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
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
975+ 1.99% |
$96.8K - $120K
|
50K
$5.67M
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
971+ 14.37% |
$96.4K - $119K
|
7.73K
$876K
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
965+ 15.69% |
$95.8K - $119K
|
7.12K
$806K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
965+ 10.25% |
$95.8K - $119K
|
10.4K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
958+ 3.02% |
$95.1K - $118K
|
32.7K
$3.71M
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
953+ 5.64% |
$94.6K - $117K
|
17.8K
$2.02M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
936+ 11.52% |
$92.9K - $115K
|
9.06K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
934New |
$92.7K - $115K
|
934
$106K
|
|
Jan 29, 2025
Q2 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
930+ 2.23% |
$92.3K - $114K
|
42.6K
$4.83M
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
929+ 1.11% |
$92.2K - $114K
|
84.7K
$9.59M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
926+ 0.28% |
$91.9K - $114K
|
327K
$37M
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
916+ 2.83% |
$90.9K - $113K
|
33.3K
$3.77M
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
914+ 10.51% |
$90.8K - $112K
|
9.61K
$1.09M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
912+ 3.25% |
$90.6K - $112K
|
29K
$3.28M
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
907+ 0.92% |
$90.1K - $111K
|
99.7K
$11.3M
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
905+ 7.45% |
$89.9K - $111K
|
13.1K
$1.48M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
898+ 10.48% |
$89.2K - $110K
|
9.46K
$1.07M
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
892+ 3.82% |
$88.6K - $110K
|
24.3K
$2.75M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
891+ 21.48% |
$88.5K - $109K
|
5.04K
$571K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
890+ 6.55% |
$88.4K - $109K
|
14.5K
$1.64M
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
888+ 0.66% |
$88.2K - $109K
|
135K
$15.2M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
883+ 8.07% |
$87.7K - $108K
|
11.8K
$1.34M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
877+ 17.37% |
$87.1K - $108K
|
5.93K
$672K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
873+ 47.39% |
$86.7K - $107K
|
2.72K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
863+ 28.13% |
$85.7K - $106K
|
3.93K
$445K
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
860+ 7.25% |
$85.4K - $106K
|
12.7K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
855+ 4.93% |
$84.9K - $105K
|
18.2K
$2.06M
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
843+ 11.73% |
$83.7K - $104K
|
8.03K
$910K
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
828+ 1.03% |
$82.2K - $102K
|
80.9K
$9.17M
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
827+ 7.27% |
$82.1K - $102K
|
12.2K
$1.38M
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
825+ 24.04% |
$81.9K - $101K
|
4.26K
$482K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
822New |
$81.6K - $101K
|
822
$93.1K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
818+ 9.85% |
$81.2K - $100K
|
9.12K
$1.03M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
813+ 13.11% |
$80.7K - $99.9K
|
7.01K
$795K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
811New |
$80.5K - $99.6K
|
811
$91.9K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
807+ 11.09% |
$80.1K - $99.1K
|
8.09K
$916K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
800+ 54.05% |
$79.4K - $98.3K
|
2.28K
$258K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
795+ 4.55% |
$78.9K - $97.6K
|
18.3K
$2.07M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
790+ 10.62% |
$78.4K - $97K
|
8.23K
$933K
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
785+ 5.05% |
$77.9K - $96.4K
|
16.3K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
780+ 6.61% |
$77.4K - $95.8K
|
12.6K
$1.43M
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
770+ 9.11% |
$76.5K - $94.6K
|
9.23K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
770+ 11.0% |
$76.5K - $94.6K
|
7.77K
$880K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
769+ 5.02% |
$76.4K - $94.4K
|
16.1K
$1.82M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
764+ 1.53% |
$75.9K - $93.8K
|
50.7K
$5.74M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
752+ 14.26% |
$74.7K - $92.4K
|
6.02K
$683K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
748+ 12.78% |
$74.3K - $91.9K
|
6.6K
$748K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
745+ 2.22% |
$74K - $91.5K
|
34.3K
$3.89M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
742+ 27.77% |
$73.7K - $91.1K
|
3.41K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
742+ 0.9% |
$73.7K - $91.1K
|
83.4K
$9.45M
|