Purchases and Sales Made in Q2 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2- 0.03% |
$199 - $246
|
7.6K
$842K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$199 - $246
|
2.68K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$199 - $246
|
9.99K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2- 0.06% |
$199 - $246
|
3.34K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2- 0.06% |
$199 - $246
|
3.08K
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3- 0.14% |
$298 - $368
|
2.13K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 0.28% |
$298 - $368
|
1.05K
$117K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-4- 0.16% |
$397 - $491
|
2.52K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-4- 0.1% |
$397 - $491
|
4.13K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4- 0.01% |
$397 - $491
|
30.5K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 0.22% |
$397 - $491
|
1.8K
$199K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 12.9% |
$397 - $491
|
27
$2.99K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5- 0.16% |
$496 - $614
|
3.13K
$347K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-5- 0.08% |
$496 - $614
|
6.24K
$692K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5- 0.15% |
$496 - $614
|
3.34K
$371K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 2.89% |
$496 - $614
|
168
$18.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-5- 0.21% |
$496 - $614
|
2.36K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-5- 0.11% |
$496 - $614
|
4.71K
$522K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-6- 0.28% |
$596 - $737
|
2.15K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-6- 0.04% |
$596 - $737
|
13.4K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 6.14% |
$695 - $860
|
107
$11.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7- 0.27% |
$695 - $860
|
2.57K
$284K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7- 0.16% |
$695 - $860
|
4.28K
$475K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.1% |
$794 - $983
|
7.78K
$863K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-8- 0.31% |
$794 - $983
|
2.54K
$281K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-8- 0.26% |
$794 - $983
|
3.07K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9- 0.19% |
$894 - $1.11K
|
4.66K
$516K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9- 0.24% |
$894 - $1.11K
|
3.74K
$415K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-10- 0.04% |
$993 - $1.23K
|
26.6K
$2.95M
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-10- 0.03% |
$993 - $1.23K
|
28.7K
$3.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-10- 0.14% |
$993 - $1.23K
|
7.08K
$784K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.24% |
$993 - $1.23K
|
4.17K
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 0.13% |
$993 - $1.23K
|
7.96K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-11- 0.14% |
$1.09K - $1.35K
|
7.87K
$872K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-12- 1.6% |
$1.19K - $1.47K
|
736
$81.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-12- 0.29% |
$1.19K - $1.47K
|
4.17K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-12- 0.24% |
$1.19K - $1.47K
|
4.94K
$548K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 3.17% |
$1.39K - $1.72K
|
427
$47.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-14- 0.09% |
$1.39K - $1.72K
|
15.1K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.04% |
$1.39K - $1.72K
|
31.1K
$3.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-15- 0.27% |
$1.49K - $1.84K
|
5.45K
$604K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-15- 0.03% |
$1.49K - $1.84K
|
48.3K
$5.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.37% |
$1.69K - $2.09K
|
4.63K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 1.32% |
$1.69K - $2.09K
|
1.27K
$141K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-17- 0.36% |
$1.69K - $2.09K
|
4.69K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-17- 0.01% |
$1.69K - $2.09K
|
177K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-17- 0.07% |
$1.69K - $2.09K
|
25K
$2.77M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 0.31% |
$1.69K - $2.09K
|
5.49K
$609K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-18- 0.81% |
$1.79K - $2.21K
|
2.19K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-19- 0.53% |
$1.89K - $2.33K
|
3.59K
$398K
|