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 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-294- 3.69% |
$27.2K - $34.6K
|
7.67K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-295- 4.67% |
$27.3K - $34.7K
|
6.02K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-295- 3.43% |
$27.3K - $34.7K
|
8.32K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-296- 6.24% |
$27.3K - $34.8K
|
4.44K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-298- 3.18% |
$27.5K - $35K
|
9.08K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-299- 5.21% |
$27.6K - $35.2K
|
5.44K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 8.69% |
$27.7K - $35.3K
|
3.15K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 3.84% |
$27.7K - $35.3K
|
7.5K
$848K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-300- 0.7% |
$27.7K - $35.3K
|
42.7K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-300- 12.82% |
$27.7K - $35.3K
|
2.04K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-300- 7.89% |
$27.7K - $35.3K
|
3.5K
$396K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-301- 1.14% |
$27.8K - $35.4K
|
26K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-303- 5.53% |
$28K - $35.6K
|
5.17K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-304- 4.12% |
$28.1K - $35.8K
|
7.08K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-305- 3.6% |
$28.2K - $35.9K
|
8.18K
$925K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-307- 16.12% |
$28.4K - $36.1K
|
1.6K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-307- 10.16% |
$28.4K - $36.1K
|
2.72K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-307- 0.24% |
$28.4K - $36.1K
|
129K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-308- 11.2% |
$28.5K - $36.2K
|
2.44K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-316- 9.08% |
$29.2K - $37.2K
|
3.17K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 12.64% |
$29.2K - $37.2K
|
2.18K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-316- 3.84% |
$29.2K - $37.2K
|
7.91K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-317- 1.68% |
$29.3K - $37.3K
|
18.6K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-321- 2.33% |
$29.7K - $37.7K
|
13.5K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-323- 0.66% |
$29.8K - $38K
|
49K
$5.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-324- 11.03% |
$29.9K - $38.1K
|
2.61K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-332- 4.74% |
$30.7K - $39K
|
6.67K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-339- 50.07% |
$31.3K - $39.9K
|
338
$38.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-341- 4.08% |
$31.5K - $40.1K
|
8.01K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-346- 0.04% |
$32K - $40.7K
|
794K
$89.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 10.03% |
$32.1K - $40.8K
|
3.11K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-347- 15.39% |
$32.1K - $40.8K
|
1.91K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-350- 2.04% |
$32.3K - $41.2K
|
16.8K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-355- 8.3% |
$32.8K - $41.7K
|
3.92K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-356- 5.72% |
$32.9K - $41.9K
|
5.87K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-356- 1.37% |
$32.9K - $41.9K
|
25.5K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-367- 0.72% |
$33.9K - $43.2K
|
50.3K
$5.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.8% |
$34.6K - $44.1K
|
9.49K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-375- 1.6% |
$34.6K - $44.1K
|
23K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-378- 4.13% |
$34.9K - $44.5K
|
8.77K
$992K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-382- 16.02% |
$35.3K - $44.9K
|
2K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-382- 1.06% |
$35.3K - $44.9K
|
35.7K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-387- 7.84% |
$35.8K - $45.5K
|
4.55K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-398- 1.71% |
$36.8K - $46.8K
|
22.8K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 8.16% |
$37K - $47K
|
4.5K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.14% |
$37K - $47K
|
18.3K
$2.07M
|