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 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-441- 8.75% |
$37.7K - $43.5K
|
4.6K
$511K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-444- 6.15% |
$38K - $43.8K
|
6.77K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-445- 6.45% |
$38.1K - $43.9K
|
6.45K
$716K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-446- 2.7% |
$38.2K - $44K
|
16.1K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-446- 17.33% |
$38.2K - $44K
|
2.13K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-449- 10.61% |
$38.4K - $44.3K
|
3.78K
$420K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-450- 23.4% |
$38.5K - $44.4K
|
1.47K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-450- 7.18% |
$38.5K - $44.4K
|
5.82K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-450- 5.46% |
$38.5K - $44.4K
|
7.79K
$865K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-452- 10.09% |
$38.7K - $44.6K
|
4.03K
$447K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-459- 0.31% |
$39.3K - $45.3K
|
150K
$16.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-463- 1.6% |
$39.6K - $45.7K
|
28.5K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-464- 3.26% |
$39.7K - $45.8K
|
13.8K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-465- 1.75% |
$39.8K - $45.9K
|
26.2K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-467- 6.01% |
$40K - $46.1K
|
7.3K
$811K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-469- 16.61% |
$40.1K - $46.2K
|
2.35K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-469- 11.59% |
$40.1K - $46.2K
|
3.58K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-472- 7.65% |
$40.4K - $46.5K
|
5.7K
$633K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-474- 44.09% |
$40.6K - $46.7K
|
601
$66.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-474- 3.55% |
$40.6K - $46.7K
|
12.9K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-483- 22.7% |
$41.3K - $47.6K
|
1.65K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-489- 17.15% |
$41.9K - $48.2K
|
2.36K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-491- 2.38% |
$42K - $48.4K
|
20.1K
$2.23M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-497- 1.18% |
$42.5K - $49K
|
41.5K
$4.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-498- 11.54% |
$42.6K - $49.1K
|
3.82K
$424K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-498- 4.27% |
$42.6K - $49.1K
|
11.2K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-499- 9.5% |
$42.7K - $49.2K
|
4.76K
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 5.36% |
$42.8K - $49.3K
|
8.82K
$980K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-500- 29.64% |
$42.8K - $49.3K
|
1.19K
$132K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 4.95% |
$42.8K - $49.3K
|
9.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-503- 2.99% |
$43.1K - $49.6K
|
16.3K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-508- 1.39% |
$43.5K - $50.1K
|
36.2K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-508- 6.57% |
$43.5K - $50.1K
|
7.23K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-511- 4.73% |
$43.7K - $50.4K
|
10.3K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-515- 6.31% |
$44.1K - $50.8K
|
7.65K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-515- 5.65% |
$44.1K - $50.8K
|
8.6K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-517- 4.89% |
$44.3K - $51K
|
10.1K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-521- 61.58% |
$44.6K - $51.4K
|
325
$36.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-522- 16.41% |
$44.7K - $51.5K
|
2.66K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-529- 10.36% |
$45.3K - $52.2K
|
4.58K
$508K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-531- 5.59% |
$45.5K - $52.4K
|
8.97K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-537- 0.93% |
$46K - $53K
|
57.5K
$6.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-538- 8.99% |
$46.1K - $53.1K
|
5.44K
$605K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-539- 7.02% |
$46.1K - $53.2K
|
7.13K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-540- 6.17% |
$46.2K - $53.2K
|
8.21K
$911K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-540- 16.23% |
$46.2K - $53.2K
|
2.79K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-541- 5.87% |
$46.3K - $53.3K
|
8.67K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-542- 9.25% |
$46.4K - $53.4K
|
5.32K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-542- 4.46% |
$46.4K - $53.4K
|
11.6K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-543- 2.17% |
$46.5K - $53.5K
|
24.4K
$2.71M
|