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
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.58K- 29.51% |
$238K - $303K
|
6.15K
$696K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.62K- 5.54% |
$242K - $308K
|
44.6K
$5.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.62K- 2.65% |
$242K - $308K
|
96.1K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.67K- 11.06% |
$246K - $314K
|
21.4K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.03% |
$249K - $318K
|
86.5K
$9.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.71K- 31.51% |
$250K - $318K
|
5.88K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.72K- 49.47% |
$251K - $320K
|
2.78K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.73K- 14.32% |
$252K - $321K
|
16.3K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.8K- 3.07% |
$258K - $329K
|
88.2K
$9.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.8K- 20.17% |
$259K - $329K
|
11.1K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.81K- 4.88% |
$259K - $330K
|
54.7K
$6.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.83K- 1.51% |
$261K - $332K
|
184K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.84K- 4.95% |
$263K - $334K
|
54.6K
$6.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 7.99% |
$264K - $336K
|
32.9K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.93K- 13.85% |
$271K - $344K
|
18.2K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.94K- 4.58% |
$271K - $345K
|
61.1K
$6.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.96K- 13.83% |
$273K - $348K
|
18.4K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.98K- 46.93% |
$275K - $350K
|
3.37K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.04K- 5.92% |
$281K - $358K
|
48.3K
$5.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 6.83% |
$281K - $358K
|
41.6K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3.08K- 58.89% |
$285K - $362K
|
2.15K
$243K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.12K- 5.51% |
$288K - $367K
|
53.5K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.23K- 10.07% |
$299K - $380K
|
28.9K
$3.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.33K- 4.51% |
$308K - $391K
|
70.5K
$7.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.37K- 86.8% |
$312K - $397K
|
513
$58K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.38K- 37.38% |
$312K - $398K
|
5.66K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-3.42K- 3.66% |
$316K - $402K
|
89.8K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-3.42K- 7.94% |
$316K - $402K
|
39.6K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.44K- 32.32% |
$317K - $404K
|
7.19K
$813K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.58K- 6.38% |
$330K - $421K
|
52.5K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 11.55% |
$336K - $427K
|
27.8K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.65K- 16.72% |
$337K - $429K
|
18.2K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.71K- 12.5% |
$343K - $437K
|
26K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.77K- 4.15% |
$349K - $444K
|
87.2K
$9.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.88K- 4.83% |
$358K - $456K
|
76.4K
$8.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.95K- 68.38% |
$365K - $464K
|
1.83K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.97K- 18.1% |
$367K - $467K
|
18K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.05K- 4.01% |
$374K - $476K
|
97K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.12K- 11.87% |
$381K - $485K
|
30.6K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.14K- 11.26% |
$382K - $487K
|
32.6K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.16K- 3.85% |
$384K - $489K
|
104K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.2K- 90.44% |
$388K - $494K
|
444
$50.2K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.23K- 2.01% |
$391K - $497K
|
206K
$23.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.27K- 10.41% |
$394K - $502K
|
36.7K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.35K- 18.87% |
$402K - $512K
|
18.7K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.44K- 70.6% |
$410K - $522K
|
1.85K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 2.96% |
$415K - $529K
|
147K
$16.6M
|