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 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.94KNew |
$272K - $346K
|
2.94K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.91K+ 1.34% |
$269K - $342K
|
220K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.91K+ 23.11% |
$269K - $342K
|
15.5K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.9K+ 25.47% |
$268K - $341K
|
14.3K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.88KNew |
$266K - $339K
|
2.88K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.88KNew |
$266K - $338K
|
2.88K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
2.87KNew |
$265K - $337K
|
2.87K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.86K+ 2.67% |
$264K - $336K
|
110K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.86K+ 8.81% |
$264K - $336K
|
35.3K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.85KNew |
$263K - $335K
|
2.85K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.84K+ 3.01% |
$263K - $334K
|
97.2K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.84KNew |
$262K - $334K
|
2.84K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.81KNew |
$260K - $331K
|
2.81K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.81K+ 105.84% |
$260K - $330K
|
5.47K
$621K
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.81K+ 2.53% |
$259K - $330K
|
114K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.8K+ 2.16% |
$258K - $329K
|
132K
$15M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$254K - $324K
|
2.75K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.75K+ 10.22% |
$254K - $324K
|
29.7K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.74KNew |
$253K - $322K
|
2.74K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.72K+ 1.14% |
$252K - $320K
|
242K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
2.72K+ 0.17% |
$252K - $320K
|
1.59M
$181M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.71KNew |
$250K - $319K
|
2.71K
$308K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
2.7KNew |
$249K - $317K
|
2.7K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.68K+ 6.47% |
$248K - $316K
|
44.1K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.67K+ 1.09% |
$247K - $314K
|
248K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
2.67KNew |
$247K - $314K
|
2.67K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.67KNew |
$246K - $313K
|
2.67K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.66K+ 15.42% |
$246K - $313K
|
19.9K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.65KNew |
$245K - $312K
|
2.65K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.65KNew |
$244K - $311K
|
2.65K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.64KNew |
$244K - $310K
|
2.64K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.64K+ 34.71% |
$244K - $310K
|
10.2K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.63KNew |
$243K - $309K
|
2.63K
$299K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.61K+ 7.67% |
$241K - $307K
|
36.6K
$4.16M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.59KNew |
$239K - $304K
|
2.59K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.57KNew |
$237K - $302K
|
2.57K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.56KNew |
$237K - $301K
|
2.56K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 3.84% |
$236K - $301K
|
69.1K
$7.85M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.49KNew |
$230K - $292K
|
2.49K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48K+ 31.25% |
$229K - $291K
|
10.4K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 3.63% |
$229K - $291K
|
70.6K
$8.02M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.47K+ 3.34% |
$228K - $291K
|
76.3K
$8.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.46KNew |
$228K - $290K
|
2.46K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.45KNew |
$226K - $288K
|
2.45K
$278K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.44K+ 5.32% |
$225K - $287K
|
48.3K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.44K+ 16.69% |
$225K - $287K
|
17.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.43KNew |
$224K - $285K
|
2.43K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.41K+ 6.04% |
$222K - $283K
|
42.2K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.41K+ 8.43% |
$222K - $283K
|
31K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.4KNew |
$222K - $282K
|
2.4K
$273K
|