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 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-400- 27.06% |
$39.7K - $49.1K
|
1.08K
$132K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 19.71% |
$39.7K - $49.1K
|
1.63K
$199K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-402- 5.99% |
$39.9K - $49.4K
|
6.31K
$771K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-404- 15.59% |
$40.1K - $49.6K
|
2.19K
$267K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-406- 0.85% |
$40.3K - $49.9K
|
47.6K
$5.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-411- 0.7% |
$40.8K - $50.5K
|
58.1K
$7.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-411- 1.87% |
$40.8K - $50.5K
|
21.6K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-411- 2.43% |
$40.8K - $50.5K
|
16.5K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-413- 11.8% |
$41K - $50.7K
|
3.09K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-414- 6.45% |
$41.1K - $50.8K
|
6.01K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-415- 10.12% |
$41.2K - $51K
|
3.69K
$450K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-421- 5.1% |
$41.8K - $51.7K
|
7.83K
$957K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-425- 4.18% |
$42.2K - $52.2K
|
9.73K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-426- 4.92% |
$42.3K - $52.3K
|
8.23K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-426- 3.07% |
$42.3K - $52.3K
|
13.5K
$1.65M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-427- 10.52% |
$42.4K - $52.4K
|
3.63K
$444K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-427- 8.04% |
$42.4K - $52.4K
|
4.89K
$597K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-427- 0.41% |
$42.4K - $52.4K
|
103K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-429- 12.25% |
$42.6K - $52.7K
|
3.07K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-434- 6.48% |
$43.1K - $53.3K
|
6.27K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-435- 3.96% |
$43.2K - $53.4K
|
10.6K
$1.29M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-436- 2.59% |
$43.3K - $53.5K
|
16.4K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-437- 7.98% |
$43.4K - $53.7K
|
5.04K
$616K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-437- 5.09% |
$43.4K - $53.7K
|
8.16K
$997K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-439- 0.83% |
$43.6K - $53.9K
|
52.6K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-440- 4.06% |
$43.7K - $54K
|
10.4K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-443- 7.49% |
$44K - $54.4K
|
5.47K
$668K
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-443- 0.77% |
$44K - $54.4K
|
57.3K
$7M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-447- 15.38% |
$44.4K - $54.9K
|
2.46K
$301K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-448- 2.76% |
$44.5K - $55K
|
15.8K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-448- 4.33% |
$44.5K - $55K
|
9.89K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-450- 3.88% |
$44.7K - $55.3K
|
11.1K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-451- 6.97% |
$44.8K - $55.4K
|
6.02K
$736K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-451- 1.4% |
$44.8K - $55.4K
|
31.7K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-457- 3.7% |
$45.4K - $56.1K
|
11.9K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-458- 6.83% |
$45.5K - $56.3K
|
6.25K
$764K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-460- 8.0% |
$45.7K - $56.5K
|
5.29K
$647K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-461- 3.82% |
$45.8K - $56.6K
|
11.6K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 0.41% |
$45.8K - $56.6K
|
111K
$13.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-462- 0.04% |
$45.9K - $56.7K
|
1.26M
$154M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-462- 17.02% |
$45.9K - $56.7K
|
2.25K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-464- 10.63% |
$46.1K - $57K
|
3.9K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-467- 2.02% |
$46.4K - $57.4K
|
22.6K
$2.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-469- 1.04% |
$46.6K - $57.6K
|
44.6K
$5.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-470- 2.27% |
$46.7K - $57.7K
|
20.2K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-470- 9.12% |
$46.7K - $57.7K
|
4.69K
$573K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-471- 7.99% |
$46.8K - $57.8K
|
5.42K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-472- 90.42% |
$46.9K - $58K
|
50
$6.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-472- 19.53% |
$46.9K - $58K
|
1.95K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-473- 4.0% |
$47K - $58.1K
|
11.4K
$1.39M
|