2.5K
$283K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.5K+ 2.2% |
$248K - $307K
|
116K
$13.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.49KNew |
$247K - $305K
|
2.49K
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$246K - $304K
|
2.48K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.48K+ 758.1% |
$246K - $304K
|
2.81K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.47K+ 5.24% |
$245K - $303K
|
49.5K
$5.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.46KNew |
$245K - $303K
|
2.46K
$279K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.44K+ 18.5% |
$242K - $299K
|
15.6K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.44K+ 4.13% |
$242K - $299K
|
61.3K
$6.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.38K+ 8.21% |
$236K - $292K
|
31.3K
$3.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 42.8% |
$235K - $291K
|
7.91K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.37K+ 100.0% |
$235K - $291K
|
4.74K
$537K
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.37K+ 1.01% |
$235K - $291K
|
236K
$26.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$233K - $288K
|
106K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.33K+ 35.19% |
$232K - $287K
|
8.97K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.33K+ 5.2% |
$231K - $286K
|
47.2K
$5.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.33K+ 21.94% |
$231K - $286K
|
12.9K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.32K+ 14.78% |
$230K - $285K
|
18K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.32K+ 59.19% |
$230K - $285K
|
6.24K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.32K+ 14.55% |
$230K - $284K
|
18.2K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.31KNew |
$229K - $283K
|
2.31K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.26K+ 6.57% |
$225K - $278K
|
36.7K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 7.19% |
$223K - $275K
|
33.4K
$3.79M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 7.19% |
$223K - $275K
|
33.4K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.23K+ 3.71% |
$221K - $274K
|
62.3K
$7.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.22K+ 16.56% |
$221K - $273K
|
15.7K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.22K+ 7.89% |
$221K - $273K
|
30.4K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.22K+ 15.52% |
$220K - $273K
|
16.5K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.21K+ 2.19% |
$220K - $272K
|
103K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.21K+ 56.92% |
$220K - $272K
|
6.1K
$691K
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.2KNew |
$219K - $271K
|
2.2K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
2.2K+ 0.91% |
$218K - $270K
|
243K
$27.6M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.2K+ 4.94% |
$218K - $270K
|
46.7K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
2.19KNew |
$217K - $268K
|
2.19K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.17KNew |
$216K - $267K
|
2.17K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.15KNew |
$213K - $264K
|
2.15K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.12KNew |
$210K - $260K
|
2.12K
$240K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
2.1K+ 22.49% |
$208K - $258K
|
11.4K
$1.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.08K+ 13.61% |
$206K - $255K
|
17.3K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
2.07K+ 4.4% |
$206K - $254K
|
49.1K
$5.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.07K+ 10.11% |
$205K - $254K
|
22.5K
$2.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$205K - $254K
|
2.06K
$234K
|