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 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-254- 6.76% |
$23.5K - $29.9K
|
3.51K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-254- 2.41% |
$23.5K - $29.9K
|
10.3K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-254- 4.31% |
$23.5K - $29.9K
|
5.64K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-255- 8.73% |
$23.6K - $30K
|
2.67K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-255- 0.84% |
$23.6K - $30K
|
30K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 7.53% |
$23.8K - $30.3K
|
3.17K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-260- 9.27% |
$24K - $30.6K
|
2.55K
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-265- 1.71% |
$24.5K - $31.2K
|
15.2K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-265- 17.99% |
$24.5K - $31.2K
|
1.21K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-266- 3.81% |
$24.6K - $31.3K
|
6.72K
$745K
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-266- 0.71% |
$24.6K - $31.3K
|
37.2K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-266- 2.92% |
$24.6K - $31.3K
|
8.85K
$982K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-267- 7.38% |
$24.7K - $31.4K
|
3.35K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-267- 5.74% |
$24.7K - $31.4K
|
4.38K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-269- 0.2% |
$24.9K - $31.6K
|
132K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-272- 3.91% |
$25.1K - $32K
|
6.68K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-272- 0.81% |
$25.1K - $32K
|
33.5K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-291- 2.19% |
$26.9K - $34.2K
|
13K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-293- 0.7% |
$27.1K - $34.5K
|
41.5K
$4.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-294- 3.69% |
$27.2K - $34.6K
|
7.67K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-295- 4.67% |
$27.3K - $34.7K
|
6.02K
$667K
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-295- 3.43% |
$27.3K - $34.7K
|
8.32K
$922K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-296- 6.24% |
$27.3K - $34.8K
|
4.44K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-298- 3.18% |
$27.5K - $35K
|
9.08K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-299- 5.21% |
$27.6K - $35.2K
|
5.44K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-299- 1.81% |
$27.6K - $35.2K
|
16.2K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 8.69% |
$27.7K - $35.3K
|
3.15K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 3.84% |
$27.7K - $35.3K
|
7.5K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-300- 0.7% |
$27.7K - $35.3K
|
42.7K
$4.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-300- 12.82% |
$27.7K - $35.3K
|
2.04K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-300- 7.89% |
$27.7K - $35.3K
|
3.5K
$388K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-301- 1.14% |
$27.8K - $35.4K
|
26K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-303- 5.53% |
$28K - $35.6K
|
5.17K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-304- 4.12% |
$28.1K - $35.8K
|
7.08K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-305- 3.6% |
$28.2K - $35.9K
|
8.18K
$907K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-307- 16.12% |
$28.4K - $36.1K
|
1.6K
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-307- 10.16% |
$28.4K - $36.1K
|
2.72K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-307- 0.24% |
$28.4K - $36.1K
|
129K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-308- 11.2% |
$28.5K - $36.2K
|
2.44K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 5.03% |
$28.5K - $36.2K
|
5.82K
$645K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-308- 1.36% |
$28.5K - $36.2K
|
22.4K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-309- 2.61% |
$28.5K - $36.3K
|
11.5K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-310- 0.29% |
$28.6K - $36.5K
|
108K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-312- 10.1% |
$28.8K - $36.7K
|
2.78K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-313- 1.59% |
$28.9K - $36.8K
|
19.4K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-316- 9.08% |
$29.2K - $37.2K
|
3.17K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 12.64% |
$29.2K - $37.2K
|
2.18K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-316- 3.84% |
$29.2K - $37.2K
|
7.91K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-317- 1.68% |
$29.3K - $37.3K
|
18.6K
$2.06M
|