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 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 0.78% |
$17.4K - $22.1K
|
23.9K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-188- 4.8% |
$17.4K - $22.1K
|
3.73K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-190- 2.43% |
$17.6K - $22.3K
|
7.62K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-194- 64.45% |
$17.9K - $22.8K
|
107
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-194- 2.51% |
$17.9K - $22.8K
|
7.55K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-194- 2.0% |
$17.9K - $22.8K
|
9.49K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-198- 7.53% |
$18.3K - $23.3K
|
2.43K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-199- 3.81% |
$18.4K - $23.4K
|
5.03K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-200- 8.75% |
$18.5K - $23.5K
|
2.09K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-200- 1.91% |
$18.5K - $23.5K
|
10.3K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 1.35% |
$18.5K - $23.5K
|
14.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-200- 3.93% |
$18.5K - $23.5K
|
4.88K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-203- 7.52% |
$18.8K - $23.9K
|
2.5K
$282K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-208- 8.82% |
$19.2K - $24.5K
|
2.15K
$243K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-210- 2.91% |
$19.4K - $24.7K
|
7.02K
$793K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-210- 0.66% |
$19.4K - $24.7K
|
31.5K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-213- 6.29% |
$19.7K - $25K
|
3.18K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-215- 0.94% |
$19.9K - $25.3K
|
22.6K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-215- 2.02% |
$19.9K - $25.3K
|
10.4K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-217- 3.43% |
$20K - $25.5K
|
6.11K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-221- 22.48% |
$20.4K - $26K
|
762
$86.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-225- 1.63% |
$20.8K - $26.5K
|
13.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-225- 9.51% |
$20.8K - $26.5K
|
2.14K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-227- 3.28% |
$21K - $26.7K
|
6.69K
$757K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-229- 3.7% |
$21.2K - $26.9K
|
5.96K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-229- 2.36% |
$21.2K - $26.9K
|
9.48K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-230- 2.87% |
$21.2K - $27K
|
7.79K
$881K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-233- 45.07% |
$21.5K - $27.4K
|
284
$32.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-236- 5.97% |
$21.8K - $27.8K
|
3.71K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-237- 6.33% |
$21.9K - $27.9K
|
3.51K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-238- 0.73% |
$22K - $28K
|
32.6K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-239- 6.42% |
$22.1K - $28.1K
|
3.49K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-242- 3.4% |
$22.4K - $28.5K
|
6.87K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-244- 8.62% |
$22.5K - $28.7K
|
2.59K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-245- 9.25% |
$22.6K - $28.8K
|
2.41K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-246- 1.06% |
$22.7K - $28.9K
|
23K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-250- 5.98% |
$23.1K - $29.4K
|
3.93K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-250- 9.33% |
$23.1K - $29.4K
|
2.43K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-253- 7.21% |
$23.4K - $29.8K
|
3.26K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-254- 6.76% |
$23.5K - $29.9K
|
3.51K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-254- 2.41% |
$23.5K - $29.9K
|
10.3K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-255- 8.73% |
$23.6K - $30K
|
2.67K
$302K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-255- 0.84% |
$23.6K - $30K
|
30K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 7.53% |
$23.8K - $30.3K
|
3.17K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-260- 9.27% |
$24K - $30.6K
|
2.55K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-266- 3.81% |
$24.6K - $31.3K
|
6.72K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-267- 7.38% |
$24.7K - $31.4K
|
3.35K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-272- 3.91% |
$25.1K - $32K
|
6.68K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-272- 0.81% |
$25.1K - $32K
|
33.5K
$3.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-293- 0.7% |
$27.1K - $34.5K
|
41.5K
$4.69M
|