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 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.94K- 1.78% |
$193K - $238K
|
107K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.94K- 3.94% |
$193K - $239K
|
47.4K
$5.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.95K- 9.77% |
$194K - $240K
|
18K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.96K- 1.97% |
$194K - $240K
|
97.3K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 38.45% |
$195K - $241K
|
3.15K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.97K- 24.85% |
$196K - $242K
|
5.97K
$663K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-1.98K- 2.27% |
$196K - $243K
|
85.3K
$9.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.98K- 1.33% |
$196K - $243K
|
147K
$16.3M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.98KClosed |
$197K - $243K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.98K- 7.16% |
$197K - $244K
|
25.7K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.98K- 11.9% |
$197K - $244K
|
14.7K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.99K- 27.26% |
$198K - $245K
|
5.32K
$591K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2K- 55.39% |
$199K - $246K
|
1.61K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 7.68% |
$199K - $246K
|
24.1K
$2.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.02K- 4.61% |
$201K - $248K
|
41.8K
$4.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 38.44% |
$201K - $249K
|
3.25K
$361K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.05K- 2.93% |
$203K - $251K
|
67.7K
$7.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.05K- 2.35% |
$203K - $251K
|
84.9K
$9.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.07K- 1.71% |
$205K - $254K
|
119K
$13.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.07K- 1.39% |
$205K - $254K
|
147K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.08K- 3.83% |
$207K - $256K
|
52.4K
$5.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.09K- 11.65% |
$207K - $257K
|
15.8K
$1.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2.11K- 2.04% |
$209K - $259K
|
101K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.13K- 5.01% |
$212K - $262K
|
40.4K
$4.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.13K- 2.03% |
$212K - $262K
|
103K
$11.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.14K- 1.4% |
$212K - $263K
|
150K
$16.7M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.15KClosed |
$213K - $264K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.15K- 4.8% |
$214K - $264K
|
42.7K
$4.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.16K- 68.65% |
$214K - $265K
|
985
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.16K- 0.71% |
$214K - $265K
|
300K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.16K- 2.21% |
$214K - $265K
|
95.3K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.17K- 25.86% |
$215K - $266K
|
6.21K
$689K
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.17K- 11.22% |
$215K - $266K
|
17.1K
$1.9M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.17KClosed |
$215K - $266K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.17K- 5.07% |
$216K - $267K
|
40.7K
$4.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Qv Investors Inc.
|
SELL
|
- |
-2.19K- 1.95% |
$217K - $269K
|
110K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.2K- 9.06% |
$218K - $270K
|
22.1K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.21K- 1.09% |
$219K - $271K
|
201K
$22.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.22K- 3.71% |
$220K - $272K
|
57.5K
$6.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.22K- 16.67% |
$220K - $272K
|
11.1K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.23K- 44.91% |
$221K - $274K
|
2.74K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.25K- 0.56% |
$223K - $276K
|
400K
$44.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.25K- 91.62% |
$224K - $276K
|
206
$22.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-2.26K- 7.69% |
$224K - $278K
|
27.1K
$3.01M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.29K- 2.43% |
$227K - $281K
|
91.8K
$10.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.29K- 2.28% |
$228K - $282K
|
98.2K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-2.34K- 15.01% |
$232K - $287K
|
13.2K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.37K- 6.62% |
$235K - $291K
|
33.5K
$3.71M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2.37K- 11.71% |
$236K - $291K
|
17.9K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.37K- 8.09% |
$236K - $291K
|
27K
$2.99M
|