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 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.79K- 12.03% |
$177K - $219K
|
13.1K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 31.17% |
$178K - $220K
|
3.96K
$484K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.8K- 1.85% |
$179K - $221K
|
95.7K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.81K- 3.95% |
$179K - $222K
|
43.9K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.81K- 17.0% |
$180K - $222K
|
8.83K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.83K- 1.4% |
$182K - $225K
|
129K
$15.8M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 11.41% |
$182K - $225K
|
14.2K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 16.82% |
$183K - $227K
|
9.13K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-1.85K- 7.68% |
$184K - $227K
|
22.2K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.86K- 5.54% |
$184K - $228K
|
31.6K
$3.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.86K- 5.53% |
$185K - $229K
|
31.8K
$3.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.87K- 3.88% |
$185K - $229K
|
46.3K
$5.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.87K- 2.32% |
$185K - $229K
|
78.5K
$9.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.87K- 26.1% |
$186K - $230K
|
5.3K
$648K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.87K- 9.43% |
$186K - $230K
|
18K
$2.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 14.43% |
$186K - $231K
|
11.1K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.88K- 11.41% |
$187K - $231K
|
14.6K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.9K- 4.28% |
$188K - $233K
|
42.4K
$5.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.9K- 4.11% |
$189K - $234K
|
44.4K
$5.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.91K- 10.33% |
$189K - $234K
|
16.5K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.92K- 1.38% |
$191K - $236K
|
137K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.93K- 6.35% |
$191K - $236K
|
28.4K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.93K- 3.05% |
$191K - $237K
|
61.4K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.93K- 1.19% |
$192K - $238K
|
160K
$19.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.94K- 8.84% |
$192K - $238K
|
20K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.94K- 1.78% |
$193K - $238K
|
107K
$13.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.94K- 3.94% |
$193K - $239K
|
47.4K
$5.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.95K- 9.77% |
$194K - $240K
|
18K
$2.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.96K- 1.97% |
$194K - $240K
|
97.3K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 38.45% |
$195K - $241K
|
3.15K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.97K- 24.85% |
$196K - $242K
|
5.97K
$729K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-1.98K- 2.27% |
$196K - $243K
|
85.3K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.98K- 1.33% |
$196K - $243K
|
147K
$18M
|
|
|
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
$3.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.98K- 11.9% |
$197K - $244K
|
14.7K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.99K- 27.26% |
$198K - $245K
|
5.32K
$650K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-2K- 55.39% |
$199K - $246K
|
1.61K
$197K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 7.68% |
$199K - $246K
|
24.1K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.02K- 4.61% |
$201K - $248K
|
41.8K
$5.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 38.44% |
$201K - $249K
|
3.25K
$397K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.05K- 2.93% |
$203K - $251K
|
67.7K
$8.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.05K- 2.35% |
$203K - $251K
|
84.9K
$10.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.07K- 1.71% |
$205K - $254K
|
119K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.07K- 1.39% |
$205K - $254K
|
147K
$18M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.08K- 3.83% |
$207K - $256K
|
52.4K
$6.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.09K- 11.65% |
$207K - $257K
|
15.8K
$1.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-2.11K- 2.04% |
$209K - $259K
|
101K
$12.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.13K- 5.01% |
$212K - $262K
|
40.4K
$4.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.13K- 2.03% |
$212K - $262K
|
103K
$12.6M
|