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 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-142- 5.31% |
$12.2K - $14K
|
2.53K
$284K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-142- 3.05% |
$12.2K - $14K
|
4.52K
$507K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-144- 1.7% |
$12.3K - $14.2K
|
8.35K
$936K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-145- 1.34% |
$12.4K - $14.3K
|
10.6K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-145- 0.99% |
$12.4K - $14.3K
|
14.5K
$1.62M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-146- 2.67% |
$12.5K - $14.4K
|
5.32K
$597K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-147- 0.61% |
$12.6K - $14.5K
|
23.8K
$2.67M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-148- 3.83% |
$12.7K - $14.6K
|
3.71K
$416K
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-148- 4.94% |
$12.7K - $14.6K
|
2.85K
$319K
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-148- 5.56% |
$12.7K - $14.6K
|
2.51K
$282K
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-148- 0.74% |
$12.7K - $14.6K
|
19.9K
$2.23M
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-149- 1.71% |
$12.8K - $14.7K
|
8.56K
$960K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.81% |
$12.8K - $14.8K
|
2.43K
$273K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-150- 3.04% |
$12.8K - $14.8K
|
4.79K
$537K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-152- 3.09% |
$13K - $15K
|
4.76K
$534K
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-152- 1.76% |
$13K - $15K
|
8.49K
$952K
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-154- 0.35% |
$13.2K - $15.2K
|
44.2K
$4.96M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-155- 8.03% |
$13.3K - $15.3K
|
1.78K
$199K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-157- 4.69% |
$13.4K - $15.5K
|
3.19K
$358K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-157- 3.95% |
$13.4K - $15.5K
|
3.81K
$428K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-158- 15.63% |
$13.5K - $15.6K
|
853
$95.7K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-158- 1.28% |
$13.5K - $15.6K
|
12.2K
$1.37M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-159- 3.08% |
$13.6K - $15.7K
|
5K
$560K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-159- 0.62% |
$13.6K - $15.7K
|
25.6K
$2.88M
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-161- 8.75% |
$13.8K - $15.9K
|
1.68K
$188K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-162- 5.74% |
$13.9K - $16K
|
2.66K
$298K
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-163- 0.04% |
$14K - $16.1K
|
395K
$44.3M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-164- 4.29% |
$14K - $16.2K
|
3.66K
$410K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-165- 76.74% |
$14.1K - $16.3K
|
50
$5.61K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-165- 0.9% |
$14.1K - $16.3K
|
18.2K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-168- 4.14% |
$14.4K - $16.6K
|
3.89K
$436K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-169- 4.66% |
$14.5K - $16.7K
|
3.46K
$388K
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-170- 53.8% |
$14.6K - $16.8K
|
146
$16.4K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-172- 4.02% |
$14.7K - $17K
|
4.1K
$460K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.19% |
$14.7K - $17K
|
5.22K
$586K
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-173- 4.26% |
$14.8K - $17.1K
|
3.89K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-173- 3.62% |
$14.8K - $17.1K
|
4.6K
$516K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-175- 63.64% |
$15K - $17.3K
|
100
$11.2K
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-176- 1.63% |
$15.1K - $17.4K
|
10.6K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-176- 3.79% |
$15.1K - $17.4K
|
4.46K
$501K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-178- 2.48% |
$15.2K - $17.6K
|
7K
$785K
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-178- 8.29% |
$15.2K - $17.6K
|
1.97K
$221K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-178- 5.02% |
$15.2K - $17.6K
|
3.37K
$378K
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-181- 3.51% |
$15.5K - $17.8K
|
4.98K
$558K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-183- 5.29% |
$15.7K - $18K
|
3.28K
$368K
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-185- 0.39% |
$15.8K - $18.2K
|
46.8K
$5.25M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-185- 2.68% |
$15.8K - $18.2K
|
6.72K
$753K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-187- 5.19% |
$16K - $18.4K
|
3.42K
$383K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-187- 0.59% |
$16K - $18.4K
|
31.3K
$3.51M
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-188- 3.38% |
$16.1K - $18.5K
|
5.38K
$603K
|