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 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 25.0% |
$49.6K - $61.4K
|
1.5K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-502- 52.95% |
$49.8K - $61.7K
|
446
$49.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-504- 1.94% |
$50K - $61.9K
|
25.5K
$2.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-516- 2.31% |
$51.2K - $63.4K
|
21.8K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-523- 9.21% |
$51.9K - $64.2K
|
5.15K
$572K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-528- 57.02% |
$52.4K - $64.8K
|
398
$44.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-530- 0.06% |
$52.6K - $65.1K
|
903K
$100M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-533- 4.21% |
$52.9K - $65.5K
|
12.1K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-534- 7.45% |
$53K - $65.6K
|
6.63K
$736K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-536- 1.0% |
$53.2K - $65.8K
|
53K
$5.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-537- 21.83% |
$53.3K - $66K
|
1.92K
$214K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-537- 0.55% |
$53.3K - $66K
|
97.3K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-538- 9.02% |
$53.4K - $66.1K
|
5.43K
$603K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-540- 13.38% |
$53.6K - $66.3K
|
3.5K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-541- 0.78% |
$53.7K - $66.4K
|
69.2K
$7.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-544- 1.26% |
$54K - $66.8K
|
42.6K
$4.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-546- 13.41% |
$54.2K - $67.1K
|
3.53K
$391K
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-549- 1.08% |
$54.5K - $67.4K
|
50.4K
$5.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-550- 1.5% |
$54.6K - $67.6K
|
36.2K
$4.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-555- 4.89% |
$55.1K - $68.2K
|
10.8K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-557- 1.81% |
$55.3K - $68.4K
|
30.3K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-571- 1.69% |
$56.7K - $70.1K
|
33.2K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-573- 1.55% |
$56.9K - $70.4K
|
36.4K
$4.05M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-575- 20.51% |
$57.1K - $70.6K
|
2.23K
$247K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-576- 3.32% |
$57.2K - $70.7K
|
16.8K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-582- 6.36% |
$57.8K - $71.5K
|
8.57K
$952K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-585- 24.91% |
$58.1K - $71.8K
|
1.76K
$196K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-587- 6.32% |
$58.3K - $72.1K
|
8.71K
$967K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-588- 2.23% |
$58.4K - $72.2K
|
25.8K
$2.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-595- 2.29% |
$59.1K - $73.1K
|
25.4K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-596- 3.74% |
$59.2K - $73.2K
|
15.3K
$1.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-597- 7.84% |
$59.3K - $73.3K
|
7.02K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 9.81% |
$59.6K - $73.7K
|
5.52K
$612K
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
SELL
|
- |
-603- 1.94% |
$59.9K - $74.1K
|
30.5K
$3.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-606- 10.56% |
$60.2K - $74.4K
|
5.13K
$570K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-608- 13.65% |
$60.4K - $74.7K
|
3.85K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-610- 6.29% |
$60.6K - $74.9K
|
9.09K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-615- 12.15% |
$61.1K - $75.5K
|
4.45K
$494K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-622- 0.45% |
$61.8K - $76.4K
|
137K
$15.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-623- 2.51% |
$61.9K - $76.5K
|
24.2K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-628- 20.03% |
$62.4K - $77.1K
|
2.51K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-629- 23.06% |
$62.5K - $77.3K
|
2.1K
$233K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-630- 12.24% |
$62.6K - $77.4K
|
4.52K
$501K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-630- 3.49% |
$62.6K - $77.4K
|
17.4K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-633- 5.56% |
$62.9K - $77.7K
|
10.7K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-633- 23.43% |
$62.9K - $77.7K
|
2.07K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-639- 21.59% |
$63.4K - $78.5K
|
2.32K
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-640- 16.0% |
$63.5K - $78.6K
|
3.36K
$373K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 23.86% |
$64K - $79.2K
|
2.06K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-645- 4.68% |
$64K - $79.2K
|
13.1K
$1.46M
|