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 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
631+ 11.74% |
$58.3K - $74.2K
|
6.01K
$733K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
628+ 4.66% |
$58K - $73.9K
|
14.1K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
626+ 21.94% |
$57.8K - $73.6K
|
3.48K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
622+ 2.45% |
$57.5K - $73.1K
|
26K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
618+ 4.99% |
$57.1K - $72.7K
|
13K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
614+ 4.88% |
$56.7K - $72.2K
|
13.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
612+ 11.25% |
$56.5K - $72K
|
6.05K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
611+ 0.58% |
$56.5K - $71.9K
|
106K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
605New |
$55.9K - $71.1K
|
605
$73.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
602+ 5.48% |
$55.6K - $70.8K
|
11.6K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
601+ 7.14% |
$55.5K - $70.7K
|
9.02K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
597+ 0.6% |
$55.2K - $70.2K
|
101K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
596+ 2.03% |
$55.1K - $70.1K
|
30K
$3.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
595+ 0.51% |
$55K - $70K
|
117K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
587+ 7.71% |
$54.2K - $69K
|
8.2K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
584+ 5.29% |
$54K - $68.7K
|
11.6K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
579New |
$53.5K - $68.1K
|
579
$70.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
575+ 3.41% |
$53.1K - $67.6K
|
17.4K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
573+ 4.2% |
$52.9K - $67.4K
|
14.2K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
566+ 2.01% |
$52.3K - $66.6K
|
28.7K
$3.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
555+ 3.92% |
$51.3K - $65.3K
|
14.7K
$1.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
551+ 29.72% |
$50.9K - $64.8K
|
2.41K
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 29.75% |
$50.8K - $64.7K
|
2.4K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$67.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
550+ 7.93% |
$50.8K - $64.7K
|
7.49K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
546+ 21.53% |
$50.4K - $64.2K
|
3.08K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
543+ 1.59% |
$50.2K - $63.9K
|
34.7K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
542+ 12.93% |
$50.1K - $63.7K
|
4.74K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
541+ 6.94% |
$50K - $63.6K
|
8.34K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
541+ 13.29% |
$50K - $63.6K
|
4.61K
$563K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
538+ 0.75% |
$49.7K - $63.3K
|
72.6K
$8.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
536+ 21.33% |
$49.5K - $63K
|
3.05K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
534New |
$49.3K - $62.8K
|
534
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
529+ 0.06% |
$48.9K - $62.2K
|
846K
$103M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
526+ 0.84% |
$48.6K - $61.9K
|
63K
$7.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.17% |
$48.5K - $61.7K
|
45.6K
$5.56M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
523+ 4.49% |
$48.3K - $61.5K
|
12.2K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
515+ 16.32% |
$47.6K - $60.6K
|
3.67K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
515+ 1.82% |
$47.6K - $60.6K
|
28.7K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
515New |
$47.6K - $60.6K
|
515
$62.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
513+ 2.27% |
$47.4K - $60.3K
|
23.1K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
510+ 5.89% |
$47.1K - $60K
|
9.18K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
507+ 0.84% |
$46.8K - $59.6K
|
60.8K
$7.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$61K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$61K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
500+ 25.0% |
$46.2K - $58.8K
|
2.5K
$305K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 7.25% |
$46.2K - $58.8K
|
7.4K
$902K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
498+ 20.77% |
$46K - $58.6K
|
2.9K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
496+ 7.86% |
$45.8K - $58.3K
|
6.81K
$830K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
488+ 4.48% |
$45.1K - $57.4K
|
11.4K
$1.39M
|