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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.54K- 19.97% |
$142K - $181K
|
6.17K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 3.07% |
$143K - $183K
|
49K
$5.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.57K- 5.78% |
$145K - $184K
|
25.6K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.57K- 1.09% |
$145K - $185K
|
143K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 1.66% |
$146K - $186K
|
93.7K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.6K- 11.81% |
$148K - $188K
|
12K
$1.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.62K- 14.05% |
$149K - $190K
|
9.88K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.62K- 6.28% |
$150K - $191K
|
24.2K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 43.38% |
$151K - $192K
|
2.13K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.66K- 4.54% |
$153K - $195K
|
34.8K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.68K- 12.69% |
$156K - $198K
|
11.6K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.7K- 4.21% |
$157K - $200K
|
38.7K
$4.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.71K- 12.03% |
$158K - $201K
|
12.5K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.72K- 1.36% |
$159K - $202K
|
125K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.73K- 34.81% |
$160K - $204K
|
3.24K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.75K- 2.71% |
$162K - $206K
|
62.9K
$6.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.76K- 6.04% |
$163K - $207K
|
27.4K
$3.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.77K- 13.94% |
$164K - $208K
|
10.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.77K- 5.38% |
$164K - $208K
|
31.2K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.79K- 6.3% |
$166K - $211K
|
26.7K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.82K- 2.74% |
$168K - $213K
|
64.4K
$7.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.84K- 3.01% |
$170K - $217K
|
59.3K
$6.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.84K- 2.85% |
$170K - $217K
|
62.9K
$6.97M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.94K- 22.09% |
$180K - $228K
|
6.85K
$760K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 9.12% |
$180K - $229K
|
19.4K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 14.0% |
$181K - $230K
|
12K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.97K- 3.69% |
$182K - $231K
|
51.4K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 16.9% |
$182K - $232K
|
9.71K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 8.73% |
$183K - $233K
|
20.7K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.99K- 9.18% |
$184K - $234K
|
19.7K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.99K- 3.43% |
$184K - $234K
|
56.2K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2K- 5.37% |
$185K - $235K
|
35.3K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-2K- 47.49% |
$185K - $235K
|
2.21K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.05K- 3.66% |
$189K - $241K
|
53.8K
$5.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.05K- 11.57% |
$190K - $241K
|
15.7K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.12K- 0.91% |
$196K - $249K
|
231K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.12K- 12.37% |
$196K - $250K
|
15K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.15K- 2.33% |
$199K - $253K
|
90.1K
$9.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.15K- 6.91% |
$199K - $253K
|
29K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.16K- 3.12% |
$200K - $254K
|
67.1K
$7.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.17K- 1.9% |
$200K - $255K
|
112K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.17K- 26.48% |
$201K - $256K
|
6.03K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.19K- 2.63% |
$202K - $257K
|
81K
$8.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 30.8% |
$203K - $258K
|
4.94K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.04% |
$204K - $259K
|
22.2K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.2K- 7.36% |
$204K - $259K
|
27.7K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.21K- 4.04% |
$204K - $260K
|
52.6K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 10.75% |
$210K - $267K
|
18.8K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.29K- 30.49% |
$212K - $270K
|
5.23K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.32K- 19.22% |
$214K - $272K
|
9.74K
$1.08M
|