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 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-268- 6.56% |
$26.6K - $32.9K
|
3.82K
$467K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
SELL
|
- |
-269- 0.8% |
$26.7K - $33K
|
33.2K
$4.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-270- 12.0% |
$26.8K - $33.2K
|
1.98K
$242K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-270Closed |
$26.8K - $33.2K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-271- 0.88% |
$26.9K - $33.3K
|
30.5K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-272- 4.76% |
$27K - $33.4K
|
5.45K
$666K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-276- 31.54% |
$27.4K - $33.9K
|
599
$73.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-276- 0.07% |
$27.4K - $33.9K
|
377K
$46.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-277- 1.16% |
$27.5K - $34K
|
23.6K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-280- 6.67% |
$27.8K - $34.4K
|
3.92K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-280- 1.73% |
$27.8K - $34.4K
|
15.9K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-280- 5.59% |
$27.8K - $34.4K
|
4.73K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-280- 4.57% |
$27.8K - $34.4K
|
5.84K
$714K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-281- 4.34% |
$27.9K - $34.5K
|
6.19K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-281- 3.74% |
$27.9K - $34.5K
|
7.22K
$883K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-283- 0.97% |
$28.1K - $34.8K
|
28.8K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-288- 1.38% |
$28.6K - $35.4K
|
20.6K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-288- 0.86% |
$28.6K - $35.4K
|
33.2K
$4.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-289- 0.33% |
$28.7K - $35.5K
|
88.4K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-289- 3.59% |
$28.7K - $35.5K
|
7.75K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-291- 8.34% |
$28.9K - $35.7K
|
3.2K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-292- 0.61% |
$29K - $35.9K
|
47.5K
$5.81M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-293- 35.09% |
$29.1K - $36K
|
542
$66.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-294- 8.82% |
$29.2K - $36.1K
|
3.04K
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-295- 3.5% |
$29.3K - $36.2K
|
8.15K
$995K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-299- 0.55% |
$29.7K - $36.7K
|
54K
$6.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-300- 1.59% |
$29.8K - $36.8K
|
18.6K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-300- 10.29% |
$29.8K - $36.8K
|
2.62K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-304- 10.22% |
$30.2K - $37.3K
|
2.67K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-307- 1.5% |
$30.5K - $37.7K
|
20.1K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-308- 0.47% |
$30.6K - $37.8K
|
64.7K
$7.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-309- 1.23% |
$30.7K - $38K
|
24.9K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-309- 6.95% |
$30.7K - $38K
|
4.14K
$505K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-309- 11.93% |
$30.7K - $38K
|
2.28K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-310- 7.84% |
$30.8K - $38.1K
|
3.65K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-310- 2.39% |
$30.8K - $38.1K
|
12.7K
$1.55M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-310- 2.91% |
$30.8K - $38.1K
|
10.3K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-311- 3.68% |
$30.9K - $38.2K
|
8.14K
$995K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-314- 3.65% |
$31.2K - $38.6K
|
8.28K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-315- 1.86% |
$31.3K - $38.7K
|
16.6K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-315- 3.61% |
$31.3K - $38.7K
|
8.41K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-316- 3.03% |
$31.4K - $38.8K
|
10.1K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-319- 11.87% |
$31.7K - $39.2K
|
2.37K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-320- 6.1% |
$31.8K - $39.3K
|
4.92K
$602K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-320- 4.16% |
$31.8K - $39.3K
|
7.37K
$900K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-320- 16.19% |
$31.8K - $39.3K
|
1.66K
$203K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-320- 5.6% |
$31.8K - $39.3K
|
5.39K
$659K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-321- 9.53% |
$31.9K - $39.4K
|
3.05K
$372K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-321- 1.76% |
$31.9K - $39.4K
|
17.9K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-326- 0.59% |
$32.4K - $40K
|
55.3K
$6.76M
|