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 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-65- 0.18% |
$5.56K - $6.41K
|
37K
$4.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-66- 0.76% |
$5.65K - $6.51K
|
8.57K
$931K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-67- 0.82% |
$5.74K - $6.61K
|
8.13K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-69- 0.68% |
$5.91K - $6.8K
|
10K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70- 10.84% |
$5.99K - $6.9K
|
576
$62.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-70- 1.25% |
$5.99K - $6.9K
|
5.54K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-71- 3.12% |
$6.08K - $7K
|
2.2K
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-71- 0.66% |
$6.08K - $7K
|
10.7K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-71- 0.29% |
$6.08K - $7K
|
24.7K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-71- 1.24% |
$6.08K - $7K
|
5.65K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-72- 2.24% |
$6.16K - $7.1K
|
3.15K
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-74- 1.86% |
$6.33K - $7.3K
|
3.9K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 1.12% |
$6.33K - $7.3K
|
6.56K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-74- 0.63% |
$6.33K - $7.3K
|
11.7K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-74- 0.96% |
$6.33K - $7.3K
|
7.65K
$832K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-75- 2.75% |
$6.42K - $7.4K
|
2.65K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-75- 1.42% |
$6.42K - $7.4K
|
5.23K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-75- 0.66% |
$6.42K - $7.4K
|
11.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-75- 1.08% |
$6.42K - $7.4K
|
6.86K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-75- 0.36% |
$6.42K - $7.4K
|
21K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-76- 1.2% |
$6.51K - $7.49K
|
6.26K
$680K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-76- 1.32% |
$6.51K - $7.49K
|
5.67K
$616K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-78- 3.17% |
$6.68K - $7.69K
|
2.38K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-78- 0.22% |
$6.68K - $7.69K
|
35.6K
$3.87M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-78- 0.43% |
$6.68K - $7.69K
|
18.1K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-79- 1.54% |
$6.76K - $7.79K
|
5.04K
$548K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-80- 8.47% |
$6.85K - $7.89K
|
865
$94K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-82- 3.74% |
$7.02K - $8.09K
|
2.11K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-82- 1.58% |
$7.02K - $8.09K
|
5.12K
$556K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-84- 0.96% |
$7.19K - $8.28K
|
8.7K
$946K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-84- 4.51% |
$7.19K - $8.28K
|
1.78K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-84- 2.8% |
$7.19K - $8.28K
|
2.92K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-85- 1.57% |
$7.28K - $8.38K
|
5.34K
$580K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-85- 81.73% |
$7.28K - $8.38K
|
19
$2.06K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-85- 1.07% |
$7.28K - $8.38K
|
7.89K
$858K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-86- 3.43% |
$7.36K - $8.48K
|
2.42K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-88- 2.85% |
$7.53K - $8.68K
|
3K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-89- 1.68% |
$7.62K - $8.78K
|
5.22K
$567K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-90- 3.12% |
$7.7K - $8.87K
|
2.79K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-90- 3.47% |
$7.7K - $8.87K
|
2.5K
$272K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-90- 2.19% |
$7.7K - $8.87K
|
4.02K
$437K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-91- 0.98% |
$7.79K - $8.97K
|
9.17K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-91- 1.26% |
$7.79K - $8.97K
|
7.13K
$775K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 3.73% |
$7.88K - $9.07K
|
2.37K
$258K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-93- 0.65% |
$7.96K - $9.17K
|
14.2K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-93- 0.34% |
$7.96K - $9.17K
|
27.1K
$2.95M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-94- 0.69% |
$8.05K - $9.27K
|
13.5K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-95- 1.34% |
$8.13K - $9.37K
|
6.97K
$758K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-95- 0.23% |
$8.13K - $9.37K
|
41.7K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-95- 4.35% |
$8.13K - $9.37K
|
2.09K
$227K
|