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 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.03K- 16.28% |
$88.3K - $102K
|
5.3K
$589K
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.03K- 14.09% |
$88.5K - $102K
|
6.3K
$700K
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.04K- 6.55% |
$88.6K - $102K
|
14.8K
$1.64M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.04K- 11.46% |
$89.2K - $103K
|
8.05K
$894K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.05K- 0.71% |
$89.9K - $104K
|
146K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06K- 3.69% |
$90.6K - $104K
|
27.6K
$3.07M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 7.01% |
$91.1K - $105K
|
14.1K
$1.57M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.07K- 3.22% |
$91.4K - $105K
|
32.1K
$3.56M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.07K- 11.36% |
$91.5K - $105K
|
8.34K
$926K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.07K- 8.45% |
$91.6K - $106K
|
11.6K
$1.29M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.08K- 4.8% |
$92.7K - $107K
|
21.5K
$2.38M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.09K- 4.73% |
$93.3K - $107K
|
22K
$2.44M
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.1K- 30.71% |
$93.8K - $108K
|
2.47K
$275K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 1.12% |
$94.1K - $108K
|
97.1K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-1.1K- 0.45% |
$94.2K - $108K
|
242K
$26.9M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.1K- 40.33% |
$94.2K - $109K
|
1.63K
$181K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-1.11K- 3.82% |
$94.6K - $109K
|
27.8K
$3.09M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.12K- 2.04% |
$95.5K - $110K
|
53.6K
$5.95M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 3.73% |
$95.5K - $110K
|
28.8K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.12K- 15.01% |
$95.8K - $110K
|
6.34K
$704K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.12K- 13.89% |
$96.1K - $111K
|
6.96K
$773K
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.13K- 41.77% |
$96.7K - $111K
|
1.58K
$175K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.14K- 3.81% |
$97.3K - $112K
|
28.7K
$3.19M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.14K- 5.55% |
$97.9K - $113K
|
19.5K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 2.06% |
$98.5K - $114K
|
54.7K
$6.07M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.17K- 6.51% |
$99.7K - $115K
|
16.7K
$1.86M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 4.44% |
$101K - $116K
|
25.4K
$2.82M
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.18K- 6.49% |
$101K - $116K
|
17K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.19K- 4.32% |
$102K - $117K
|
26.4K
$2.93M
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.2K- 15.36% |
$102K - $118K
|
6.59K
$732K
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.2K- 12.19% |
$102K - $118K
|
8.62K
$957K
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.2K- 6.88% |
$103K - $118K
|
16.2K
$1.8M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.2K- 16.76% |
$103K - $119K
|
5.97K
$663K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.22K- 21.52% |
$104K - $120K
|
4.44K
$493K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.22K- 10.68% |
$104K - $120K
|
10.2K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.22K- 23.89% |
$105K - $121K
|
3.9K
$433K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 31.83% |
$106K - $122K
|
2.65K
$294K
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.24K- 14.93% |
$106K - $122K
|
7.05K
$783K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.24K- 2.71% |
$106K - $122K
|
44.6K
$4.96M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.25K- 9.65% |
$107K - $123K
|
11.7K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 16.76% |
$107K - $123K
|
6.21K
$690K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.27K- 8.36% |
$108K - $125K
|
13.9K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.27K- 9.97% |
$109K - $125K
|
11.5K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.27K- 2.15% |
$109K - $125K
|
57.8K
$6.42M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.28K- 18.59% |
$109K - $126K
|
5.58K
$620K
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.28K- 3.5% |
$109K - $126K
|
35.2K
$3.91M
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.3K- 10.9% |
$111K - $128K
|
10.6K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.31K- 24.96% |
$112K - $129K
|
3.92K
$436K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.31K- 28.93% |
$112K - $129K
|
3.21K
$356K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.31K- 18.86% |
$112K - $129K
|
5.62K
$624K
|