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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-363- 3.33% |
$31.1K - $35.8K
|
10.5K
$1.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-364- 2.79% |
$31.2K - $35.9K
|
12.7K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-364- 67.53% |
$31.2K - $35.9K
|
175
$19.4K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-367- 4.08% |
$31.4K - $36.2K
|
8.63K
$958K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-368- 5.35% |
$31.5K - $36.3K
|
6.51K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-368- 2.02% |
$31.5K - $36.3K
|
17.8K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-370- 1.51% |
$31.7K - $36.5K
|
24.1K
$2.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-370- 2.58% |
$31.7K - $36.5K
|
14K
$1.55M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-370- 2.93% |
$31.7K - $36.5K
|
12.3K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-373- 13.74% |
$31.9K - $36.8K
|
2.34K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-374- 4.24% |
$32K - $36.9K
|
8.44K
$938K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-374- 7.84% |
$32K - $36.9K
|
4.4K
$488K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-380- 15.0% |
$32.5K - $37.5K
|
2.15K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-380- 15.45% |
$32.5K - $37.5K
|
2.08K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-384- 2.53% |
$32.9K - $37.9K
|
14.8K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-388- 3.48% |
$33.2K - $38.3K
|
10.8K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-389- 13.59% |
$33.3K - $38.4K
|
2.47K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-389- 13.52% |
$33.3K - $38.4K
|
2.49K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-390- 0.15% |
$33.4K - $38.5K
|
254K
$28.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-394- 1.0% |
$33.7K - $38.9K
|
39K
$4.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-396- 1.57% |
$33.9K - $39K
|
24.8K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-396- 0.79% |
$33.9K - $39K
|
50K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-396- 3.47% |
$33.9K - $39K
|
11K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-397- 6.19% |
$34K - $39.1K
|
6.02K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-401- 10.05% |
$34.3K - $39.5K
|
3.59K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-402- 2.87% |
$34.4K - $39.6K
|
13.6K
$1.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-402- 2.37% |
$34.4K - $39.6K
|
16.6K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-402- 7.69% |
$34.4K - $39.6K
|
4.82K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-402- 0.43% |
$34.4K - $39.6K
|
93.8K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-405- 2.62% |
$34.7K - $39.9K
|
15K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-406- 10.7% |
$34.8K - $40K
|
3.39K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-407- 9.53% |
$34.8K - $40.1K
|
3.86K
$429K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-408- 2.98% |
$34.9K - $40.2K
|
13.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-408- 3.26% |
$34.9K - $40.2K
|
12.1K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-410- 6.61% |
$35.1K - $40.4K
|
5.8K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-414- 11.19% |
$35.4K - $40.8K
|
3.29K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-416- 6.08% |
$35.6K - $41K
|
6.43K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-418- 5.87% |
$35.8K - $41.2K
|
6.7K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-419- 11.89% |
$35.9K - $41.3K
|
3.11K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-420- 13.32% |
$36K - $41.4K
|
2.73K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-420- 3.38% |
$36K - $41.4K
|
12K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-421- 5.16% |
$36K - $41.5K
|
7.73K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-421- 2.37% |
$36K - $41.5K
|
17.3K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-423- 0.5% |
$36.2K - $41.7K
|
84.1K
$9.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-427- 2.68% |
$36.6K - $42.1K
|
15.5K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-437- 13.38% |
$37.4K - $43.1K
|
2.83K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-438- 9.85% |
$37.5K - $43.2K
|
4.01K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-439- 11.9% |
$37.6K - $43.3K
|
3.25K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-440- 14.27% |
$37.7K - $43.4K
|
2.64K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-440- 5.53% |
$37.7K - $43.4K
|
7.52K
$834K
|