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 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-318- 10.84% |
$29.4K - $37.4K
|
2.62K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-321- 2.33% |
$29.7K - $37.7K
|
13.5K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-323- 0.66% |
$29.8K - $38K
|
49K
$5.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-324- 11.03% |
$29.9K - $38.1K
|
2.61K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$962K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-325- 2.3% |
$30K - $38.2K
|
13.8K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-332- 4.74% |
$30.7K - $39K
|
6.67K
$739K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-335- 0.42% |
$31K - $39.4K
|
79.1K
$8.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-339- 50.07% |
$31.3K - $39.9K
|
338
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-341- 4.08% |
$31.5K - $40.1K
|
8.01K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-346- 0.04% |
$32K - $40.7K
|
794K
$88M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 10.03% |
$32.1K - $40.8K
|
3.11K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-347- 15.39% |
$32.1K - $40.8K
|
1.91K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-350- 2.04% |
$32.3K - $41.2K
|
16.8K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-355- 8.3% |
$32.8K - $41.7K
|
3.92K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-356- 5.72% |
$32.9K - $41.9K
|
5.87K
$651K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-356- 1.37% |
$32.9K - $41.9K
|
25.5K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-366- 9.27% |
$33.8K - $43K
|
3.58K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-367- 0.72% |
$33.9K - $43.2K
|
50.3K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-369- 2.08% |
$34.1K - $43.4K
|
17.3K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-372- 8.46% |
$34.4K - $43.7K
|
4.03K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.8% |
$34.6K - $44.1K
|
9.49K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-375- 1.6% |
$34.6K - $44.1K
|
23K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-378- 4.13% |
$34.9K - $44.5K
|
8.77K
$972K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-380- 1.26% |
$35.1K - $44.7K
|
29.7K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-382- 16.02% |
$35.3K - $44.9K
|
2K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-382- 1.06% |
$35.3K - $44.9K
|
35.7K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-387- 7.84% |
$35.8K - $45.5K
|
4.55K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-398- 1.71% |
$36.8K - $46.8K
|
22.8K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 8.16% |
$37K - $47K
|
4.5K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.14% |
$37K - $47K
|
18.3K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 0.82% |
$37K - $47K
|
48.3K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 12.4% |
$37K - $47K
|
2.83K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-400- 46.24% |
$37K - $47K
|
465
$51.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-400- 8.74% |
$37K - $47K
|
4.18K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 5.45% |
$37K - $47K
|
6.94K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-404- 5.84% |
$37.3K - $47.5K
|
6.52K
$723K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-408- 7.67% |
$37.7K - $48K
|
4.91K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-410- 4.43% |
$37.9K - $48.2K
|
8.84K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-416- 2.76% |
$38.4K - $48.9K
|
14.7K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-418- 18.75% |
$38.6K - $49.2K
|
1.81K
$201K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-419- 2.05% |
$38.7K - $49.3K
|
20K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-419- 3.64% |
$38.7K - $49.3K
|
11.1K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-420- 1.35% |
$38.8K - $49.4K
|
30.6K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-421- 3.6% |
$38.9K - $49.5K
|
11.3K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-430- 0.39% |
$39.7K - $50.6K
|
111K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-437- 2.28% |
$40.4K - $51.4K
|
18.7K
$2.07M
|