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 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.45K- 2.09% |
$124K - $143K
|
68K
$7.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.46K- 4.25% |
$125K - $143K
|
32.8K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 3.59% |
$125K - $144K
|
39.3K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.46K- 27.82% |
$125K - $144K
|
3.79K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.47K- 3.13% |
$126K - $145K
|
45.5K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.47K- 3.2% |
$126K - $145K
|
44.4K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.47K- 12.39% |
$126K - $145K
|
10.4K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.48K- 8.74% |
$127K - $146K
|
15.5K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-1.48K- 25.42% |
$127K - $146K
|
4.35K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-1.48K- 5.66% |
$127K - $146K
|
24.8K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.49K- 19.75% |
$127K - $147K
|
6.05K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.49K- 11.41% |
$128K - $147K
|
11.6K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.5K- 31.66% |
$128K - $147K
|
3.23K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.5K- 2.75% |
$128K - $148K
|
53.1K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.51K- 21.06% |
$129K - $149K
|
5.66K
$615K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.51K- 14.6% |
$129K - $149K
|
8.84K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.52K- 1.73% |
$130K - $149K
|
86K
$9.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.52K- 7.43% |
$130K - $149K
|
18.9K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.52K- 3.75% |
$130K - $150K
|
38.9K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-1.52K- 9.28% |
$130K - $150K
|
14.8K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.52K- 5.5% |
$130K - $150K
|
26.1K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.52K- 5.62% |
$130K - $150K
|
25.5K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-1.53K- 4.57% |
$131K - $150K
|
31.8K
$3.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.53K- 9.53% |
$131K - $151K
|
14.5K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.85% |
$132K - $152K
|
30.3K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.55K- 4.56% |
$133K - $153K
|
32.4K
$3.52M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.55K- 3.86% |
$133K - $153K
|
38.7K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.56K- 15.39% |
$133K - $154K
|
8.56K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.57K- 5.69% |
$134K - $155K
|
26K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.57K- 0.39% |
$134K - $155K
|
404K
$43.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.58K- 21.02% |
$135K - $156K
|
5.93K
$645K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.58K- 1.23% |
$135K - $156K
|
127K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.58K- 20.8% |
$135K - $156K
|
6.02K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.59K- 6.37% |
$136K - $157K
|
23.4K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.6K- 21.5% |
$137K - $157K
|
5.82K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.6K- 4.78% |
$137K - $158K
|
31.9K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-1.6K- 19.93% |
$137K - $158K
|
6.44K
$700K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.61K- 3.3% |
$138K - $159K
|
47.2K
$5.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.62K- 1.52% |
$139K - $160K
|
105K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.63K- 8.29% |
$140K - $161K
|
18.1K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.65K- 2.78% |
$141K - $162K
|
57.6K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.67K- 0.71% |
$143K - $165K
|
232K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.68K- 0.55% |
$143K - $165K
|
304K
$33.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.68K- 30.48% |
$144K - $166K
|
3.83K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.74K- 1.96% |
$149K - $171K
|
86.9K
$9.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.74K- 44.45% |
$149K - $172K
|
2.18K
$237K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.75K- 3.46% |
$150K - $172K
|
48.8K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.76K- 7.68% |
$150K - $173K
|
21.1K
$2.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.78K- 1.07% |
$152K - $176K
|
165K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.78K- 11.08% |
$153K - $176K
|
14.3K
$1.55M
|