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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-117- 6.39% |
$10K - $11.5K
|
1.71K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-119- 2.74% |
$10.2K - $11.7K
|
4.23K
$515K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-120- 7.36% |
$10.3K - $11.8K
|
1.51K
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-120- 10.21% |
$10.3K - $11.8K
|
1.06K
$129K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-120- 23.81% |
$10.3K - $11.8K
|
384
$46.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-121- 2.86% |
$10.4K - $11.9K
|
4.11K
$502K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124- 5.22% |
$10.6K - $12.2K
|
2.25K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-124- 0.43% |
$10.6K - $12.2K
|
28.4K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 1.77% |
$10.7K - $12.3K
|
6.95K
$848K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.76% |
$10.7K - $12.3K
|
16.3K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-125- 4.55% |
$10.7K - $12.3K
|
2.62K
$320K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-126- 4.5% |
$10.8K - $12.4K
|
2.67K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-127- 0.02% |
$10.9K - $12.5K
|
622K
$75.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-127- 0.88% |
$10.9K - $12.5K
|
14.3K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-127- 3.08% |
$10.9K - $12.5K
|
4K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-128- 1.42% |
$11K - $12.6K
|
8.88K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-128- 2.2% |
$11K - $12.6K
|
5.7K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-129- 6.35% |
$11K - $12.7K
|
1.9K
$232K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-130- 4.64% |
$11.1K - $12.8K
|
2.67K
$326K
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-131- 4.42% |
$11.2K - $12.9K
|
2.83K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-133- 4.72% |
$11.4K - $13.1K
|
2.68K
$327K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 4.79% |
$11.5K - $13.2K
|
2.67K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-135- 1.97% |
$11.6K - $13.3K
|
6.72K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-136- 2.16% |
$11.6K - $13.4K
|
6.16K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-136- 3.62% |
$11.6K - $13.4K
|
3.62K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-137- 5.16% |
$11.7K - $13.5K
|
2.52K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-138- 3.7% |
$11.8K - $13.6K
|
3.59K
$438K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-140- 0.95% |
$12K - $13.8K
|
14.5K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-140- 1.44% |
$12K - $13.8K
|
9.56K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-140- 3.92% |
$12K - $13.8K
|
3.43K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-140- 3.74% |
$12K - $13.8K
|
3.6K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-140- 4.13% |
$12K - $13.8K
|
3.25K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-142- 5.66% |
$12.2K - $14K
|
2.37K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-142- 5.31% |
$12.2K - $14K
|
2.53K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-142- 3.05% |
$12.2K - $14K
|
4.52K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-144- 1.7% |
$12.3K - $14.2K
|
8.35K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-145- 1.34% |
$12.4K - $14.3K
|
10.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-145- 0.99% |
$12.4K - $14.3K
|
14.5K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-146- 2.67% |
$12.5K - $14.4K
|
5.32K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-147- 0.61% |
$12.6K - $14.5K
|
23.8K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-148- 3.83% |
$12.7K - $14.6K
|
3.71K
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-148- 4.94% |
$12.7K - $14.6K
|
2.85K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-148- 5.56% |
$12.7K - $14.6K
|
2.51K
$306K
|
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-148- 0.74% |
$12.7K - $14.6K
|
19.9K
$2.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-149- 1.71% |
$12.8K - $14.7K
|
8.56K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.81% |
$12.8K - $14.8K
|
2.43K
$297K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-150- 3.04% |
$12.8K - $14.8K
|
4.79K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-152- 3.09% |
$13K - $15K
|
4.76K
$581K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-152- 1.76% |
$13K - $15K
|
8.49K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-154- 0.35% |
$13.2K - $15.2K
|
44.2K
$5.39M
|