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 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-105- 4.82% |
$10.4K - $12.9K
|
2.07K
$253K
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-107- 2.97% |
$10.6K - $13.1K
|
3.5K
$428K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-108- 0.8% |
$10.7K - $13.3K
|
13.3K
$1.63M
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-110- 0.27% |
$10.9K - $13.5K
|
40.8K
$4.98M
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-110- 2.6% |
$10.9K - $13.5K
|
4.12K
$503K
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-110- 0.33% |
$10.9K - $13.5K
|
33.7K
$4.12M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-111- 1.97% |
$11K - $13.6K
|
5.51K
$673K
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-111- 4.27% |
$11K - $13.6K
|
2.49K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-111- 2.19% |
$11K - $13.6K
|
4.96K
$606K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-113- 17.97% |
$11.2K - $13.9K
|
516
$63.1K
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-113- 4.62% |
$11.2K - $13.9K
|
2.33K
$285K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-115- 5.23% |
$11.4K - $14.1K
|
2.08K
$255K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-115- 0.26% |
$11.4K - $14.1K
|
44.7K
$5.46M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-116- 2.93% |
$11.5K - $14.2K
|
3.84K
$469K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-118- 1.57% |
$11.7K - $14.5K
|
7.39K
$903K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-119- 0.09% |
$11.8K - $14.6K
|
128K
$15.7M
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-119- 1.19% |
$11.8K - $14.6K
|
9.88K
$1.21M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-119- 1.66% |
$11.8K - $14.6K
|
7.04K
$861K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-120- 1.24% |
$11.9K - $14.7K
|
9.53K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-121- 1.8% |
$12K - $14.9K
|
6.59K
$805K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-122- 1.47% |
$12.1K - $15K
|
8.18K
$999K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-123- 6.29% |
$12.2K - $15.1K
|
1.83K
$224K
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-124- 5.83% |
$12.3K - $15.2K
|
2K
$245K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-124- 5.75% |
$12.3K - $15.2K
|
2.03K
$248K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-124- 1.65% |
$12.3K - $15.2K
|
7.38K
$902K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 2.75% |
$12.4K - $15.4K
|
4.43K
$541K
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-125- 5.29% |
$12.4K - $15.4K
|
2.24K
$274K
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-125- 1.04% |
$12.4K - $15.4K
|
11.8K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-125- 0.45% |
$12.4K - $15.4K
|
27.6K
$3.38M
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-125- 1.12% |
$12.4K - $15.4K
|
11.1K
$1.35M
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-127- 3.4% |
$12.6K - $15.6K
|
3.61K
$441K
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-130- 0.84% |
$12.9K - $16K
|
15.4K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-131- 0.64% |
$13K - $16.1K
|
20.4K
$2.49M
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-132- 3.67% |
$13.1K - $16.2K
|
3.47K
$424K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-133- 1.71% |
$13.2K - $16.3K
|
7.65K
$934K
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.1% |
$13.2K - $16.3K
|
6.19K
$757K
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-134- 3.85% |
$13.3K - $16.5K
|
3.35K
$409K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-135- 3.56% |
$13.4K - $16.6K
|
3.66K
$447K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-135- 3.67% |
$13.4K - $16.6K
|
3.55K
$433K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-135- 0.75% |
$13.4K - $16.6K
|
17.9K
$2.19M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-136- 2.37% |
$13.5K - $16.7K
|
5.61K
$685K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-137- 20.27% |
$13.6K - $16.8K
|
539
$65.9K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-138- 0.93% |
$13.7K - $16.9K
|
14.7K
$1.8M
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-139- 92.67% |
$13.8K - $17.1K
|
11
$1.34K
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-140- 1.71% |
$13.9K - $17.2K
|
8.06K
$985K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-140- 3.2% |
$13.9K - $17.2K
|
4.24K
$518K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-140- 6.17% |
$13.9K - $17.2K
|
2.13K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
SELL
|
- |
-140- 5.03% |
$13.9K - $17.2K
|
2.65K
$323K
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-141- 32.87% |
$14K - $17.3K
|
288
$35.2K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-141- 2.36% |
$14K - $17.3K
|
5.82K
$712K
|