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 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-597- 7.84% |
$59.3K - $73.3K
|
7.02K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 9.81% |
$59.6K - $73.7K
|
5.52K
$674K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-600- 92.31% |
$59.6K - $73.7K
|
50
$6.11K
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
SELL
|
- |
-603- 1.94% |
$59.9K - $74.1K
|
30.5K
$3.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-606- 10.56% |
$60.2K - $74.4K
|
5.13K
$627K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-608- 13.65% |
$60.4K - $74.7K
|
3.85K
$470K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-610- 6.29% |
$60.6K - $74.9K
|
9.09K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-615- 12.15% |
$61.1K - $75.5K
|
4.45K
$543K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-622- 0.45% |
$61.8K - $76.4K
|
137K
$16.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-623- 2.51% |
$61.9K - $76.5K
|
24.2K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-628- 20.03% |
$62.4K - $77.1K
|
2.51K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-629- 23.06% |
$62.5K - $77.3K
|
2.1K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-630- 12.24% |
$62.6K - $77.4K
|
4.52K
$552K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-630- 3.49% |
$62.6K - $77.4K
|
17.4K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-633- 5.56% |
$62.9K - $77.7K
|
10.7K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-633- 23.43% |
$62.9K - $77.7K
|
2.07K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-639- 21.59% |
$63.4K - $78.5K
|
2.32K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-640- 16.0% |
$63.5K - $78.6K
|
3.36K
$411K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 23.86% |
$64K - $79.2K
|
2.06K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-645- 4.68% |
$64K - $79.2K
|
13.1K
$1.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-647- 5.63% |
$64.2K - $79.5K
|
10.9K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-650- 0.72% |
$64.5K - $79.8K
|
89.5K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 12.77% |
$64.5K - $79.8K
|
4.44K
$543K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-654- 0.64% |
$64.9K - $80.3K
|
101K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-657- 3.09% |
$65.2K - $80.7K
|
20.6K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-659- 3.61% |
$65.4K - $80.9K
|
17.6K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-660- 9.75% |
$65.5K - $81.1K
|
6.11K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-660- 42.58% |
$65.5K - $81.1K
|
890
$109K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-661- 7.41% |
$65.6K - $81.2K
|
8.25K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-662- 16.6% |
$65.7K - $81.3K
|
3.33K
$407K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-662- 1.55% |
$65.7K - $81.3K
|
42K
$5.13M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-665- 1.4% |
$66K - $81.7K
|
46.9K
$5.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-667- 13.99% |
$66.2K - $81.9K
|
4.1K
$501K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-668- 14.75% |
$66.3K - $82K
|
3.86K
$472K
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-670- 2.91% |
$66.5K - $82.3K
|
22.4K
$2.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-677- 9.7% |
$67.2K - $83.1K
|
6.3K
$770K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-680- 0.34% |
$67.5K - $83.5K
|
198K
$24.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-682- 1.01% |
$67.7K - $83.8K
|
66.6K
$8.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-685- 3.93% |
$68K - $84.1K
|
16.7K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-693- 14.89% |
$68.8K - $85.1K
|
3.96K
$484K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-695- 19.76% |
$69K - $85.4K
|
2.82K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-695- 14.0% |
$69K - $85.4K
|
4.27K
$522K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-697- 9.89% |
$69.2K - $85.6K
|
6.35K
$776K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-700- 16.83% |
$69.5K - $86K
|
3.46K
$423K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-700- 27.55% |
$69.5K - $86K
|
1.84K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-700- 0.87% |
$69.5K - $86K
|
79.7K
$9.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-704- 3.66% |
$69.9K - $86.5K
|
18.5K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-711- 63.65% |
$70.6K - $87.3K
|
406
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-712- 0.74% |
$70.7K - $87.4K
|
95.7K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-731- 0.41% |
$72.6K - $89.8K
|
176K
$21.5M
|