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 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-302- 9.64% |
$25.9K - $29.8K
|
2.83K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-302- 1.26% |
$25.9K - $29.8K
|
23.7K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-303- 10.41% |
$25.9K - $29.9K
|
2.61K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-304- 2.18% |
$26K - $30K
|
13.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-304- 0.13% |
$26K - $30K
|
231K
$25.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-305- 4.43% |
$26.1K - $30.1K
|
6.58K
$738K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-306- 2.17% |
$26.2K - $30.2K
|
13.8K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-308- 0.97% |
$26.4K - $30.4K
|
31.4K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-311- 1.02% |
$26.6K - $30.7K
|
30.3K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-314- 10.47% |
$26.9K - $31K
|
2.69K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-315- 3.91% |
$27K - $31.1K
|
7.74K
$868K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-316- 4.61% |
$27K - $31.2K
|
6.54K
$733K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-316- 1.3% |
$27K - $31.2K
|
24K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-316- 1.7% |
$27K - $31.2K
|
18.3K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-316- 3.3% |
$27K - $31.2K
|
9.25K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-317- 1.65% |
$27.1K - $31.3K
|
18.9K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-318- 7.03% |
$27.2K - $31.4K
|
4.21K
$472K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-320- 1.09% |
$27.4K - $31.6K
|
29.1K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-320- 1.53% |
$27.4K - $31.6K
|
20.6K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-325- 10.39% |
$27.8K - $32K
|
2.8K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-326- 10.35% |
$27.9K - $32.1K
|
2.82K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-327- 10.74% |
$28K - $32.2K
|
2.72K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-329- 8.32% |
$28.2K - $32.4K
|
3.62K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-329- 4.74% |
$28.2K - $32.4K
|
6.62K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-329- 0.77% |
$28.2K - $32.4K
|
42.3K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-330- 5.34% |
$28.2K - $32.5K
|
5.86K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-331- 4.02% |
$28.3K - $32.6K
|
7.89K
$885K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-331- 12.84% |
$28.3K - $32.6K
|
2.25K
$252K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-332- 10.78% |
$28.4K - $32.7K
|
2.75K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-336- 2.54% |
$28.8K - $33.1K
|
12.9K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-337- 75.39% |
$28.8K - $33.2K
|
110
$12.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-339- 6.22% |
$29K - $33.4K
|
5.11K
$573K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-341- 4.19% |
$29.2K - $33.6K
|
7.8K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-344- 1.84% |
$29.4K - $33.9K
|
18.4K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-345- 7.17% |
$29.5K - $34K
|
4.47K
$501K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-345- 13.27% |
$29.5K - $34K
|
2.25K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-347- 0.12% |
$29.7K - $34.2K
|
296K
$33.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-348- 2.47% |
$29.8K - $34.3K
|
13.8K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-349- 1.54% |
$29.9K - $34.4K
|
22.3K
$2.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 1.31% |
$30K - $34.5K
|
26.3K
$2.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-351- 7.93% |
$30K - $34.6K
|
4.08K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-352- 1.59% |
$30.1K - $34.7K
|
21.8K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-354- 7.32% |
$30.3K - $34.9K
|
4.48K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-354- 2.8% |
$30.3K - $34.9K
|
12.3K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-355- 1.07% |
$30.4K - $35K
|
32.8K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-355- 7.76% |
$30.4K - $35K
|
4.22K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-356- 0.52% |
$30.5K - $35.1K
|
67.8K
$7.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-359- 5.65% |
$30.7K - $35.4K
|
5.99K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-359- 4.41% |
$30.7K - $35.4K
|
7.78K
$873K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-361- 4.92% |
$30.9K - $35.6K
|
6.98K
$783K
|