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 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$168K - $214K
|
1.82K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.81KNew |
$167K - $213K
|
1.81K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.81KNew |
$167K - $212K
|
1.81K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.8KNew |
$167K - $212K
|
1.8K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.8K+ 60.0% |
$166K - $212K
|
4.8K
$581K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.8K+ 7.88% |
$166K - $211K
|
24.6K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79K+ 4.9% |
$166K - $211K
|
38.4K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
1.75K+ 8.99% |
$162K - $206K
|
21.3K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.75K+ 64.09% |
$162K - $206K
|
4.48K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.75K+ 19.38% |
$162K - $206K
|
10.8K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.73K+ 6.88% |
$159K - $203K
|
26.8K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.73K+ 11.67% |
$159K - $203K
|
16.5K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.72K+ 10.23% |
$159K - $203K
|
18.6K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.71KNew |
$158K - $201K
|
1.71K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
1.7KNew |
$157K - $200K
|
1.7K
$206K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.7K+ 3.43% |
$157K - $200K
|
51.3K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.7KNew |
$157K - $200K
|
1.7K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.7K+ 1.35% |
$157K - $200K
|
127K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 1.55% |
$157K - $199K
|
111K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.72% |
$156K - $199K
|
47.2K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.69K+ 2.1% |
$156K - $199K
|
82.3K
$9.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.67K+ 1.82% |
$155K - $197K
|
93.7K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.64K+ 4.02% |
$151K - $193K
|
42.4K
$5.13M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$151K - $192K
|
1.64K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.58K+ 18.4% |
$146K - $186K
|
10.2K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57K+ 15.06% |
$145K - $185K
|
12K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.57K+ 4.87% |
$145K - $185K
|
33.8K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.56K+ 3.13% |
$144K - $183K
|
51.2K
$6.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.52K+ 12.16% |
$141K - $179K
|
14K
$1.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 8.46% |
$140K - $178K
|
19.4K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.51K+ 16.84% |
$140K - $178K
|
10.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.51K+ 9.25% |
$139K - $177K
|
17.8K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 8.33% |
$139K - $177K
|
19.6K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.51K+ 8.91% |
$139K - $177K
|
18.4K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 1.71% |
$139K - $176K
|
89.1K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.5K+ 0.79% |
$138K - $176K
|
191K
$23.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.5KNew |
$138K - $176K
|
1.5K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 8.64% |
$138K - $175K
|
18.8K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.48K+ 1.4% |
$137K - $174K
|
107K
$13M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.47KNew |
$136K - $173K
|
1.47K
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.46K+ 10.54% |
$135K - $172K
|
15.4K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$135K - $172K
|
1.46K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 2.62% |
$134K - $171K
|
56.9K
$6.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
1.45KNew |
$134K - $171K
|
1.45K
$176K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.44K+ 22.19% |
$133K - $170K
|
7.95K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 5.9% |
$133K - $170K
|
25.9K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 3.95% |
$132K - $168K
|
37.6K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.03% |
$132K - $167K
|
29.7K
$3.6M
|