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 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-426- 3.07% |
$42.3K - $52.3K
|
13.5K
$1.52M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-427- 10.52% |
$42.4K - $52.4K
|
3.63K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-427- 8.04% |
$42.4K - $52.4K
|
4.89K
$552K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-427- 0.41% |
$42.4K - $52.4K
|
103K
$11.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-429- 12.25% |
$42.6K - $52.7K
|
3.07K
$347K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-434- 6.48% |
$43.1K - $53.3K
|
6.27K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-435- 3.96% |
$43.2K - $53.4K
|
10.6K
$1.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-436- 2.59% |
$43.3K - $53.5K
|
16.4K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-437- 7.98% |
$43.4K - $53.7K
|
5.04K
$570K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-437- 5.09% |
$43.4K - $53.7K
|
8.16K
$922K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-439- 0.83% |
$43.6K - $53.9K
|
52.6K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-440- 4.06% |
$43.7K - $54K
|
10.4K
$1.17M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-443- 7.49% |
$44K - $54.4K
|
5.47K
$618K
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-443- 0.77% |
$44K - $54.4K
|
57.3K
$6.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-447- 15.38% |
$44.4K - $54.9K
|
2.46K
$278K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-448- 2.76% |
$44.5K - $55K
|
15.8K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-448- 4.33% |
$44.5K - $55K
|
9.89K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-450- 3.88% |
$44.7K - $55.3K
|
11.1K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-451- 6.97% |
$44.8K - $55.4K
|
6.02K
$681K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-451- 1.4% |
$44.8K - $55.4K
|
31.7K
$3.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-457- 3.7% |
$45.4K - $56.1K
|
11.9K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-458- 6.83% |
$45.5K - $56.3K
|
6.25K
$707K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-460- 8.0% |
$45.7K - $56.5K
|
5.29K
$598K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-461- 3.82% |
$45.8K - $56.6K
|
11.6K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 0.41% |
$45.8K - $56.6K
|
111K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-462- 0.04% |
$45.9K - $56.7K
|
1.26M
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-462- 17.02% |
$45.9K - $56.7K
|
2.25K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-464- 10.63% |
$46.1K - $57K
|
3.9K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-467- 2.02% |
$46.4K - $57.4K
|
22.6K
$2.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-469- 1.04% |
$46.6K - $57.6K
|
44.6K
$5.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-470- 2.27% |
$46.7K - $57.7K
|
20.2K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-470- 9.12% |
$46.7K - $57.7K
|
4.69K
$530K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-471- 7.99% |
$46.8K - $57.8K
|
5.42K
$613K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-472- 90.42% |
$46.9K - $58K
|
50
$5.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-472- 19.53% |
$46.9K - $58K
|
1.95K
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-473- 4.0% |
$47K - $58.1K
|
11.4K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-473- 3.69% |
$47K - $58.1K
|
12.4K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-474- 4.01% |
$47.1K - $58.2K
|
11.3K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-474- 6.89% |
$47.1K - $58.2K
|
6.41K
$724K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-474- 7.25% |
$47.1K - $58.2K
|
6.07K
$686K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-474- 15.55% |
$47.1K - $58.2K
|
2.57K
$291K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-476- 7.16% |
$47.3K - $58.5K
|
6.17K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-476- 2.77% |
$47.3K - $58.5K
|
16.7K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-479- 3.92% |
$47.6K - $58.8K
|
11.7K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-481- 7.84% |
$47.8K - $59.1K
|
5.66K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-481- 10.5% |
$47.8K - $59.1K
|
4.1K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-485- 0.71% |
$48.2K - $59.6K
|
67.9K
$7.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-487- 10.97% |
$48.4K - $59.8K
|
3.95K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-490- 10.25% |
$48.7K - $60.2K
|
4.29K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-494- 16.27% |
$49K - $60.7K
|
2.54K
$287K
|