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
|
Capital Advisors Inc
|
SELL
|
- |
-2.28K- 19.03% |
$195K - $224K
|
9.68K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.3K- 19.21% |
$197K - $227K
|
9.66K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.31K- 17.04% |
$197K - $227K
|
11.2K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2.32K- 21.14% |
$198K - $228K
|
8.64K
$959K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-2.35K- 10.16% |
$202K - $232K
|
20.8K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 35.16% |
$202K - $233K
|
4.35K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.37K- 6.21% |
$203K - $234K
|
35.7K
$3.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.4K- 19.46% |
$205K - $237K
|
9.93K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.4K- 2.67% |
$205K - $237K
|
87.4K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.41K- 24.1% |
$207K - $238K
|
7.6K
$844K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.5K- 18.73% |
$214K - $246K
|
10.8K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.5K- 23.63% |
$214K - $246K
|
8.07K
$896K
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2.5K- 17.86% |
$214K - $247K
|
11.5K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.51K- 8.18% |
$215K - $247K
|
28.2K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 5.66% |
$215K - $248K
|
41.9K
$4.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.52K- 9.17% |
$216K - $249K
|
25K
$2.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.53K- 0.4% |
$217K - $250K
|
629K
$69.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.54K- 6.51% |
$218K - $251K
|
36.5K
$4.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.55K- 2.58% |
$218K - $251K
|
96.1K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.58K- 1.47% |
$221K - $254K
|
172K
$19.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.58K- 12.8% |
$221K - $254K
|
17.6K
$1.95M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.58K- 4.78% |
$221K - $254K
|
51.3K
$5.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.59K- 15.81% |
$222K - $255K
|
13.8K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.59K- 7.95% |
$222K - $255K
|
30K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.6K- 43.09% |
$222K - $256K
|
3.43K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.6K- 17.47% |
$223K - $256K
|
12.3K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.65K- 11.65% |
$226K - $261K
|
20.1K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.66K- 8.7% |
$228K - $263K
|
28K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.66K- 10.64% |
$228K - $263K
|
22.4K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.67K- 13.28% |
$229K - $264K
|
17.5K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.68K- 51.17% |
$229K - $264K
|
2.56K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.68K- 4.72% |
$230K - $265K
|
54.1K
$6.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.69K- 2.3% |
$230K - $265K
|
114K
$12.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.7K- 20.88% |
$231K - $266K
|
10.2K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 4.66% |
$232K - $267K
|
55.4K
$6.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.73K- 7.76% |
$233K - $269K
|
32.4K
$3.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-2.74K- 35.31% |
$235K - $270K
|
5.02K
$558K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.74K- 18.94% |
$235K - $270K
|
11.7K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-2.75K- 8.17% |
$236K - $271K
|
31K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.75K- 18.18% |
$236K - $272K
|
12.4K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 5.94% |
$241K - $278K
|
44.6K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-2.85K- 14.79% |
$244K - $281K
|
16.4K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.85K- 36.27% |
$244K - $281K
|
5.01K
$557K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.87K- 0.86% |
$246K - $283K
|
330K
$36.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.89K- 19.69% |
$247K - $285K
|
11.8K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.91K- 1.23% |
$249K - $287K
|
233K
$25.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-2.93K- 52.84% |
$250K - $289K
|
2.61K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.93K- 49.05% |
$251K - $289K
|
3.04K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.94K- 5.65% |
$251K - $289K
|
49K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.94K- 61.33% |
$252K - $290K
|
1.85K
$206K
|