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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-680- 1.06% |
$58.2K - $67.1K
|
63.5K
$7.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-680- 16.44% |
$58.2K - $67.1K
|
3.46K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-683- 0.73% |
$58.5K - $67.4K
|
92.5K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-686- 6.84% |
$58.7K - $67.6K
|
9.34K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-689- 8.4% |
$59K - $67.9K
|
7.52K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-691- 79.06% |
$59.1K - $68.1K
|
183
$20.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-692- 16.06% |
$59.2K - $68.2K
|
3.62K
$402K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-692- 2.5% |
$59.2K - $68.2K
|
26.9K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-694- 1.58% |
$59.4K - $68.4K
|
43.2K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-696- 8.29% |
$59.6K - $68.6K
|
7.7K
$855K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-700- 9.4% |
$59.9K - $69K
|
6.75K
$750K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-700- 48.24% |
$59.9K - $69K
|
751
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-701- 8.86% |
$60K - $69.1K
|
7.21K
$800K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-703- 2.48% |
$60.2K - $69.3K
|
27.6K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-709- 9.85% |
$60.7K - $69.9K
|
6.49K
$721K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 8.17% |
$60.8K - $70K
|
7.98K
$886K
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-713- 19.78% |
$61K - $70.3K
|
2.89K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-714- 20.61% |
$61.1K - $70.4K
|
2.75K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-714- 4.54% |
$61.1K - $70.4K
|
15K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-719- 1.23% |
$61.5K - $70.9K
|
57.8K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-723- 22.18% |
$61.9K - $71.3K
|
2.54K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-725- 7.94% |
$62.1K - $71.5K
|
8.41K
$934K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-734- 9.26% |
$62.8K - $72.4K
|
7.19K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-735- 1.36% |
$62.9K - $72.5K
|
53.3K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-735- 3.68% |
$62.9K - $72.5K
|
19.3K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-741- 2.23% |
$63.4K - $73.1K
|
32.5K
$3.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-754- 16.69% |
$64.5K - $74.4K
|
3.76K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-762- 4.42% |
$65.2K - $75.1K
|
16.5K
$1.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-771- 2.42% |
$66K - $76K
|
31.2K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-775- 11.01% |
$66.3K - $76.4K
|
6.26K
$695K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-777- 6.57% |
$66.5K - $76.6K
|
11K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-787- 8.27% |
$67.4K - $77.6K
|
8.73K
$969K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-788- 16.74% |
$67.5K - $77.7K
|
3.92K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-797- 7.25% |
$68.2K - $78.6K
|
10.2K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-800- 0.15% |
$68.5K - $78.9K
|
516K
$57.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-805- 6.6% |
$68.9K - $79.4K
|
11.4K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-814- 17.23% |
$69.7K - $80.3K
|
3.91K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-820- 1.45% |
$70.2K - $80.9K
|
55.9K
$6.21M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-821- 25.83% |
$70.3K - $81K
|
2.36K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-822- 16.7% |
$70.4K - $81.1K
|
4.1K
$455K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-822- 6.32% |
$70.4K - $81.1K
|
12.2K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-827- 5.87% |
$70.8K - $81.6K
|
13.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-829- 15.59% |
$71K - $81.7K
|
4.49K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-833- 17.82% |
$71.3K - $82.1K
|
3.84K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-837- 25.13% |
$71.6K - $82.5K
|
2.49K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-840- 13.7% |
$71.9K - $82.8K
|
5.29K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-850- 11.16% |
$72.8K - $83.8K
|
6.77K
$751K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-852- 19.54% |
$72.9K - $84K
|
3.51K
$390K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-853- 4.44% |
$73K - $84.1K
|
18.4K
$2.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-854- 17.13% |
$73.1K - $84.2K
|
4.13K
$459K
|