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 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-229- 6.84% |
$19.6K - $22.6K
|
3.12K
$350K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 3.68% |
$19.7K - $22.7K
|
6.02K
$675K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-232- 1.45% |
$19.9K - $22.9K
|
15.8K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-233- 5.41% |
$19.9K - $23K
|
4.07K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-234- 7.12% |
$20K - $23.1K
|
3.05K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-235- 5.12% |
$20.1K - $23.2K
|
4.36K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-236- 1.9% |
$20.2K - $23.3K
|
12.2K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-236- 7.33% |
$20.2K - $23.3K
|
2.98K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-236- 1.97% |
$20.2K - $23.3K
|
11.7K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-240- 16.38% |
$20.5K - $23.7K
|
1.23K
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-240- 2.93% |
$20.5K - $23.7K
|
7.96K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-243- 8.26% |
$20.8K - $24K
|
2.7K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-246- 0.11% |
$21.1K - $24.3K
|
226K
$25.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-246- 0.11% |
$21.1K - $24.3K
|
227K
$25.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-249- 7.12% |
$21.3K - $24.6K
|
3.25K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-250- 1.14% |
$21.4K - $24.7K
|
21.7K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-250- 10.22% |
$21.4K - $24.7K
|
2.2K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-250- 1.67% |
$21.4K - $24.7K
|
14.8K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-254- 2.15% |
$21.7K - $25K
|
11.6K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-254- 8.28% |
$21.7K - $25K
|
2.82K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-254- 0.25% |
$21.7K - $25K
|
99.6K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-255- 9.14% |
$21.8K - $25.1K
|
2.54K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-256- 3.75% |
$21.9K - $25.2K
|
6.58K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-259- 3.97% |
$22.2K - $25.5K
|
6.27K
$703K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-266- 4.82% |
$22.8K - $26.2K
|
5.26K
$590K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-267- 1.41% |
$22.9K - $26.3K
|
18.7K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-271- 6.95% |
$23.2K - $26.7K
|
3.63K
$407K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-271- 45.24% |
$23.2K - $26.7K
|
328
$36.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-272- 5.87% |
$23.3K - $26.8K
|
4.36K
$489K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-273- 15.23% |
$23.4K - $26.9K
|
1.52K
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-275- 8.6% |
$23.5K - $27.1K
|
2.92K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-275- 7.74% |
$23.5K - $27.1K
|
3.28K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-276- 3.6% |
$23.6K - $27.2K
|
7.38K
$828K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-281- 11.28% |
$24.1K - $27.7K
|
2.21K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-282- 2.49% |
$24.1K - $27.8K
|
11.1K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-283- 11.52% |
$24.2K - $27.9K
|
2.17K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-286- 1.64% |
$24.5K - $28.2K
|
17.2K
$1.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-287- 4.07% |
$24.6K - $28.3K
|
6.76K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-289- 13.49% |
$24.7K - $28.5K
|
1.85K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-290- 7.08% |
$24.8K - $28.6K
|
3.81K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-291- 10.96% |
$24.9K - $28.7K
|
2.36K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-294- 2.65% |
$25.2K - $29K
|
10.8K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-295- 6.11% |
$25.3K - $29.1K
|
4.54K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-295- 23.77% |
$25.3K - $29.1K
|
946
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-299- 12.19% |
$25.6K - $29.5K
|
2.15K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Independent Investors Inc
|
SELL
|
- |
-300- 0.66% |
$25.7K - $29.6K
|
45.3K
$5.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 11.11% |
$25.7K - $29.6K
|
2.4K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-300- 3.93% |
$25.7K - $29.6K
|
7.34K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300- 1.2% |
$25.7K - $29.6K
|
24.8K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-300- 11.54% |
$25.7K - $29.6K
|
2.3K
$258K
|