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 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-3.42K- 7.94% |
$316K - $402K
|
39.6K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.44K- 32.32% |
$317K - $404K
|
7.19K
$797K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.46K- 11.62% |
$319K - $407K
|
26.3K
$2.91M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.58K- 6.38% |
$330K - $421K
|
52.5K
$5.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 11.55% |
$336K - $427K
|
27.8K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 9.68% |
$337K - $429K
|
34K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.65K- 16.72% |
$337K - $429K
|
18.2K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.71K- 12.5% |
$343K - $437K
|
26K
$2.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.77K- 4.15% |
$349K - $444K
|
87.2K
$9.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.88K- 4.83% |
$358K - $456K
|
76.4K
$8.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.95K- 68.38% |
$365K - $464K
|
1.83K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.97K- 18.1% |
$367K - $467K
|
18K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.05K- 4.01% |
$374K - $476K
|
97K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.12K- 11.87% |
$381K - $485K
|
30.6K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.14K- 11.26% |
$382K - $487K
|
32.6K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.16K- 3.85% |
$384K - $489K
|
104K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.19K- 56.68% |
$387K - $493K
|
3.2K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.2K- 90.44% |
$388K - $494K
|
444
$49.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.23K- 10.03% |
$390K - $497K
|
37.9K
$4.2M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.23K- 2.01% |
$391K - $497K
|
206K
$22.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.27K- 10.41% |
$394K - $502K
|
36.7K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.3K- 1.77% |
$397K - $506K
|
239K
$26.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.35K- 18.87% |
$402K - $512K
|
18.7K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.44K- 70.6% |
$410K - $522K
|
1.85K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.49K- 6.39% |
$415K - $528K
|
65.8K
$7.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 2.96% |
$415K - $529K
|
147K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.52K- 4.48% |
$418K - $532K
|
96.5K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.62K- 2.71% |
$426K - $543K
|
165K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.68K- 3.71% |
$433K - $551K
|
122K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 4.6% |
$434K - $553K
|
97.4K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-4.73K- 15.26% |
$437K - $556K
|
26.2K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.75K- 5.48% |
$439K - $559K
|
81.9K
$9.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.79K- 21.07% |
$442K - $563K
|
17.9K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.82K- 48.53% |
$445K - $566K
|
5.11K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.84K- 5.72% |
$447K - $569K
|
79.8K
$8.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.86K- 26.46% |
$449K - $572K
|
13.5K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.87K- 25.26% |
$450K - $573K
|
14.4K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5.03K- 13.16% |
$465K - $592K
|
33.2K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.05K- 5.48% |
$466K - $594K
|
87K
$9.65M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.19K- 0.77% |
$479K - $610K
|
668K
$74.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.34K- 41.62% |
$493K - $627K
|
7.48K
$829K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-5.5K- 3.07% |
$508K - $647K
|
174K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.59K- 14.24% |
$516K - $657K
|
33.6K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.64K- 7.12% |
$521K - $663K
|
73.5K
$8.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.64K- 10.03% |
$521K - $663K
|
50.6K
$5.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-5.64K- 16.1% |
$521K - $664K
|
29.4K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 27.38% |
$524K - $667K
|
15.1K
$1.67M
|