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 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.35K- 21.09% |
$115K - $133K
|
5.03K
$609K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.36K- 11.33% |
$117K - $134K
|
10.7K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.37K- 4.58% |
$117K - $135K
|
28.5K
$3.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.37K- 17.82% |
$117K - $135K
|
6.31K
$764K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.38K- 2.02% |
$118K - $136K
|
66.9K
$8.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.38K- 18.73% |
$118K - $136K
|
6K
$726K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.39K- 2.96% |
$119K - $137K
|
45.5K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.39K- 58.87% |
$119K - $137K
|
969
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.39K- 15.33% |
$119K - $137K
|
7.69K
$930K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.4K- 1.5% |
$119K - $138K
|
91.9K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.4K- 3.69% |
$120K - $138K
|
36.6K
$4.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.4K- 19.61% |
$120K - $138K
|
5.75K
$697K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 22.06% |
$120K - $139K
|
4.97K
$602K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.41K- 6.9% |
$121K - $139K
|
19.1K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.42K- 10.12% |
$121K - $140K
|
12.6K
$1.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 6.25% |
$122K - $141K
|
21.4K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.44K- 4.42% |
$123K - $142K
|
31.1K
$3.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.44K- 30.96% |
$123K - $142K
|
3.21K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.45K- 3.32% |
$124K - $143K
|
42.1K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.45K- 2.09% |
$124K - $143K
|
68K
$8.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.46K- 4.25% |
$125K - $143K
|
32.8K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 3.59% |
$125K - $144K
|
39.3K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.46K- 27.82% |
$125K - $144K
|
3.79K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.47K- 3.13% |
$126K - $145K
|
45.5K
$5.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.47K- 3.2% |
$126K - $145K
|
44.4K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.47K- 12.39% |
$126K - $145K
|
10.4K
$1.26M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.48K- 26.94% |
$126K - $145K
|
4K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.48K- 8.74% |
$127K - $146K
|
15.5K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-1.48K- 25.42% |
$127K - $146K
|
4.35K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-1.48K- 5.66% |
$127K - $146K
|
24.8K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.49K- 19.75% |
$127K - $147K
|
6.05K
$732K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.49K- 11.41% |
$128K - $147K
|
11.6K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.5K- 31.66% |
$128K - $147K
|
3.23K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.5K- 2.75% |
$128K - $148K
|
53.1K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.51K- 21.06% |
$129K - $149K
|
5.66K
$685K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.51K- 14.6% |
$129K - $149K
|
8.84K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.73% |
$130K - $149K
|
86K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.52K- 7.43% |
$130K - $149K
|
18.9K
$2.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.52K- 3.75% |
$130K - $150K
|
38.9K
$4.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.52K- 9.28% |
$130K - $150K
|
14.8K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.52K- 5.5% |
$130K - $150K
|
26.1K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.52K- 5.62% |
$130K - $150K
|
25.5K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-1.53K- 4.57% |
$131K - $150K
|
31.8K
$3.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.53K- 9.53% |
$131K - $151K
|
14.5K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.85% |
$132K - $152K
|
30.3K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.55K- 4.56% |
$133K - $153K
|
32.4K
$3.93M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.55K- 3.86% |
$133K - $153K
|
38.7K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.56K- 15.39% |
$133K - $154K
|
8.56K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.57K- 5.69% |
$134K - $155K
|
26K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.57K- 0.39% |
$134K - $155K
|
404K
$48.9M
|