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 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
75+ 3.28% |
$6.93K - $8.82K
|
2.36K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
73+ 0.47% |
$6.74K - $8.58K
|
15.5K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$6.74K - $8.58K
|
73
$7.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
71+ 1.91% |
$6.56K - $8.35K
|
3.79K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
71+ 0.43% |
$6.56K - $8.35K
|
16.6K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
70+ 2.83% |
$6.47K - $8.23K
|
2.54K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 10.09% |
$6.47K - $8.23K
|
764
$75.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
70+ 0.89% |
$6.47K - $8.23K
|
7.91K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 2.84% |
$6.1K - $7.76K
|
2.39K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
65+ 0.39% |
$6.01K - $7.64K
|
16.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
65+ 0.28% |
$6.01K - $7.64K
|
23K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64+ 10.65% |
$5.91K - $7.53K
|
665
$65.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
63+ 0.47% |
$5.82K - $7.41K
|
13.5K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
58+ 2.38% |
$5.36K - $6.82K
|
2.49K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 0.82% |
$5.27K - $6.7K
|
7.04K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
57+ 0.22% |
$5.27K - $6.7K
|
25.8K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 0.3% |
$5.17K - $6.59K
|
19K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.47% |
$5.08K - $6.47K
|
11.8K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55New |
$5.08K - $6.47K
|
55
$5.44K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
54+ 1.34% |
$4.99K - $6.35K
|
4.08K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
52+ 0.58% |
$4.8K - $6.12K
|
8.97K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 2.18% |
$4.8K - $6.12K
|
2.44K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.14K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51+ 1.81% |
$4.71K - $6K
|
2.88K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 4.84% |
$4.62K - $5.88K
|
1.08K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.66% |
$4.62K - $5.88K
|
7.62K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 4.55% |
$4.43K - $5.64K
|
1.1K
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
48+ 6.52% |
$4.43K - $5.64K
|
784
$77.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
48+ 0.01% |
$4.43K - $5.64K
|
398K
$39.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
48+ 0.63% |
$4.43K - $5.64K
|
7.64K
$755K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
48+ 0.57% |
$4.43K - $5.64K
|
8.49K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.69% |
$4.34K - $5.53K
|
6.91K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
46+ 1.39% |
$4.25K - $5.41K
|
3.37K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 0.2% |
$4.16K - $5.29K
|
22.1K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
45New |
$4.16K - $5.29K
|
45
$4.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.58% |
$4.07K - $5.17K
|
7.62K
$753K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
44+ 9.34% |
$4.07K - $5.17K
|
515
$50.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 43.0% |
$3.97K - $5.06K
|
143
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
43+ 1.72% |
$3.97K - $5.06K
|
2.54K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 0.74% |
$3.88K - $4.94K
|
5.74K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
41+ 1.62% |
$3.79K - $4.82K
|
2.57K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41New |
$3.79K - $4.82K
|
41
$4.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
41+ 1.3% |
$3.79K - $4.82K
|
3.2K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40+ 0.84% |
$3.7K - $4.7K
|
4.83K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
40New |
$3.7K - $4.7K
|
40
$3.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
39+ 0.46% |
$3.6K - $4.59K
|
8.53K
$843K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
38New |
$3.51K - $4.47K
|
38
$3.76K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
37+ 0.51% |
$3.42K - $4.35K
|
7.25K
$717K
|