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 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5- 0.14% |
$462 - $588
|
3.57K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$554 - $706
|
12.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$647 - $823
|
3.4K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 4.57% |
$739 - $941
|
167
$18.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9- 1.17% |
$832 - $1.06K
|
759
$85.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.75% |
$832 - $1.06K
|
1.19K
$135K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-9- 0.29% |
$832 - $1.06K
|
3.14K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.46% |
$924 - $1.18K
|
2.15K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-10- 0.12% |
$924 - $1.18K
|
8.21K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-11- 0.41% |
$1.02K - $1.29K
|
2.65K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.31% |
$1.11K - $1.41K
|
3.82K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.41K
|
2.15K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-13- 0.58% |
$1.2K - $1.53K
|
2.22K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.34% |
$1.2K - $1.53K
|
3.77K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-15- 0.59% |
$1.39K - $1.76K
|
2.54K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$1.39K - $1.76K
|
19.6K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-15- 0.4% |
$1.39K - $1.76K
|
3.77K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-16- 0.07% |
$1.48K - $1.88K
|
23.4K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.34% |
$1.76K - $2.23K
|
5.65K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.43% |
$1.85K - $2.35K
|
4.6K
$520K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25Closed |
$2.31K - $2.94K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-25- 0.28% |
$2.31K - $2.94K
|
8.88K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-25- 0.56% |
$2.31K - $2.94K
|
4.42K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-26- 1.28% |
$2.4K - $3.06K
|
2K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-28- 1.84% |
$2.59K - $3.29K
|
1.49K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 6.59% |
$2.68K - $3.41K
|
411
$46.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-29- 0.13% |
$2.68K - $3.41K
|
22.1K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-30- 0.19% |
$2.77K - $3.53K
|
15.8K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-33- 0.89% |
$3.05K - $3.88K
|
3.68K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-34- 0.19% |
$3.14K - $4K
|
17.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35- 5.35% |
$3.23K - $4.12K
|
619
$70K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 2.21% |
$3.51K - $4.47K
|
1.69K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 0.37% |
$3.6K - $4.59K
|
10.6K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 0.95% |
$3.6K - $4.59K
|
4.07K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 0.22% |
$3.7K - $4.7K
|
18.5K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-40- 1.44% |
$3.7K - $4.7K
|
2.74K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 1.35% |
$3.88K - $4.94K
|
3.08K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 1.31% |
$4.62K - $5.88K
|
3.78K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-50- 9.03% |
$4.62K - $5.88K
|
504
$57K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-50- 1.14% |
$4.62K - $5.88K
|
4.34K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-50- 6.17% |
$4.62K - $5.88K
|
761
$86K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.11% |
$4.8K - $6.12K
|
45.4K
$5.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-54- 9.38% |
$4.99K - $6.35K
|
522
$59K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-54- 2.67% |
$4.99K - $6.35K
|
1.97K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-54- 0.46% |
$4.99K - $6.35K
|
11.8K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-57- 16.67% |
$5.27K - $6.7K
|
285
$32.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-57- 49.14% |
$5.27K - $6.7K
|
59
$6.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-57- 0.72% |
$5.27K - $6.7K
|
7.84K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-58- 0.07% |
$5.36K - $6.82K
|
88.2K
$9.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-62- 0.68% |
$5.73K - $7.29K
|
9.02K
$1.02M
|