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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
94+ 0.98% |
$8.68K - $11.1K
|
9.66K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
93+ 2.8% |
$8.59K - $10.9K
|
3.41K
$386K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
92+ 1.1% |
$8.5K - $10.8K
|
8.48K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
92+ 0.58% |
$8.5K - $10.8K
|
15.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92+ 2.72% |
$8.5K - $10.8K
|
3.47K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
92+ 1.06% |
$8.5K - $10.8K
|
8.73K
$987K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.18% |
$8.32K - $10.6K
|
48.8K
$5.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90New |
$8.32K - $10.6K
|
90
$10.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
89+ 1.98% |
$8.22K - $10.5K
|
4.58K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
85+ 1.5% |
$7.85K - $10K
|
5.74K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
85+ 1.14% |
$7.85K - $10K
|
7.55K
$853K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
85+ 0.39% |
$7.85K - $10K
|
21.9K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
84+ 1.98% |
$7.76K - $9.88K
|
4.32K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82+ 3.11% |
$7.58K - $9.64K
|
2.72K
$307K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
81+ 3.61% |
$7.48K - $9.53K
|
2.33K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
81+ 2.31% |
$7.48K - $9.53K
|
3.59K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80+ 0.93% |
$7.39K - $9.41K
|
8.64K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
80+ 1.69% |
$7.39K - $9.41K
|
4.81K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
77+ 2.66% |
$7.11K - $9.06K
|
2.97K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
77+ 4.3% |
$7.11K - $9.06K
|
1.87K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$646K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
70+ 2.83% |
$6.47K - $8.23K
|
2.54K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 10.09% |
$6.47K - $8.23K
|
764
$86.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
70+ 0.89% |
$6.47K - $8.23K
|
7.91K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
65+ 0.39% |
$6.01K - $7.64K
|
16.9K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64+ 10.65% |
$5.91K - $7.53K
|
665
$75.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
63+ 0.47% |
$5.82K - $7.41K
|
13.5K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
58+ 2.38% |
$5.36K - $6.82K
|
2.49K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.47% |
$5.08K - $6.47K
|
11.8K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
54+ 1.34% |
$4.99K - $6.35K
|
4.08K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51+ 1.81% |
$4.71K - $6K
|
2.88K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 4.84% |
$4.62K - $5.88K
|
1.08K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 4.55% |
$4.43K - $5.64K
|
1.1K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
48+ 6.52% |
$4.43K - $5.64K
|
784
$88.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.69% |
$4.34K - $5.53K
|
6.91K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
46+ 1.39% |
$4.25K - $5.41K
|
3.37K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
41+ 1.62% |
$3.79K - $4.82K
|
2.57K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
38New |
$3.51K - $4.47K
|
38
$4.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
37+ 0.51% |
$3.42K - $4.35K
|
7.25K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.78% |
$3.33K - $4.23K
|
4.65K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$3.96K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33+ 1.22% |
$3.05K - $3.88K
|
2.75K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.61% |
$2.96K - $3.76K
|
5.29K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32+ 0.94% |
$2.96K - $3.76K
|
3.44K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.29% |
$2.96K - $3.76K
|
11.1K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 3.17% |
$2.86K - $3.65K
|
1.01K
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
31+ 0.12% |
$2.86K - $3.65K
|
25.6K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 3.27% |
$2.77K - $3.53K
|
948
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
26+ 0.45% |
$2.4K - $3.06K
|
5.79K
$654K
|