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 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 0.82% |
$37K - $47K
|
48.3K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 12.4% |
$37K - $47K
|
2.83K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-400- 46.24% |
$37K - $47K
|
465
$52.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-404- 5.84% |
$37.3K - $47.5K
|
6.52K
$737K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-408- 7.67% |
$37.7K - $48K
|
4.91K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-410- 4.43% |
$37.9K - $48.2K
|
8.84K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-416- 2.76% |
$38.4K - $48.9K
|
14.7K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-418- 18.75% |
$38.6K - $49.2K
|
1.81K
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-419- 2.05% |
$38.7K - $49.3K
|
20K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-419- 3.64% |
$38.7K - $49.3K
|
11.1K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-420- 1.35% |
$38.8K - $49.4K
|
30.6K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-421- 3.6% |
$38.9K - $49.5K
|
11.3K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-437- 2.28% |
$40.4K - $51.4K
|
18.7K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-438- 17.9% |
$40.5K - $51.5K
|
2.01K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-444- 7.66% |
$41K - $52.2K
|
5.35K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-446- 17.98% |
$41.2K - $52.4K
|
2.03K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-450- 10.42% |
$41.6K - $52.9K
|
3.87K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-454- 4.06% |
$41.9K - $53.4K
|
10.7K
$1.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-460- 1.5% |
$42.5K - $54.1K
|
30.1K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-472- 20.58% |
$43.6K - $55.5K
|
1.82K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-476- 3.78% |
$44K - $56K
|
12.1K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-477- 6.64% |
$44.1K - $56.1K
|
6.71K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-486- 4.19% |
$44.9K - $57.2K
|
11.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.49% |
$45.3K - $57.6K
|
3.77K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-493- 2.73% |
$45.5K - $58K
|
17.6K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-500- 1.96% |
$46.2K - $58.8K
|
25K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 33.09% |
$46.2K - $58.8K
|
1.01K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-502- 1.39% |
$46.4K - $59K
|
35.6K
$4.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-505- 4.3% |
$46.7K - $59.4K
|
11.2K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-505- 4.32% |
$46.7K - $59.4K
|
11.2K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-506- 7.56% |
$46.7K - $59.5K
|
6.19K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-508- 10.53% |
$46.9K - $59.7K
|
4.32K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 18.98% |
$49.2K - $62.6K
|
2.27K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-537- 2.47% |
$49.6K - $63.2K
|
21.2K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-551- 4.32% |
$50.9K - $64.8K
|
12.2K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-552- 4.31% |
$51K - $64.9K
|
12.3K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 12.32% |
$51.7K - $65.9K
|
3.99K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-565- 0.87% |
$52.2K - $66.4K
|
64.3K
$7.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-566- 1.74% |
$52.3K - $66.6K
|
31.9K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-567- 7.47% |
$52.4K - $66.7K
|
7.02K
$794K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-568- 2.11% |
$52.5K - $66.8K
|
26.4K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-569- 2.35% |
$52.6K - $66.9K
|
23.6K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-569- 2.17% |
$52.6K - $66.9K
|
25.7K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-570- 1.95% |
$52.7K - $67K
|
28.7K
$3.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-584- 3.6% |
$54K - $68.7K
|
15.6K
$1.77M
|