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 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-169- 1.2% |
$16.8K - $20.8K
|
13.9K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-170- 0.3% |
$16.9K - $20.9K
|
56.8K
$6.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-170- 1.26% |
$16.9K - $20.9K
|
13.4K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-171- 2.11% |
$17K - $21K
|
7.94K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-172- 7.16% |
$17.1K - $21.1K
|
2.23K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-173- 1.63% |
$17.2K - $21.2K
|
10.5K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-175- 1.18% |
$17.4K - $21.5K
|
14.7K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 0.81% |
$17.4K - $21.5K
|
21.4K
$2.62M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-175- 4.06% |
$17.4K - $21.5K
|
4.14K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-177- 0.6% |
$17.6K - $21.7K
|
29.4K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-177- 3.22% |
$17.6K - $21.7K
|
5.32K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-178- 1.31% |
$17.7K - $21.9K
|
13.4K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-179- 0.87% |
$17.8K - $22K
|
20.4K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-179- 0.19% |
$17.8K - $22K
|
92.6K
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-180- 5.52% |
$17.9K - $22.1K
|
3.08K
$376K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-180- 2.08% |
$17.9K - $22.1K
|
8.49K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-180- 6.78% |
$17.9K - $22.1K
|
2.47K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-180- 0.95% |
$17.9K - $22.1K
|
18.8K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-180- 6.32% |
$17.9K - $22.1K
|
2.67K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-180- 2.34% |
$17.9K - $22.1K
|
7.51K
$917K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-181- 3.41% |
$18K - $22.2K
|
5.12K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-184- 5.65% |
$18.3K - $22.6K
|
3.07K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-186- 2.47% |
$18.5K - $22.8K
|
7.34K
$897K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-186- 4.65% |
$18.5K - $22.8K
|
3.82K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-187- 1.7% |
$18.6K - $23K
|
10.8K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-188- 5.26% |
$18.7K - $23.1K
|
3.39K
$414K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-188- 0.32% |
$18.7K - $23.1K
|
58K
$7.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 27.26% |
$18.9K - $23.3K
|
507
$62K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-192- 1.26% |
$19.1K - $23.6K
|
15K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-195- 2.53% |
$19.4K - $23.9K
|
7.51K
$918K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-195- 1.27% |
$19.4K - $23.9K
|
15.1K
$1.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-198- 3.72% |
$19.7K - $24.3K
|
5.12K
$626K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-198- 0.93% |
$19.7K - $24.3K
|
21.2K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-199- 2.61% |
$19.8K - $24.4K
|
7.44K
$909K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.31% |
$19.9K - $24.6K
|
65.3K
$7.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-200- 1.82% |
$19.9K - $24.6K
|
10.8K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-200- 4.71% |
$19.9K - $24.6K
|
4.05K
$495K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
SELL
|
- |
-200- 5.95% |
$19.9K - $24.6K
|
3.16K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 6.9% |
$19.9K - $24.6K
|
2.7K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-200- 7.42% |
$19.9K - $24.6K
|
2.5K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 1.31% |
$19.9K - $24.6K
|
15K
$1.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-204- 81.93% |
$20.3K - $25.1K
|
45
$5.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-204- 1.16% |
$20.3K - $25.1K
|
17.5K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-205- 6.65% |
$20.4K - $25.2K
|
2.88K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-205- 5.99% |
$20.4K - $25.2K
|
3.22K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-206- 4.61% |
$20.5K - $25.3K
|
4.27K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-206- 3.5% |
$20.5K - $25.3K
|
5.68K
$694K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-207- 8.63% |
$20.6K - $25.4K
|
2.19K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-207- 2.11% |
$20.6K - $25.4K
|
9.6K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-209- 5.63% |
$20.8K - $25.7K
|
3.51K
$428K
|