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 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.17K- 17.42% |
$116K - $143K
|
5.53K
$625K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.17K- 2.05% |
$117K - $144K
|
56.1K
$6.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.18K- 6.11% |
$118K - $145K
|
18.2K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.19K- 18.55% |
$118K - $146K
|
5.22K
$590K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.19K- 19.98% |
$118K - $147K
|
4.78K
$540K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 4.03% |
$119K - $147K
|
28.5K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.2K- 23.08% |
$119K - $147K
|
3.99K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.2K- 16.56% |
$119K - $147K
|
6.04K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-1.2K- 0.16% |
$119K - $147K
|
749K
$84.6M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-1.21K- 3.45% |
$120K - $148K
|
33.7K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.21K- 5.41% |
$120K - $148K
|
21.1K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 34.01% |
$121K - $149K
|
2.36K
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.22K- 7.07% |
$121K - $150K
|
16.1K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.22K- 2.87% |
$121K - $150K
|
41.3K
$4.67M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23K- 1.03% |
$122K - $151K
|
118K
$13.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.23K- 35.38% |
$122K - $151K
|
2.25K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.25K- 1.43% |
$124K - $153K
|
86K
$9.73M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.25K- 26.43% |
$124K - $154K
|
3.48K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 15.49% |
$126K - $156K
|
6.92K
$782K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.28K- 28.79% |
$127K - $157K
|
3.16K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.29K- 3.56% |
$128K - $158K
|
34.9K
$3.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.29K- 2.87% |
$128K - $158K
|
43.6K
$4.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.3K- 17.86% |
$129K - $160K
|
5.99K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.31K- 1.86% |
$130K - $161K
|
69.1K
$7.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.32K- 37.59% |
$131K - $162K
|
2.19K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.34K- 0.81% |
$133K - $164K
|
164K
$18.6M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.34K- 35.13% |
$133K - $165K
|
2.48K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.35K- 24.57% |
$134K - $165K
|
4.13K
$467K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-1.35K- 9.5% |
$134K - $166K
|
12.9K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.35K- 1.75% |
$134K - $166K
|
75.7K
$8.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.36K- 5.82% |
$135K - $167K
|
22K
$2.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 1.28% |
$136K - $169K
|
106K
$12M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.38K- 18.69% |
$137K - $169K
|
5.98K
$676K
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-1.39K- 10.36% |
$138K - $171K
|
12K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.39K- 6.22% |
$138K - $171K
|
21K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.39K- 1.33% |
$138K - $171K
|
103K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.41K- 5.81% |
$140K - $173K
|
22.8K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1.42K- 1.43% |
$141K - $174K
|
97.4K
$11M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.42K- 1.31% |
$141K - $174K
|
106K
$12M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.42K- 21.18% |
$141K - $174K
|
5.28K
$597K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.45K- 23.42% |
$143K - $177K
|
4.73K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-1.45K- 4.49% |
$144K - $178K
|
30.8K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 22.18% |
$144K - $178K
|
5.08K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.45K- 29.94% |
$144K - $178K
|
3.39K
$384K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.47K- 1.59% |
$146K - $180K
|
90.7K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.47K- 1.48% |
$146K - $180K
|
97.7K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.47K- 27.28% |
$146K - $180K
|
3.92K
$443K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.47K- 36.07% |
$146K - $181K
|
2.61K
$295K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.47K- 16.21% |
$146K - $181K
|
7.61K
$860K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.48K- 6.27% |
$147K - $182K
|
22.2K
$2.5M
|