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 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-591- 5.94% |
$54.6K - $69.5K
|
9.36K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-593- 3.55% |
$54.8K - $69.7K
|
16.1K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-600- 14.6% |
$55.4K - $70.6K
|
3.51K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-625- 4.88% |
$57.7K - $73.5K
|
12.2K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-628- 2.56% |
$58K - $73.9K
|
23.9K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-630- 4.32% |
$58.2K - $74.1K
|
14K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-630- 14.49% |
$58.2K - $74.1K
|
3.72K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-636- 3.05% |
$58.8K - $74.8K
|
20.2K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-640- 1.51% |
$59.1K - $75.3K
|
41.7K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-649- 10.73% |
$60K - $76.3K
|
5.4K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-655- 16.49% |
$60.5K - $77K
|
3.32K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-669- 5.84% |
$61.8K - $78.7K
|
10.8K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-670- 1.33% |
$61.9K - $78.8K
|
49.7K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-672- 6.57% |
$62.1K - $79K
|
9.56K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-673- 23.27% |
$62.2K - $79.1K
|
2.22K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-698- 5.14% |
$64.5K - $82.1K
|
12.9K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-717- 8.59% |
$66.2K - $84.3K
|
7.63K
$863K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-718- 3.11% |
$66.3K - $84.4K
|
22.4K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-719- 1.58% |
$66.4K - $84.6K
|
44.8K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-720- 3.87% |
$66.5K - $84.7K
|
17.9K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-724- 9.36% |
$66.9K - $85.1K
|
7.01K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-727- 2.33% |
$67.2K - $85.5K
|
30.4K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-740- 2.26% |
$68.4K - $87K
|
32K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-741- 7.26% |
$68.5K - $87.1K
|
9.46K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-768- 27.39% |
$71K - $90.3K
|
2.04K
$230K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-772- 0.47% |
$71.3K - $90.8K
|
164K
$18.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-792- 11.95% |
$73.2K - $93.1K
|
5.84K
$660K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-795- 10.83% |
$73.5K - $93.5K
|
6.55K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 11.85% |
$73.9K - $94.1K
|
5.95K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-800- 33.33% |
$73.9K - $94.1K
|
1.6K
$181K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-825- 5.76% |
$76.2K - $97K
|
13.5K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-826- 6.99% |
$76.3K - $97.1K
|
11K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-830- 1.01% |
$76.7K - $97.6K
|
81.4K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-830- 4.48% |
$76.7K - $97.6K
|
17.7K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-834- 6.32% |
$77.1K - $98.1K
|
12.4K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-837- 15.65% |
$77.3K - $98.4K
|
4.51K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-852- 22.58% |
$78.7K - $100K
|
2.92K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-858- 23.4% |
$79.3K - $101K
|
2.81K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-860- 9.72% |
$79.5K - $101K
|
7.99K
$903K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-880- 1.39% |
$81.3K - $103K
|
62.2K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-890- 2.56% |
$82.2K - $105K
|
33.9K
$3.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-900- 2.89% |
$83.2K - $106K
|
30.2K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-910- 5.08% |
$84.1K - $107K
|
17K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-910- 3.01% |
$84.1K - $107K
|
29.4K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-913- 4.81% |
$84.4K - $107K
|
18.1K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-917- 11.08% |
$84.7K - $108K
|
7.36K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-923- 10.59% |
$85.3K - $109K
|
7.79K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-925- 12.97% |
$85.5K - $109K
|
6.21K
$702K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-938- 13.04% |
$86.7K - $110K
|
6.26K
$707K
|