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 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-37- 0.4% |
$3.67K - $4.54K
|
9.28K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-37- 7.64% |
$3.67K - $4.54K
|
447
$49.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-38- 17.51% |
$3.77K - $4.67K
|
179
$19.8K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-38- 0.89% |
$3.77K - $4.67K
|
4.23K
$469K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-39- 0.22% |
$3.87K - $4.79K
|
18K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 0.14% |
$3.87K - $4.79K
|
28.4K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-39- 1.28% |
$3.87K - $4.79K
|
3.01K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-39- 3.21% |
$3.87K - $4.79K
|
1.18K
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 0.76% |
$3.97K - $4.91K
|
5.24K
$581K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-40- 0.81% |
$3.97K - $4.91K
|
4.92K
$545K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-40- 0.74% |
$3.97K - $4.91K
|
5.39K
$598K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-40- 0.69% |
$3.97K - $4.91K
|
5.73K
$635K
|
|
|
Aug 07, 2024
Q2 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-40- 6.9% |
$3.97K - $4.91K
|
540
$59.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-40- 0.49% |
$3.97K - $4.91K
|
8.2K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 1.36% |
$3.97K - $4.91K
|
2.89K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-41- 1.51% |
$4.07K - $5.04K
|
2.68K
$297K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-42- 1.86% |
$4.17K - $5.16K
|
2.22K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-42- 0.1% |
$4.17K - $5.16K
|
41.5K
$4.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-42- 0.17% |
$4.17K - $5.16K
|
25K
$2.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-44- 0.12% |
$4.37K - $5.4K
|
35.7K
$3.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-44- 0.82% |
$4.37K - $5.4K
|
5.32K
$590K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-44- 0.06% |
$4.37K - $5.4K
|
74.8K
$8.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-44- 0.8% |
$4.37K - $5.4K
|
5.47K
$606K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-44- 0.31% |
$4.37K - $5.4K
|
14.2K
$1.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-45- 2.04% |
$4.47K - $5.53K
|
2.16K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-45- 0.2% |
$4.47K - $5.53K
|
22.7K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-45- 42.06% |
$4.47K - $5.53K
|
62
$6.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-45- 0.85% |
$4.47K - $5.53K
|
5.26K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-46- 0.25% |
$4.57K - $5.65K
|
18.2K
$2.02M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-46- 0.7% |
$4.57K - $5.65K
|
6.53K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-47- 0.42% |
$4.67K - $5.77K
|
11.2K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-48- 1.69% |
$4.77K - $5.9K
|
2.8K
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-48- 0.29% |
$4.77K - $5.9K
|
16.4K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.71% |
$4.87K - $6.02K
|
6.88K
$762K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-50- 4.76% |
$4.96K - $6.14K
|
1K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.72% |
$4.96K - $6.14K
|
6.9K
$765K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-50- 0.22% |
$4.96K - $6.14K
|
22.9K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-50- 1.6% |
$4.96K - $6.14K
|
3.07K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-50- 98.04% |
$4.96K - $6.14K
|
1
$111
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-50- 2.49% |
$4.96K - $6.14K
|
1.96K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-50- 2.26% |
$4.96K - $6.14K
|
2.17K
$240K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-51- 98.08% |
$5.06K - $6.26K
|
1
$111
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-51- 59.3% |
$5.06K - $6.26K
|
35
$3.88K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-51- 0.59% |
$5.06K - $6.26K
|
8.64K
$958K
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-52- 2.36% |
$5.16K - $6.39K
|
2.15K
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-52- 1.62% |
$5.16K - $6.39K
|
3.15K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-53- 0.87% |
$5.26K - $6.51K
|
6.04K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-53- 5.74% |
$5.26K - $6.51K
|
870
$96.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-53- 0.5% |
$5.26K - $6.51K
|
10.6K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-54- 0.07% |
$5.36K - $6.63K
|
78.1K
$8.65M
|