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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
448+ 1.4% |
$44.5K - $55K
|
32.5K
$3.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
445+ 0.7% |
$44.2K - $54.7K
|
64.1K
$7.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
445+ 6.11% |
$44.2K - $54.7K
|
7.73K
$881K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
437+ 16.79% |
$43.4K - $53.7K
|
3.04K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
435+ 9.33% |
$43.2K - $53.4K
|
5.1K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
431+ 1.71% |
$42.8K - $52.9K
|
25.7K
$2.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
420+ 0.88% |
$41.7K - $51.6K
|
48.2K
$5.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
415+ 0.68% |
$41.2K - $51K
|
61.5K
$7.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
410+ 3.65% |
$40.7K - $50.4K
|
11.7K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
410New |
$40.7K - $50.4K
|
410
$46.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
408+ 6.79% |
$40.5K - $50.1K
|
6.42K
$731K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
401+ 7.26% |
$39.8K - $49.3K
|
5.92K
$675K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400+ 20.0% |
$39.7K - $49.1K
|
2.4K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
397+ 1.21% |
$39.4K - $48.8K
|
33.3K
$3.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
396+ 13.46% |
$39.3K - $48.6K
|
3.34K
$381K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
393+ 2.37% |
$39K - $48.3K
|
16.9K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
392+ 1.2% |
$38.9K - $48.1K
|
33.2K
$3.78M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
384+ 0.71% |
$38.1K - $47.2K
|
54.5K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
382+ 1.29% |
$37.9K - $46.9K
|
30.1K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
376+ 4.85% |
$37.3K - $46.2K
|
8.13K
$927K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
375+ 4.24% |
$37.2K - $46.1K
|
9.21K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
373+ 26.27% |
$37K - $45.8K
|
1.79K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
372+ 21.53% |
$36.9K - $45.7K
|
2.1K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
372+ 3.56% |
$36.9K - $45.7K
|
10.8K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
371+ 3.12% |
$36.8K - $45.6K
|
12.3K
$1.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
370+ 14.91% |
$36.7K - $45.4K
|
2.85K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
369+ 8.88% |
$36.6K - $45.3K
|
4.53K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
368+ 7.29% |
$36.5K - $45.2K
|
5.41K
$617K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
363+ 7.63% |
$36K - $44.6K
|
5.12K
$583K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
358+ 0.34% |
$35.5K - $44K
|
106K
$12.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
355+ 0.63% |
$35.2K - $43.6K
|
56.7K
$6.46M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
354+ 5.12% |
$35.1K - $43.5K
|
7.27K
$828K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
352+ 1.77% |
$35K - $43.2K
|
20.3K
$2.31M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
351+ 0.53% |
$34.9K - $43.1K
|
66.7K
$7.61M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
348+ 1.24% |
$34.6K - $42.7K
|
28.5K
$3.25M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
348+ 1.95% |
$34.6K - $42.7K
|
18.1K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
337+ 3.72% |
$33.5K - $41.4K
|
9.39K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
335+ 3.71% |
$33.3K - $41.1K
|
9.37K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
334+ 0.87% |
$33.2K - $41K
|
38.9K
$4.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 148.66% |
$33.1K - $40.9K
|
557
$63.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
331+ 3.7% |
$32.9K - $40.7K
|
9.28K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
323+ 8.66% |
$32.1K - $39.7K
|
4.05K
$462K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
323+ 0.56% |
$32.1K - $39.7K
|
57.6K
$6.57M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
321New |
$31.9K - $39.4K
|
321
$36.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
320+ 4.12% |
$31.8K - $39.3K
|
8.09K
$922K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
320+ 17.58% |
$31.8K - $39.3K
|
2.14K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
318+ 2.15% |
$31.6K - $39.1K
|
15.1K
$1.72M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
317+ 12.54% |
$31.5K - $38.9K
|
2.84K
$324K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
314+ 3.03% |
$31.2K - $38.6K
|
10.7K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
311+ 5.95% |
$30.9K - $38.2K
|
5.54K
$631K
|