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 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-570- 17.5% |
$52.7K - $67K
|
2.69K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-575- 0.77% |
$53.1K - $67.6K
|
74.2K
$8.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-584- 3.6% |
$54K - $68.7K
|
15.6K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-584- 8.28% |
$54K - $68.7K
|
6.47K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-591- 5.94% |
$54.6K - $69.5K
|
9.36K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-593- 3.55% |
$54.8K - $69.7K
|
16.1K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-596- 14.25% |
$55.1K - $70.1K
|
3.59K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-600- 14.6% |
$55.4K - $70.6K
|
3.51K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-625- 4.88% |
$57.7K - $73.5K
|
12.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-628- 2.56% |
$58K - $73.9K
|
23.9K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-628- 3.67% |
$58K - $73.9K
|
16.5K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-630- 4.32% |
$58.2K - $74.1K
|
14K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-630- 14.49% |
$58.2K - $74.1K
|
3.72K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-636- 3.05% |
$58.8K - $74.8K
|
20.2K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-640- 1.51% |
$59.1K - $75.3K
|
41.7K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-640- 2.73% |
$59.1K - $75.3K
|
22.8K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-643- 8.4% |
$59.4K - $75.6K
|
7.01K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-645- 2.02% |
$59.6K - $75.9K
|
31.2K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-649- 10.73% |
$60K - $76.3K
|
5.4K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-655- 16.49% |
$60.5K - $77K
|
3.32K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-669- 5.84% |
$61.8K - $78.7K
|
10.8K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-670- 1.33% |
$61.9K - $78.8K
|
49.7K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-672- 6.57% |
$62.1K - $79K
|
9.56K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-673- 23.27% |
$62.2K - $79.1K
|
2.22K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-690- 19.41% |
$63.7K - $81.1K
|
2.87K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-698- 5.14% |
$64.5K - $82.1K
|
12.9K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-700- 3.64% |
$64.7K - $82.3K
|
18.5K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-716- 10.95% |
$66.2K - $84.2K
|
5.82K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-716- 3.81% |
$66.2K - $84.2K
|
18.1K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-717- 8.59% |
$66.2K - $84.3K
|
7.63K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-718- 3.11% |
$66.3K - $84.4K
|
22.4K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-719- 1.58% |
$66.4K - $84.6K
|
44.8K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-720- 3.87% |
$66.5K - $84.7K
|
17.9K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-724- 9.36% |
$66.9K - $85.1K
|
7.01K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-727- 2.33% |
$67.2K - $85.5K
|
30.4K
$3.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-740- 2.26% |
$68.4K - $87K
|
32K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-741- 7.26% |
$68.5K - $87.1K
|
9.46K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-745- 7.64% |
$68.8K - $87.6K
|
9.01K
$999K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-757- 3.54% |
$69.9K - $89K
|
20.6K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-768- 27.39% |
$71K - $90.3K
|
2.04K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-772- 0.47% |
$71.3K - $90.8K
|
164K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-772- 16.56% |
$71.3K - $90.8K
|
3.89K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-774- 6.68% |
$71.5K - $91K
|
10.8K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-786- 2.15% |
$72.6K - $92.4K
|
35.8K
$3.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-792- 11.95% |
$73.2K - $93.1K
|
5.84K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-795- 10.83% |
$73.5K - $93.5K
|
6.55K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 11.85% |
$73.9K - $94.1K
|
5.95K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-800- 33.33% |
$73.9K - $94.1K
|
1.6K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-816- 30.4% |
$75.4K - $96K
|
1.87K
$207K
|