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 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
420+ 3.58% |
$38.8K - $49.4K
|
12.2K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
420New |
$38.8K - $49.4K
|
420
$46.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
408+ 0.95% |
$37.7K - $48K
|
43.3K
$4.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
401+ 0.88% |
$37K - $47.2K
|
46.1K
$5.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400+ 1111.11% |
$37K - $47K
|
436
$48.3K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 3.67% |
$36.8K - $46.8K
|
11.2K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
398New |
$36.8K - $46.8K
|
398
$44.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
397+ 4.07% |
$36.7K - $46.7K
|
10.2K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
391+ 5.04% |
$36.1K - $46K
|
8.15K
$903K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
389+ 5.61% |
$35.9K - $45.7K
|
7.32K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
389+ 9.59% |
$35.9K - $45.7K
|
4.45K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386+ 1.28% |
$35.7K - $45.4K
|
30.5K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
382New |
$35.3K - $44.9K
|
382
$42.3K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
380+ 17.31% |
$35.1K - $44.7K
|
2.58K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
375+ 6.32% |
$34.6K - $44.1K
|
6.31K
$699K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
372+ 1.22% |
$34.4K - $43.7K
|
30.8K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
370+ 1.22% |
$34.2K - $43.5K
|
30.6K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
370+ 8.92% |
$34.2K - $43.5K
|
4.52K
$501K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
368+ 1.54% |
$34K - $43.3K
|
24.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
368+ 13.8% |
$34K - $43.3K
|
3.03K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 1.44% |
$33.5K - $42.7K
|
25.5K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
355+ 20.43% |
$32.8K - $41.7K
|
2.09K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
353+ 0.92% |
$32.6K - $41.5K
|
38.5K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
352+ 5.14% |
$32.5K - $41.4K
|
7.2K
$799K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
352+ 1.53% |
$32.5K - $41.4K
|
23.4K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
350New |
$32.3K - $41.2K
|
350
$38.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
346+ 12.66% |
$32K - $40.7K
|
3.08K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
342+ 7.19% |
$31.6K - $40.2K
|
5.1K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
342+ 14.79% |
$31.6K - $40.2K
|
2.66K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
342+ 3.73% |
$31.6K - $40.2K
|
9.52K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
341+ 4.54% |
$31.5K - $40.1K
|
7.86K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
337+ 5.44% |
$31.1K - $39.6K
|
6.53K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.02% |
$31K - $39.5K
|
33.4K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
336+ 5.58% |
$31K - $39.5K
|
6.36K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
334+ 8.93% |
$30.9K - $39.3K
|
4.08K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
331+ 4.55% |
$30.6K - $38.9K
|
7.61K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
325+ 1.79% |
$30K - $38.2K
|
18.5K
$2.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
325+ 5.42% |
$30K - $38.2K
|
6.32K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$29K - $36.9K
|
314
$34.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
309+ 6.49% |
$28.5K - $36.3K
|
5.07K
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
309+ 5.31% |
$28.5K - $36.3K
|
6.13K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
308+ 2.34% |
$28.5K - $36.2K
|
13.5K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
308+ 2.18% |
$28.5K - $36.2K
|
14.4K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
305+ 0.42% |
$28.2K - $35.9K
|
72.2K
$8M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
304+ 4.97% |
$28.1K - $35.8K
|
6.43K
$712K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
302+ 0.78% |
$27.9K - $35.5K
|
38.8K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
302New |
$27.9K - $35.5K
|
302
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
299+ 2.61% |
$27.6K - $35.2K
|
11.7K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
297+ 10.91% |
$27.4K - $34.9K
|
3.02K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
293+ 5.22% |
$27.1K - $34.5K
|
5.9K
$654K
|