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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-633- 23.43% |
$62.9K - $77.7K
|
2.07K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-639- 21.59% |
$63.4K - $78.5K
|
2.32K
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-640- 16.0% |
$63.5K - $78.6K
|
3.36K
$373K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 23.86% |
$64K - $79.2K
|
2.06K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-645- 4.68% |
$64K - $79.2K
|
13.1K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-647- 5.63% |
$64.2K - $79.5K
|
10.9K
$1.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-650- 0.72% |
$64.5K - $79.8K
|
89.5K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 12.77% |
$64.5K - $79.8K
|
4.44K
$492K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-654- 0.64% |
$64.9K - $80.3K
|
101K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-657- 3.09% |
$65.2K - $80.7K
|
20.6K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-659- 3.61% |
$65.4K - $80.9K
|
17.6K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-660- 9.75% |
$65.5K - $81.1K
|
6.11K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-660- 42.58% |
$65.5K - $81.1K
|
890
$98.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-661- 7.41% |
$65.6K - $81.2K
|
8.25K
$915K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-662- 16.6% |
$65.7K - $81.3K
|
3.33K
$369K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-662- 1.55% |
$65.7K - $81.3K
|
42K
$4.65M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-665- 1.4% |
$66K - $81.7K
|
46.9K
$5.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-667- 13.99% |
$66.2K - $81.9K
|
4.1K
$455K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-668- 14.75% |
$66.3K - $82K
|
3.86K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-670- 2.91% |
$66.5K - $82.3K
|
22.4K
$2.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-677- 9.7% |
$67.2K - $83.1K
|
6.3K
$698K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-680- 0.34% |
$67.5K - $83.5K
|
198K
$22M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-682- 1.01% |
$67.7K - $83.8K
|
66.6K
$7.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-685- 3.93% |
$68K - $84.1K
|
16.7K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-693- 14.89% |
$68.8K - $85.1K
|
3.96K
$439K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-695- 19.76% |
$69K - $85.4K
|
2.82K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-695- 14.0% |
$69K - $85.4K
|
4.27K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-697- 9.89% |
$69.2K - $85.6K
|
6.35K
$704K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-700- 16.83% |
$69.5K - $86K
|
3.46K
$384K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-700- 27.55% |
$69.5K - $86K
|
1.84K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-700- 0.87% |
$69.5K - $86K
|
79.7K
$8.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-704- 3.66% |
$69.9K - $86.5K
|
18.5K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-711- 63.65% |
$70.6K - $87.3K
|
406
$45K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-712- 0.74% |
$70.7K - $87.4K
|
95.7K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-731- 0.41% |
$72.6K - $89.8K
|
176K
$19.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-735- 2.97% |
$73K - $90.3K
|
24K
$2.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-735- 15.69% |
$73K - $90.3K
|
3.95K
$438K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-738- 0.6% |
$73.3K - $90.6K
|
122K
$13.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-739- 8.45% |
$73.4K - $90.8K
|
8.01K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-743- 2.94% |
$73.8K - $91.3K
|
24.5K
$2.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-743- 13.73% |
$73.8K - $91.3K
|
4.67K
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-750- 2.85% |
$74.5K - $92.1K
|
25.6K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-754- 17.45% |
$74.9K - $92.6K
|
3.57K
$396K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-766- 4.75% |
$76.1K - $94.1K
|
15.4K
$1.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-769- 60.41% |
$76.4K - $94.4K
|
504
$55.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-770- 3.03% |
$76.5K - $94.6K
|
24.7K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-770- 15.88% |
$76.5K - $94.6K
|
4.08K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-781- 4.39% |
$77.5K - $95.9K
|
17K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-786- 1.58% |
$78K - $96.5K
|
48.8K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-789- 1.77% |
$78.3K - $96.9K
|
43.9K
$4.87M
|