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 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.46K- 5.23% |
$135K - $172K
|
26.5K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.49K- 5.39% |
$138K - $175K
|
26.2K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.52K- 3.0% |
$140K - $179K
|
49K
$5.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 4.78% |
$142K - $181K
|
30.6K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.54K- 26.69% |
$142K - $181K
|
4.22K
$477K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.54K- 19.97% |
$142K - $181K
|
6.17K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.57K- 5.78% |
$145K - $184K
|
25.6K
$2.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.62K- 14.05% |
$149K - $190K
|
9.88K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.62K- 6.28% |
$150K - $191K
|
24.2K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 43.38% |
$151K - $192K
|
2.13K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.7K- 4.21% |
$157K - $200K
|
38.7K
$4.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.71K- 12.03% |
$158K - $201K
|
12.5K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.73K- 34.81% |
$160K - $204K
|
3.24K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.75K- 2.71% |
$162K - $206K
|
62.9K
$7.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.76K- 6.04% |
$163K - $207K
|
27.4K
$3.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.77K- 13.94% |
$164K - $208K
|
10.9K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.79K- 6.3% |
$166K - $211K
|
26.7K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.84K- 3.01% |
$170K - $217K
|
59.3K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.84K- 2.85% |
$170K - $217K
|
62.9K
$7.11M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.94K- 22.09% |
$180K - $228K
|
6.85K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 9.12% |
$180K - $229K
|
19.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 14.0% |
$181K - $230K
|
12K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.97K- 3.69% |
$182K - $231K
|
51.4K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 16.9% |
$182K - $232K
|
9.71K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 8.73% |
$183K - $233K
|
20.7K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.99K- 9.18% |
$184K - $234K
|
19.7K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2K- 5.37% |
$185K - $235K
|
35.3K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-2K- 47.49% |
$185K - $235K
|
2.21K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.05K- 3.66% |
$189K - $241K
|
53.8K
$6.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.12K- 12.37% |
$196K - $250K
|
15K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.15K- 6.91% |
$199K - $253K
|
29K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.16K- 3.12% |
$200K - $254K
|
67.1K
$7.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.17K- 1.9% |
$200K - $255K
|
112K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.17K- 26.48% |
$201K - $256K
|
6.03K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.19K- 2.63% |
$202K - $257K
|
81K
$9.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.04% |
$204K - $259K
|
22.2K
$2.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.2K- 7.36% |
$204K - $259K
|
27.7K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.21K- 4.04% |
$204K - $260K
|
52.6K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 10.75% |
$210K - $267K
|
18.8K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.29K- 30.49% |
$212K - $270K
|
5.23K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.32K- 19.22% |
$214K - $272K
|
9.74K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 9.9% |
$217K - $276K
|
21.4K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.38K- 15.66% |
$220K - $280K
|
12.8K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-2.4K- 7.42% |
$222K - $282K
|
29.9K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.4K- 30.7% |
$222K - $282K
|
5.42K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.46K- 1.83% |
$227K - $289K
|
132K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.49K- 11.67% |
$230K - $292K
|
18.8K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-2.5K- 8.33% |
$231K - $294K
|
27.5K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.53K- 2.78% |
$233K - $297K
|
88.4K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.53K- 12.6% |
$234K - $297K
|
17.5K
$1.98M
|