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 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.11K- 1.28% |
$103K - $131K
|
85.8K
$9.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 11.34% |
$103K - $131K
|
8.72K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 18.8% |
$103K - $131K
|
4.83K
$535K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.12K- 0.18% |
$103K - $132K
|
628K
$69.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.12K- 5.78% |
$103K - $132K
|
18.3K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.13K- 1.48% |
$104K - $132K
|
74.8K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.13K- 31.28% |
$104K - $133K
|
2.49K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.14K- 6.38% |
$105K - $133K
|
16.7K
$1.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 6.06% |
$105K - $134K
|
17.6K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.15K- 4.03% |
$106K - $135K
|
27.2K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.16K- 3.83% |
$107K - $136K
|
29.1K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.16K- 5.64% |
$107K - $137K
|
19.5K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.18K- 4.76% |
$109K - $139K
|
23.6K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.2K- 1.91% |
$111K - $141K
|
61.7K
$6.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.21K- 30.64% |
$112K - $143K
|
2.75K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 11.01% |
$114K - $145K
|
9.99K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.24K- 7.22% |
$115K - $146K
|
15.9K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.25K- 20.35% |
$115K - $146K
|
4.87K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.29% |
$115K - $147K
|
12.2K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 1.09% |
$115K - $147K
|
113K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.27K- 11.57% |
$117K - $149K
|
9.67K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.28K- 21.22% |
$118K - $150K
|
4.74K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.28K- 5.79% |
$118K - $150K
|
20.8K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.29K- 3.08% |
$119K - $151K
|
40.5K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.3K- 4.58% |
$120K - $153K
|
27.1K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.31K- 7.47% |
$121K - $153K
|
16.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.31K- 8.71% |
$121K - $154K
|
13.7K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$121K - $154K
|
66.4K
$7.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32K- 1.75% |
$122K - $155K
|
74K
$8.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.32K- 3.37% |
$122K - $155K
|
37.8K
$4.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.32K- 9.13% |
$122K - $155K
|
13.1K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.33K- 7.04% |
$123K - $156K
|
17.5K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 0.8% |
$123K - $157K
|
166K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.34K- 18.31% |
$123K - $157K
|
5.96K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 1.31% |
$124K - $157K
|
101K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.36K- 9.66% |
$126K - $160K
|
12.8K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.37K- 26.3% |
$127K - $161K
|
3.84K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.53% |
$128K - $163K
|
53.3K
$5.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 7.15% |
$129K - $164K
|
18.1K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.4K- 30.85% |
$130K - $165K
|
3.14K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.42K- 11.03% |
$131K - $167K
|
11.5K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.45K- 11.73% |
$134K - $171K
|
10.9K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.45K- 6.67% |
$134K - $171K
|
20.3K
$2.26M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.89% |
$135K - $172K
|
76K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.46K- 5.23% |
$135K - $172K
|
26.5K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.49K- 5.39% |
$138K - $175K
|
26.2K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.52K- 23.2% |
$140K - $178K
|
5.02K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.52K- 3.0% |
$140K - $179K
|
49K
$5.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 4.78% |
$142K - $181K
|
30.6K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.54K- 26.69% |
$142K - $181K
|
4.22K
$468K
|