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 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
86+ 1.27% |
$8.54K - $10.6K
|
6.84K
$780K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
85+ 0.36% |
$8.44K - $10.4K
|
23.5K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
85New |
$8.44K - $10.4K
|
85
$9.69K
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
84+ 0.97% |
$8.34K - $10.3K
|
8.79K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
83+ 1.9% |
$8.24K - $10.2K
|
4.46K
$509K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
83+ 2.96% |
$8.24K - $10.2K
|
2.88K
$329K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81+ 0.29% |
$8.04K - $9.95K
|
28.3K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
81+ 3.54% |
$8.04K - $9.95K
|
2.37K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
81+ 0.91% |
$8.04K - $9.95K
|
8.94K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
81+ 1.57% |
$8.04K - $9.95K
|
5.24K
$597K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
80+ 2.72% |
$7.94K - $9.83K
|
3.02K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
80+ 3.68% |
$7.94K - $9.83K
|
2.26K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
80+ 3.41% |
$7.94K - $9.83K
|
2.43K
$276K
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
80+ 0.15% |
$7.94K - $9.83K
|
51.7K
$5.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
79+ 1.06% |
$7.84K - $9.7K
|
7.55K
$861K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
79+ 3.19% |
$7.84K - $9.7K
|
2.56K
$291K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
79+ 1.67% |
$7.84K - $9.7K
|
4.8K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77+ 0.2% |
$7.65K - $9.46K
|
37.9K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
77+ 3.4% |
$7.65K - $9.46K
|
2.34K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
76+ 74.51% |
$7.55K - $9.33K
|
178
$20.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
75+ 2.98% |
$7.45K - $9.21K
|
2.59K
$296K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
75+ 1.2% |
$7.45K - $9.21K
|
6.33K
$722K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
75+ 1.93% |
$7.45K - $9.21K
|
3.97K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
74+ 0.29% |
$7.35K - $9.09K
|
25.7K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
72+ 1.06% |
$7.15K - $8.84K
|
6.85K
$781K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
71+ 0.68% |
$7.05K - $8.72K
|
10.5K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
66+ 1.65% |
$6.55K - $8.11K
|
4.07K
$464K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
63+ 0.18% |
$6.26K - $7.74K
|
34.9K
$3.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
60+ 0.36% |
$5.96K - $7.37K
|
16.5K
$1.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
59+ 1.92% |
$5.86K - $7.25K
|
3.13K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
59+ 10.52% |
$5.86K - $7.25K
|
620
$70.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 0.02% |
$5.76K - $7.12K
|
287K
$32.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
57+ 0.75% |
$5.66K - $7K
|
7.64K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
57+ 22.8% |
$5.66K - $7K
|
307
$35K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
55+ 0.43% |
$5.46K - $6.76K
|
12.9K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
55+ 1.71% |
$5.46K - $6.76K
|
3.27K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
55+ 1.05% |
$5.46K - $6.76K
|
5.31K
$605K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
50+ 15.72% |
$4.96K - $6.14K
|
368
$42K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 0.7% |
$4.96K - $6.14K
|
7.16K
$816K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50+ 5.09% |
$4.96K - $6.14K
|
1.03K
$118K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
50+ 2.0% |
$4.96K - $6.14K
|
2.55K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 0.21% |
$4.96K - $6.14K
|
24.1K
$2.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
48+ 2.22% |
$4.77K - $5.9K
|
2.21K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
48+ 0.2% |
$4.77K - $5.9K
|
24.2K
$2.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
48+ 3.52% |
$4.77K - $5.9K
|
1.41K
$161K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
42+ 1.82% |
$4.17K - $5.16K
|
2.35K
$267K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
42+ 0.17% |
$4.17K - $5.16K
|
24.4K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
42+ 2.08% |
$4.17K - $5.16K
|
2.07K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
41+ 0.66% |
$4.07K - $5.04K
|
6.26K
$714K
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
40+ 0.57% |
$3.97K - $4.91K
|
7.09K
$809K
|