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 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
333New |
$33.1K - $40.9K
|
333
$40.7K
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
331+ 3.7% |
$32.9K - $40.7K
|
9.28K
$1.13M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
323+ 8.66% |
$32.1K - $39.7K
|
4.05K
$495K
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
323+ 0.56% |
$32.1K - $39.7K
|
57.6K
$7.04M
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
321New |
$31.9K - $39.4K
|
321
$39.2K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
320+ 4.12% |
$31.8K - $39.3K
|
8.09K
$988K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
320+ 17.58% |
$31.8K - $39.3K
|
2.14K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
318+ 2.15% |
$31.6K - $39.1K
|
15.1K
$1.85M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
317+ 12.54% |
$31.5K - $38.9K
|
2.84K
$348K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
314+ 3.03% |
$31.2K - $38.6K
|
10.7K
$1.31M
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
311+ 5.95% |
$30.9K - $38.2K
|
5.54K
$677K
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
309+ 6.24% |
$30.7K - $38K
|
5.26K
$642K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
308+ 0.43% |
$30.6K - $37.8K
|
72K
$8.79M
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
300+ 9.51% |
$29.8K - $36.8K
|
3.46K
$422K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300+ 38.71% |
$29.8K - $36.8K
|
1.08K
$131K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
300+ 2.65% |
$29.8K - $36.8K
|
11.6K
$1.42M
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
299+ 1.82% |
$29.7K - $36.7K
|
16.7K
$2.04M
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
298+ 5.66% |
$29.6K - $36.6K
|
5.56K
$680K
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
297+ 9.57% |
$29.5K - $36.5K
|
3.4K
$416K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
296+ 0.64% |
$29.4K - $36.4K
|
46.7K
$5.71M
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
291+ 3.41% |
$28.9K - $35.7K
|
8.82K
$1.08M
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
290+ 4.93% |
$28.8K - $35.6K
|
6.17K
$755K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
290+ 0.79% |
$28.8K - $35.6K
|
37K
$4.53M
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
286+ 4.29% |
$28.4K - $35.1K
|
6.95K
$849K
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
285+ 8.45% |
$28.3K - $35K
|
3.66K
$447K
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
285+ 9.52% |
$28.3K - $35K
|
3.28K
$401K
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
284+ 2.4% |
$28.2K - $34.9K
|
12.1K
$1.48M
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
284+ 4.39% |
$28.2K - $34.9K
|
6.75K
$825K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
284+ 5.05% |
$28.2K - $34.9K
|
5.91K
$722K
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
283+ 3.87% |
$28.1K - $34.8K
|
7.6K
$929K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
281+ 1.6% |
$27.9K - $34.5K
|
17.9K
$2.18M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
275New |
$27.3K - $33.8K
|
275
$33.6K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
273+ 8.19% |
$27.1K - $33.5K
|
3.61K
$441K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
270+ 0.99% |
$26.8K - $33.2K
|
27.5K
$3.36M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
269+ 1.51% |
$26.7K - $33K
|
18.1K
$2.21M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
268+ 6.45% |
$26.6K - $32.9K
|
4.43K
$541K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
268+ 0.89% |
$26.6K - $32.9K
|
30.5K
$3.73M
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
267+ 1.43% |
$26.5K - $32.8K
|
19K
$2.32M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
266+ 14.17% |
$26.4K - $32.7K
|
2.14K
$262K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
263+ 38.28% |
$26.1K - $32.3K
|
950
$116K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
259+ 4.36% |
$25.7K - $31.8K
|
6.19K
$757K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
258+ 9.24% |
$25.6K - $31.7K
|
3.05K
$373K
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
255+ 0.37% |
$25.3K - $31.3K
|
69.8K
$8.53M
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
255+ 5.7% |
$25.3K - $31.3K
|
4.73K
$578K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
253+ 1.8% |
$25.1K - $31.1K
|
14.3K
$1.75M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
250+ 10.57% |
$24.8K - $30.7K
|
2.62K
$320K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
250+ 2.0% |
$24.8K - $30.7K
|
12.8K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
250+ 0.51% |
$24.8K - $30.7K
|
49.4K
$6.04M
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
248+ 1.33% |
$24.6K - $30.5K
|
18.9K
$2.31M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
239+ 1.95% |
$23.7K - $29.4K
|
12.5K
$1.53M
|