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 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
738+ 6.65% |
$73.3K - $90.6K
|
11.8K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
736+ 5.02% |
$73.1K - $90.4K
|
15.4K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
735+ 9.89% |
$73K - $90.3K
|
8.17K
$925K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
735+ 109.21% |
$73K - $90.3K
|
1.41K
$160K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
726+ 6.97% |
$72.1K - $89.2K
|
11.1K
$1.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
717+ 18.46% |
$71.2K - $88.1K
|
4.6K
$521K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
717+ 12.96% |
$71.2K - $88.1K
|
6.25K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
714+ 1.17% |
$70.9K - $87.7K
|
61.9K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
712+ 1.1% |
$70.7K - $87.4K
|
65.5K
$7.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
706+ 32.73% |
$70.1K - $86.7K
|
2.86K
$324K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
705+ 17.31% |
$70K - $86.6K
|
4.78K
$541K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
702+ 17.83% |
$69.7K - $86.2K
|
4.64K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
698+ 4.54% |
$69.3K - $85.7K
|
16.1K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
695+ 19.52% |
$69K - $85.4K
|
4.26K
$482K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
694+ 12.2% |
$68.9K - $85.2K
|
6.38K
$723K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
691+ 2.01% |
$68.6K - $84.9K
|
35.1K
$3.98M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
691+ 10.89% |
$68.6K - $84.9K
|
7.04K
$797K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
688+ 375.96% |
$68.3K - $84.5K
|
871
$98.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
680+ 4.15% |
$67.5K - $83.5K
|
17.1K
$1.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
675+ 7.92% |
$67K - $82.9K
|
9.2K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
674+ 8.78% |
$66.9K - $82.8K
|
8.35K
$946K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
669+ 3.17% |
$66.4K - $82.2K
|
21.8K
$2.47M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
665+ 16.45% |
$66K - $81.7K
|
4.71K
$533K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
661+ 3.02% |
$65.6K - $81.2K
|
22.5K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
659+ 4.87% |
$65.4K - $80.9K
|
14.2K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
658+ 5.44% |
$65.3K - $80.8K
|
12.7K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
654+ 1.03% |
$64.9K - $80.3K
|
64K
$7.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
654+ 1.27% |
$64.9K - $80.3K
|
52.3K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
653+ 2.15% |
$64.8K - $80.2K
|
31K
$3.51M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
651+ 54.07% |
$64.6K - $80K
|
1.86K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
650+ 1.77% |
$64.5K - $79.8K
|
37.3K
$4.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
648+ 1.56% |
$64.3K - $79.6K
|
42.2K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
642+ 14.62% |
$63.7K - $78.9K
|
5.03K
$570K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
636+ 4.26% |
$63.1K - $78.1K
|
15.6K
$1.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
634+ 1.7% |
$62.9K - $77.9K
|
38K
$4.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
633+ 6.73% |
$62.9K - $77.7K
|
10K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
633+ 13.78% |
$62.9K - $77.7K
|
5.23K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
622+ 12.38% |
$61.8K - $76.4K
|
5.65K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
619+ 5.23% |
$61.5K - $76K
|
12.5K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
610+ 0.68% |
$60.6K - $74.9K
|
90.1K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
601+ 1.43% |
$59.7K - $73.8K
|
42.8K
$4.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
597+ 134.16% |
$59.3K - $73.3K
|
1.04K
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
590+ 0.49% |
$58.6K - $72.5K
|
120K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
589+ 0.54% |
$58.5K - $72.3K
|
110K
$12.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
575+ 1.28% |
$57.1K - $70.6K
|
45.5K
$5.15M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
569New |
$56.5K - $69.9K
|
569
$64.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
565+ 9.66% |
$56.1K - $69.4K
|
6.41K
$726K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
562+ 5.08% |
$55.8K - $69K
|
11.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
560+ 20.28% |
$55.6K - $68.8K
|
3.32K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
557+ 0.34% |
$55.3K - $68.4K
|
165K
$18.7M
|