Purchases and Sales Made in Q3 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$85.6 - $98.6
|
3.64K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 0.16% |
$85.6 - $98.6
|
643
$77.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 0.03% |
$171 - $197
|
5.93K
$717K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$171 - $197
|
2.67K
$324K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2- 0.42% |
$171 - $197
|
470
$56.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$257 - $296
|
2.81K
$340K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-3- 0.1% |
$257 - $296
|
3.14K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4- 4.71% |
$342 - $394
|
81
$9.81K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-4- 0.78% |
$342 - $394
|
512
$62K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-4- 0.04% |
$342 - $394
|
10.6K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.03% |
$428 - $493
|
16.5K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-5- 0.15% |
$428 - $493
|
3.34K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$428 - $493
|
3.16K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-5- 0.14% |
$428 - $493
|
3.45K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6- 0.02% |
$514 - $592
|
33K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-6- 30.0% |
$514 - $592
|
14
$1.69K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 0.17% |
$514 - $592
|
3.57K
$432K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-7- 0.27% |
$599 - $690
|
2.63K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.09% |
$599 - $690
|
7.59K
$919K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-7- 0.5% |
$599 - $690
|
1.39K
$168K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 0.3% |
$599 - $690
|
2.32K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8- 0.43% |
$685 - $789
|
1.85K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-8- 0.26% |
$685 - $789
|
3.02K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8- 0.07% |
$685 - $789
|
11.2K
$1.36M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-9- 0.17% |
$770 - $887
|
5.2K
$629K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-9- 0.23% |
$770 - $887
|
3.83K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-9- 0.42% |
$770 - $887
|
2.14K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.11% |
$770 - $887
|
8.4K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 0.41% |
$856 - $986
|
2.42K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10- 0.14% |
$856 - $986
|
7.33K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-10- 0.1% |
$856 - $986
|
9.69K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-11- 0.39% |
$942 - $1.08K
|
2.8K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-11- 0.05% |
$942 - $1.08K
|
24.2K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.32% |
$1.03K - $1.18K
|
3.79K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12- 1.53% |
$1.03K - $1.18K
|
770
$93.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-12- 0.26% |
$1.03K - $1.18K
|
4.67K
$566K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-13- 0.53% |
$1.11K - $1.28K
|
2.42K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-13- 0.48% |
$1.11K - $1.28K
|
2.72K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13- 0.5% |
$1.11K - $1.28K
|
2.6K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-14- 0.63% |
$1.2K - $1.38K
|
2.19K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 0.78% |
$1.2K - $1.38K
|
1.78K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-14- 0.99% |
$1.2K - $1.38K
|
1.4K
$169K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-14- 0.45% |
$1.2K - $1.38K
|
3.12K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-14- 1.38% |
$1.2K - $1.38K
|
1K
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 1.61% |
$1.28K - $1.48K
|
918
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-15- 0.45% |
$1.28K - $1.48K
|
3.33K
$403K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 0.06% |
$1.28K - $1.48K
|
24.1K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-15- 0.06% |
$1.28K - $1.48K
|
26.2K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-16- 1.77% |
$1.37K - $1.58K
|
886
$107K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17- 0.73% |
$1.46K - $1.68K
|
2.31K
$279K
|