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
|
Sonata Capital Group Inc
|
SELL
|
- |
-210- 6.3% |
$20.9K - $25.8K
|
3.12K
$382K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-210- 2.25% |
$20.9K - $25.8K
|
9.13K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-210- 0.6% |
$20.9K - $25.8K
|
34.9K
$4.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-212- 9.25% |
$21K - $26K
|
2.08K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-215- 3.96% |
$21.3K - $26.4K
|
5.21K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-215- 0.81% |
$21.3K - $26.4K
|
26.2K
$3.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-215- 1.36% |
$21.3K - $26.4K
|
15.6K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-215- 0.99% |
$21.3K - $26.4K
|
21.6K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-215- 2.97% |
$21.3K - $26.4K
|
7.04K
$860K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-217- 1.44% |
$21.5K - $26.7K
|
14.9K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-217- 0.65% |
$21.5K - $26.7K
|
33K
$4.04M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-220- 6.84% |
$21.8K - $27K
|
3K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-223- 2.37% |
$22.1K - $27.4K
|
9.17K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-225- 1.58% |
$22.3K - $27.6K
|
14K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-226- 6.06% |
$22.4K - $27.8K
|
3.51K
$428K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-226- 1.3% |
$22.4K - $27.8K
|
17.2K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-230- 2.89% |
$22.8K - $28.2K
|
7.74K
$945K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-230- 1.63% |
$22.8K - $28.2K
|
13.9K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-230- 0.91% |
$22.8K - $28.2K
|
25K
$3.05M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-231- 10.77% |
$22.9K - $28.4K
|
1.91K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-232- 0.61% |
$23K - $28.5K
|
38K
$4.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-233- 1.62% |
$23.1K - $28.6K
|
14.2K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-233- 2.89% |
$23.1K - $28.6K
|
7.84K
$958K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-235- 2.34% |
$23.3K - $28.9K
|
9.82K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-236- 0.58% |
$23.4K - $29K
|
40.5K
$4.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-236- 11.24% |
$23.4K - $29K
|
1.86K
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-236- 6.74% |
$23.4K - $29K
|
3.27K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-236- 1.35% |
$23.4K - $29K
|
17.2K
$2.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-239- 3.99% |
$23.7K - $29.4K
|
5.75K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-240- 9.31% |
$23.8K - $29.5K
|
2.34K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-240- 6.69% |
$23.8K - $29.5K
|
3.35K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-240- 7.92% |
$23.8K - $29.5K
|
2.79K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-240- 28.4% |
$23.8K - $29.5K
|
605
$73.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-243- 1.17% |
$24.1K - $29.8K
|
20.6K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-244- 2.99% |
$24.2K - $30K
|
7.93K
$969K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-244- 2.69% |
$24.2K - $30K
|
8.82K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 2.35% |
$24.3K - $30.1K
|
10.2K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-246- 1.35% |
$24.4K - $30.2K
|
18K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-248- 0.56% |
$24.6K - $30.5K
|
44.4K
$5.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 5.44% |
$24.8K - $30.7K
|
4.35K
$531K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 0.49% |
$24.8K - $30.7K
|
50.6K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-253- 49.13% |
$25.1K - $31.1K
|
262
$32K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-254- 7.62% |
$25.2K - $31.2K
|
3.08K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-254- 2.09% |
$25.2K - $31.2K
|
11.9K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-257- 9.65% |
$25.5K - $31.6K
|
2.41K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-259- 2.51% |
$25.7K - $31.8K
|
10K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 2.71% |
$25.8K - $31.9K
|
9.32K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-264- 5.9% |
$26.2K - $32.4K
|
4.21K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-266- 1.41% |
$26.4K - $32.7K
|
18.6K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-268- 2.13% |
$26.6K - $32.9K
|
12.3K
$1.5M
|