Purchases and Sales Made in Q4 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.32K+ 18.84% |
$399K - $508K
|
27.2K
$3.09M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.31K+ 11.15% |
$398K - $507K
|
43K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.29KNew |
$397K - $505K
|
4.29K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.29K+ 1.06% |
$397K - $505K
|
408K
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
4.26K+ 48.23% |
$394K - $501K
|
13.1K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.26K+ 29.78% |
$393K - $501K
|
18.6K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23K+ 118.92% |
$391K - $497K
|
7.79K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.22K+ 10.84% |
$390K - $496K
|
43.1K
$4.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.21KNew |
$389K - $496K
|
4.21K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
4.2KNew |
$388K - $494K
|
4.2K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.18KNew |
$386K - $492K
|
4.18K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.18K+ 7.78% |
$386K - $491K
|
57.9K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.13KNew |
$382K - $486K
|
4.13K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.1K+ 13.68% |
$379K - $483K
|
34.1K
$3.87M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.1K+ 32.08% |
$379K - $482K
|
16.9K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.08K+ 6.17% |
$377K - $480K
|
70.2K
$7.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
4.08KNew |
$377K - $480K
|
4.08K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.08KNew |
$377K - $480K
|
4.08K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.06K+ 4.05% |
$375K - $477K
|
104K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.05K+ 56.15% |
$374K - $476K
|
11.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.03KNew |
$373K - $474K
|
4.03K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
4.01K+ 3.44% |
$370K - $472K
|
121K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4KNew |
$370K - $471K
|
4K
$455K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.98KNew |
$367K - $468K
|
3.98K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.95KNew |
$365K - $464K
|
3.95K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.94K+ 24.16% |
$364K - $463K
|
20.2K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.92KNew |
$362K - $461K
|
3.92K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 2.54% |
$361K - $459K
|
158K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
3.9KNew |
$360K - $459K
|
3.9K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.89KNew |
$359K - $457K
|
3.89K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.87KNew |
$357K - $455K
|
3.87K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.86K+ 225.51% |
$357K - $454K
|
5.58K
$633K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.85K+ 7.29% |
$356K - $453K
|
56.7K
$6.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.84K+ 130.16% |
$355K - $452K
|
6.79K
$772K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
3.83KNew |
$354K - $451K
|
3.83K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.83K+ 7.8% |
$354K - $450K
|
52.9K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
3.82KNew |
$353K - $449K
|
3.82K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.81K+ 0.06% |
$352K - $448K
|
5.92M
$672M
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
3.8KNew |
$351K - $447K
|
3.8K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.78KNew |
$349K - $445K
|
3.78K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$349K - $444K
|
3.78K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.75KNew |
$346K - $441K
|
3.75K
$426K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.7K+ 1.87% |
$342K - $435K
|
201K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.69K+ 13.59% |
$341K - $434K
|
30.8K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.67KNew |
$339K - $431K
|
3.67K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.66KNew |
$338K - $430K
|
3.66K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.64K+ 72.54% |
$337K - $428K
|
8.67K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.64K+ 2.98% |
$336K - $428K
|
126K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.63KNew |
$336K - $427K
|
3.63K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.62K+ 408.58% |
$334K - $426K
|
4.51K
$512K
|