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 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12+ 0.42% |
$1.19K - $1.47K
|
2.86K
$326K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
11+ 8.8% |
$1.09K - $1.35K
|
136
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
11+ 11.0% |
$1.09K - $1.35K
|
111
$12.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$993 - $1.23K
|
4.84K
$552K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
10New |
$993 - $1.23K
|
10
$1.14K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
10+ 0.25% |
$993 - $1.23K
|
3.95K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 0.14% |
$993 - $1.23K
|
7.18K
$818K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.31% |
$993 - $1.23K
|
3.29K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10+ 0.36% |
$993 - $1.23K
|
2.81K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$894 - $1.11K
|
17.7K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
9+ 0.18% |
$894 - $1.11K
|
4.9K
$558K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
9+ 0.18% |
$894 - $1.11K
|
5.09K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 1.19% |
$894 - $1.11K
|
766
$87.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
9+ 0.03% |
$894 - $1.11K
|
33.8K
$3.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8+ 0.63% |
$794 - $983
|
1.28K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 0.23% |
$794 - $983
|
3.47K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8+ 0.21% |
$794 - $983
|
3.86K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$695 - $860
|
3.82K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
7+ 0.21% |
$695 - $860
|
3.37K
$384K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.22% |
$596 - $737
|
2.78K
$317K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 0.16% |
$596 - $737
|
3.8K
$433K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6+ 0.28% |
$596 - $737
|
2.15K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
6+ 0.29% |
$596 - $737
|
2.07K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
6+ 0.04% |
$596 - $737
|
13.9K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 0.3% |
$596 - $737
|
2K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.08% |
$596 - $737
|
7.96K
$907K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$496 - $614
|
7.78K
$887K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$397 - $491
|
4.32K
$492K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
4+ 0.03% |
$397 - $491
|
14K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4+ 0.37% |
$397 - $491
|
1.08K
$123K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4+ 0.15% |
$397 - $491
|
2.73K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 7.27% |
$397 - $491
|
59
$6.73K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.38% |
$397 - $491
|
1.06K
$121K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3+ 0.13% |
$298 - $368
|
2.31K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.13% |
$298 - $368
|
2.28K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.3% |
$298 - $368
|
1.01K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3+ 0.03% |
$298 - $368
|
9.32K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2New |
$199 - $246
|
2
$228
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.04% |
$199 - $246
|
5.47K
$624K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 1.75% |
$199 - $246
|
116
$13.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$99.3 - $123
|
1
$114
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$99.3 - $123
|
2.96K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1New |
$99.3 - $123
|
1
$114
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-1- 0.03% |
$99.3 - $123
|
3.62K
$413K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1- 0.02% |
$99.3 - $123
|
4.77K
$544K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 4.76% |
$99.3 - $123
|
20
$2.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 0.1% |
$99.3 - $123
|
991
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.1% |
$99.3 - $123
|
966
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1- 0.04% |
$99.3 - $123
|
2.65K
$302K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2- 13.33% |
$199 - $246
|
13
$1.48K
|