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 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.94K- 89.91% |
$252K - $290K
|
330
$36.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.94K- 56.46% |
$252K - $290K
|
2.27K
$252K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.94K- 13.62% |
$252K - $290K
|
18.7K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.95K- 37.6% |
$252K - $291K
|
4.89K
$543K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.96K- 4.42% |
$253K - $292K
|
64K
$7.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-2.97K- 4.29% |
$254K - $293K
|
66.2K
$7.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.98K- 7.28% |
$255K - $294K
|
37.9K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.98K- 7.44% |
$255K - $294K
|
37.1K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.98K- 2.31% |
$255K - $294K
|
126K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.98K- 4.41% |
$255K - $294K
|
64.7K
$7.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-3K- 56.68% |
$257K - $296K
|
2.29K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.26% |
$257K - $296K
|
89.2K
$9.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-3K- 19.12% |
$257K - $296K
|
12.7K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.01K- 39.87% |
$258K - $297K
|
4.55K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.02K- 22.89% |
$258K - $297K
|
10.2K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-3.04K- 3.57% |
$260K - $300K
|
82.2K
$9.13M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.08K- 2.75% |
$264K - $304K
|
109K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.1K- 8.19% |
$266K - $306K
|
34.8K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.11K- 7.01% |
$266K - $307K
|
41.3K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.12K- 18.28% |
$267K - $307K
|
13.9K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.12K- 5.09% |
$267K - $308K
|
58.2K
$6.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.13K- 11.69% |
$268K - $308K
|
23.6K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.14K- 1.54% |
$269K - $309K
|
201K
$22.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.16K- 1.43% |
$270K - $311K
|
218K
$24.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.21K- 48.49% |
$274K - $316K
|
3.4K
$378K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.21K- 11.44% |
$275K - $317K
|
24.9K
$2.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.24K- 36.49% |
$277K - $319K
|
5.64K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 0.98% |
$278K - $320K
|
327K
$36.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.26K- 39.75% |
$279K - $321K
|
4.94K
$548K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.26K- 5.47% |
$279K - $321K
|
56.3K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.28K- 3.93% |
$281K - $324K
|
80.3K
$8.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-3.3K- 34.51% |
$282K - $325K
|
6.25K
$694K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.3K- 2.8% |
$282K - $325K
|
114K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-3.3K- 26.19% |
$282K - $325K
|
9.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.35K- 30.24% |
$286K - $330K
|
7.72K
$857K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.35K- 36.68% |
$287K - $330K
|
5.78K
$642K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.35K- 6.68% |
$287K - $331K
|
46.8K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.35K- 5.92% |
$287K - $331K
|
53.3K
$5.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.37K- 7.41% |
$288K - $332K
|
42.1K
$4.68M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.41K- 4.21% |
$292K - $336K
|
77.4K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 11.26% |
$293K - $338K
|
27K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.43K- 4.09% |
$294K - $338K
|
80.5K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.46K- 99.6% |
$296K - $341K
|
14
$1.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-3.46K- 2.51% |
$296K - $341K
|
134K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.46K- 28.71% |
$296K - $341K
|
8.59K
$954K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.49K- 1.42% |
$299K - $344K
|
242K
$26.9M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.5K- 10.96% |
$300K - $345K
|
28.4K
$3.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.5K- 24.97% |
$300K - $345K
|
10.5K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.55K- 32.57% |
$304K - $350K
|
7.35K
$816K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-3.58K- 8.24% |
$306K - $353K
|
39.8K
$4.42M
|