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 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-55- 1.44% |
$5.46K - $6.76K
|
3.75K
$428K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-55- 2.26% |
$5.46K - $6.76K
|
2.38K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-56- 0.73% |
$5.56K - $6.88K
|
7.57K
$863K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-58- 0.93% |
$5.76K - $7.12K
|
6.16K
$702K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-59- 2.31% |
$5.86K - $7.25K
|
2.5K
$285K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-59- 0.81% |
$5.86K - $7.25K
|
7.24K
$825K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-60- 1.86% |
$5.96K - $7.37K
|
3.16K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-60- 1.48% |
$5.96K - $7.37K
|
4K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-60- 1.05% |
$5.96K - $7.37K
|
5.64K
$643K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-60- 2.56% |
$5.96K - $7.37K
|
2.28K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.13% |
$6.06K - $7.49K
|
45.2K
$5.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-61- 0.7% |
$6.06K - $7.49K
|
8.68K
$990K
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-62- 2.77% |
$6.16K - $7.61K
|
2.18K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-63- 0.48% |
$6.26K - $7.74K
|
13K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-64- 0.88% |
$6.35K - $7.86K
|
7.25K
$826K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-64- 0.59% |
$6.35K - $7.86K
|
10.8K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-64- 1.56% |
$6.35K - $7.86K
|
4.05K
$461K
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-65- 0.14% |
$6.45K - $7.98K
|
45.4K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-65- 1.11% |
$6.45K - $7.98K
|
5.8K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-65- 1.21% |
$6.45K - $7.98K
|
5.33K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-65- 0.07% |
$6.45K - $7.98K
|
89.8K
$10.2M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-65- 0.46% |
$6.45K - $7.98K
|
14K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-66- 0.85% |
$6.55K - $8.11K
|
7.67K
$875K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-66- 0.75% |
$6.55K - $8.11K
|
8.68K
$990K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-67- 3.03% |
$6.65K - $8.23K
|
2.14K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-67- 1.47% |
$6.65K - $8.23K
|
4.48K
$511K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-68- 5.81% |
$6.75K - $8.35K
|
1.1K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-68- 7.72% |
$6.75K - $8.35K
|
813
$92.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-70- 0.98% |
$6.95K - $8.6K
|
7.04K
$803K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-70- 1.01% |
$6.95K - $8.6K
|
6.85K
$780K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-71- 0.29% |
$7.05K - $8.72K
|
24.2K
$2.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-72- 0.66% |
$7.15K - $8.84K
|
10.9K
$1.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-72- 1.02% |
$7.15K - $8.84K
|
7.02K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.23% |
$7.15K - $8.84K
|
3.15K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-75- 0.96% |
$7.45K - $9.21K
|
7.72K
$880K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-78- 0.07% |
$7.74K - $9.58K
|
111K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-78- 2.99% |
$7.74K - $9.58K
|
2.53K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-79- 0.81% |
$7.84K - $9.7K
|
9.62K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-79- 1.01% |
$7.84K - $9.7K
|
7.73K
$881K
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-79- 0.12% |
$7.84K - $9.7K
|
67.4K
$7.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-79- 1.41% |
$7.84K - $9.7K
|
5.54K
$632K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-80- 0.41% |
$7.94K - $9.83K
|
19.4K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-80- 3.62% |
$7.94K - $9.83K
|
2.13K
$243K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-80- 20.15% |
$7.94K - $9.83K
|
317
$36.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 3.24% |
$8.14K - $10.1K
|
2.45K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-84- 0.67% |
$8.34K - $10.3K
|
12.4K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-84- 0.71% |
$8.34K - $10.3K
|
11.8K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-85- 0.9% |
$8.44K - $10.4K
|
9.41K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-85- 1.46% |
$8.44K - $10.4K
|
5.73K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-85- 0.45% |
$8.44K - $10.4K
|
18.7K
$2.13M
|