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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 46.64% |
$97.5K - $124K
|
3.32K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 18.36% |
$97.2K - $124K
|
6.78K
$827K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.05K+ 62.81% |
$96.7K - $123K
|
2.71K
$331K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$96.6K - $123K
|
14.8K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.05K+ 16.27% |
$96.6K - $123K
|
7.48K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.04K+ 2.22% |
$96K - $122K
|
47.9K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 1.85% |
$94.7K - $121K
|
56.4K
$6.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 18.96% |
$94.6K - $120K
|
6.43K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.02K+ 20.38% |
$94.1K - $120K
|
6.02K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.01K+ 7.43% |
$92.9K - $118K
|
14.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1K+ 17.13% |
$92.6K - $118K
|
6.85K
$835K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1K+ 31.05% |
$92.4K - $118K
|
4.22K
$515K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1K+ 3.7% |
$92.4K - $118K
|
28K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
985+ 24.41% |
$91K - $116K
|
5.02K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
979+ 11.78% |
$90.4K - $115K
|
9.29K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
974+ 3.89% |
$90K - $115K
|
26K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
970+ 13.24% |
$89.6K - $114K
|
8.3K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
970New |
$89.6K - $114K
|
970
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
950+ 11.65% |
$87.8K - $112K
|
9.11K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
947+ 9.25% |
$87.5K - $111K
|
11.2K
$1.36M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
942New |
$87K - $111K
|
942
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
941+ 7.78% |
$86.9K - $111K
|
13K
$1.59M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.8% |
$86.7K - $110K
|
52.9K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
937+ 2.03% |
$86.6K - $110K
|
47.1K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
935+ 14.27% |
$86.4K - $110K
|
7.49K
$913K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
934+ 2.99% |
$86.3K - $110K
|
32.1K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932+ 14.16% |
$86.1K - $110K
|
7.51K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
928+ 5.2% |
$85.7K - $109K
|
18.8K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
923+ 5.36% |
$85.3K - $109K
|
18.1K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
913+ 36.7% |
$84.4K - $107K
|
3.4K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
907+ 1.29% |
$83.8K - $107K
|
71.2K
$8.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
905+ 2.45% |
$83.6K - $106K
|
37.9K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
890+ 8.52% |
$82.2K - $105K
|
11.3K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
875+ 3.08% |
$80.8K - $103K
|
29.3K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
874+ 42.06% |
$80.7K - $103K
|
2.95K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
870+ 2.65% |
$80.4K - $102K
|
33.7K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
870+ 3.69% |
$80.4K - $102K
|
24.5K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
866+ 8.05% |
$80K - $102K
|
11.6K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
862New |
$79.6K - $101K
|
862
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
859+ 31.52% |
$79.4K - $101K
|
3.58K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
857+ 18.64% |
$79.2K - $101K
|
5.46K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
855+ 21.93% |
$79K - $101K
|
4.75K
$580K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
852+ 0.85% |
$78.7K - $100K
|
101K
$12.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
850+ 30.16% |
$78.5K - $100K
|
3.67K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
850+ 40.19% |
$78.5K - $100K
|
2.97K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850+ 2428.57% |
$78.5K - $100K
|
885
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
850+ 31.08% |
$78.5K - $100K
|
3.59K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
843+ 15.24% |
$77.9K - $99.1K
|
6.37K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
839+ 2.85% |
$77.5K - $98.7K
|
30.3K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
833+ 29.05% |
$77K - $98K
|
3.7K
$451K
|