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 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-45- 1.34% |
$3.85K - $4.44K
|
3.32K
$361K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-45- 1.25% |
$3.85K - $4.44K
|
3.56K
$387K
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-45- 0.72% |
$3.85K - $4.44K
|
6.2K
$673K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-46- 0.62% |
$3.94K - $4.54K
|
7.34K
$798K
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 4.47% |
$3.94K - $4.54K
|
983
$107K
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-47- 0.26% |
$4.02K - $4.63K
|
17.9K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-47- 0.26% |
$4.02K - $4.63K
|
17.7K
$1.92M
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-47- 0.87% |
$4.02K - $4.63K
|
5.35K
$581K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-47- 2.17% |
$4.02K - $4.63K
|
2.12K
$230K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-47- 1.96% |
$4.02K - $4.63K
|
2.35K
$255K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-48- 2.1% |
$4.11K - $4.73K
|
2.24K
$243K
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-48- 3.4% |
$4.11K - $4.73K
|
1.36K
$148K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-48- 0.91% |
$4.11K - $4.73K
|
5.21K
$566K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-48- 0.56% |
$4.11K - $4.73K
|
8.48K
$922K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-48- 0.86% |
$4.11K - $4.73K
|
5.54K
$602K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48- 1.33% |
$4.11K - $4.73K
|
3.56K
$387K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-48- 1.34% |
$4.11K - $4.73K
|
3.55K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48- 0.09% |
$4.11K - $4.73K
|
55.8K
$6.06M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-49- 0.29% |
$4.19K - $4.83K
|
16.7K
$1.82M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-50- 2.12% |
$4.28K - $4.93K
|
2.3K
$250K
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 0.62% |
$4.28K - $4.93K
|
8.03K
$872K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-50- 2.14% |
$4.28K - $4.93K
|
2.29K
$249K
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-50- 1.21% |
$4.28K - $4.93K
|
4.07K
$442K
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-50- 2.0% |
$4.28K - $4.93K
|
2.45K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-50- 8.65% |
$4.28K - $4.93K
|
528
$57.4K
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 1.34% |
$4.28K - $4.93K
|
3.67K
$399K
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-50- 0.28% |
$4.28K - $4.93K
|
17.8K
$1.94M
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-50- 43.1% |
$4.28K - $4.93K
|
66
$7.17K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-51- 0.57% |
$4.37K - $5.03K
|
8.92K
$969K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-52- 0.51% |
$4.45K - $5.13K
|
10.1K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-52- 1.56% |
$4.45K - $5.13K
|
3.29K
$357K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-53- 0.45% |
$4.54K - $5.23K
|
11.7K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-53- 0.75% |
$4.54K - $5.23K
|
7.04K
$765K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-54- 2.52% |
$4.62K - $5.32K
|
2.09K
$227K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 42.52% |
$4.62K - $5.32K
|
73
$7.93K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-55- 0.77% |
$4.71K - $5.42K
|
7.12K
$774K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 2.51% |
$4.79K - $5.52K
|
2.17K
$236K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-58- 0.87% |
$4.96K - $5.72K
|
6.64K
$722K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-59- 0.33% |
$5.05K - $5.82K
|
17.8K
$1.94M
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-59- 35.54% |
$5.05K - $5.82K
|
107
$11.6K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 2.31% |
$5.05K - $5.82K
|
2.5K
$271K
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-60- 1.04% |
$5.14K - $5.92K
|
5.73K
$622K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-60- 0.58% |
$5.14K - $5.92K
|
10.3K
$1.12M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-61- 0.36% |
$5.22K - $6.02K
|
16.7K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-61- 1.63% |
$5.22K - $6.02K
|
3.68K
$400K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-62- 2.54% |
$5.31K - $6.11K
|
2.38K
$259K
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-62- 2.77% |
$5.31K - $6.11K
|
2.18K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-63- 0.68% |
$5.39K - $6.21K
|
9.25K
$1M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63- 1.11% |
$5.39K - $6.21K
|
5.61K
$610K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-64- 0.9% |
$5.48K - $6.31K
|
7.01K
$762K
|