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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-797- 7.25% |
$68.2K - $78.6K
|
10.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-800- 0.15% |
$68.5K - $78.9K
|
516K
$56M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-805- 6.6% |
$68.9K - $79.4K
|
11.4K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-814- 17.23% |
$69.7K - $80.3K
|
3.91K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-820- 1.45% |
$70.2K - $80.9K
|
55.9K
$6.07M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-821- 25.83% |
$70.3K - $81K
|
2.36K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-822- 16.7% |
$70.4K - $81.1K
|
4.1K
$446K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-822- 6.32% |
$70.4K - $81.1K
|
12.2K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-827- 5.87% |
$70.8K - $81.6K
|
13.3K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-829- 15.59% |
$71K - $81.7K
|
4.49K
$488K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-833- 17.82% |
$71.3K - $82.1K
|
3.84K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-837- 25.13% |
$71.6K - $82.5K
|
2.49K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-840- 13.7% |
$71.9K - $82.8K
|
5.29K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-850- 11.16% |
$72.8K - $83.8K
|
6.77K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-852- 19.54% |
$72.9K - $84K
|
3.51K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-853- 4.44% |
$73K - $84.1K
|
18.4K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-854- 17.13% |
$73.1K - $84.2K
|
4.13K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-858- 4.17% |
$73.4K - $84.6K
|
19.7K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-860- 7.27% |
$73.6K - $84.8K
|
11K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-863- 1.68% |
$73.9K - $85.1K
|
50.5K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-866- 2.43% |
$74.1K - $85.4K
|
34.7K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-868- 25.76% |
$74.3K - $85.6K
|
2.5K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-869- 5.0% |
$74.4K - $85.7K
|
16.5K
$1.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-873- 3.61% |
$74.7K - $86.1K
|
23.3K
$2.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-874- 9.11% |
$74.8K - $86.2K
|
8.72K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-880- 4.05% |
$75.3K - $86.8K
|
20.8K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-883- 23.14% |
$75.6K - $87.1K
|
2.93K
$319K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-883- 5.64% |
$75.6K - $87.1K
|
14.8K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-890- 2.79% |
$76.2K - $87.8K
|
31.1K
$3.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-892- 8.32% |
$76.4K - $88K
|
9.83K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-896- 2.69% |
$76.7K - $88.4K
|
32.5K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-900- 10.2% |
$77K - $88.7K
|
7.92K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-901- 25.7% |
$77.1K - $88.8K
|
2.61K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-903- 1.42% |
$77.3K - $89K
|
62.9K
$6.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-905- 7.33% |
$77.5K - $89.2K
|
11.4K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-906- 5.1% |
$77.6K - $89.3K
|
16.9K
$1.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-907- 3.81% |
$77.6K - $89.4K
|
22.9K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-912- 2.41% |
$78.1K - $89.9K
|
37K
$4.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-914- 7.75% |
$78.2K - $90.1K
|
10.9K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-916- 27.22% |
$78.4K - $90.3K
|
2.45K
$266K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-916- 15.75% |
$78.4K - $90.3K
|
4.9K
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-920- 12.79% |
$78.8K - $90.7K
|
6.27K
$682K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-921- 0.53% |
$78.8K - $90.8K
|
173K
$18.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-922- 8.73% |
$78.9K - $90.9K
|
9.64K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-922- 6.77% |
$78.9K - $90.9K
|
12.7K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-923- 5.37% |
$79K - $91K
|
16.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-929- 48.26% |
$79.5K - $91.6K
|
996
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-934- 3.87% |
$80K - $92.1K
|
23.2K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-937- 19.18% |
$80.2K - $92.4K
|
3.95K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-937- 13.14% |
$80.2K - $92.4K
|
6.19K
$673K
|