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 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-73- 1.17% |
$6.74K - $8.58K
|
6.19K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-74- 2.3% |
$6.84K - $8.7K
|
3.14K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 0.87% |
$6.93K - $8.82K
|
8.55K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-75- 1.11% |
$6.93K - $8.82K
|
6.68K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-75- 4.1% |
$6.93K - $8.82K
|
1.76K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 1.86% |
$7.02K - $8.94K
|
4K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-78- 2.05% |
$7.21K - $9.17K
|
3.72K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-79- 0.21% |
$7.3K - $9.29K
|
36.8K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-79- 3.16% |
$7.3K - $9.29K
|
2.42K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-80- 1.9% |
$7.39K - $9.41K
|
4.13K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-80- 1.19% |
$7.39K - $9.41K
|
6.64K
$656K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-80- 1.26% |
$7.39K - $9.41K
|
6.26K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-81- 1.41% |
$7.48K - $9.53K
|
5.66K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-81- 3.66% |
$7.48K - $9.53K
|
2.13K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-81- 1.0% |
$7.48K - $9.53K
|
8.01K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-81- 0.49% |
$7.48K - $9.53K
|
16.6K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-82- 1.99% |
$7.58K - $9.64K
|
4.03K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-83- 0.84% |
$7.67K - $9.76K
|
9.78K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-84- 1.51% |
$7.76K - $9.88K
|
5.49K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 0.91% |
$7.85K - $10K
|
9.29K
$919K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-85- 1.13% |
$7.85K - $10K
|
7.43K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-86- 1.92% |
$7.95K - $10.1K
|
4.4K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-87- 0.78% |
$8.04K - $10.2K
|
11.1K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-90- 0.89% |
$8.32K - $10.6K
|
10K
$993K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-90- 4.27% |
$8.32K - $10.6K
|
2.02K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-90- 0.37% |
$8.32K - $10.6K
|
24.1K
$2.38M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-90- 2.39% |
$8.32K - $10.6K
|
3.68K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-91- 2.09% |
$8.41K - $10.7K
|
4.27K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-93- 4.21% |
$8.59K - $10.9K
|
2.12K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-93- 0.86% |
$8.59K - $10.9K
|
10.8K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 3.7% |
$8.59K - $10.9K
|
2.42K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-94- 0.71% |
$8.68K - $11.1K
|
13.2K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-95- 3.56% |
$8.78K - $11.2K
|
2.58K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-96- 2.33% |
$8.87K - $11.3K
|
4.02K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-98- 0.85% |
$9.05K - $11.5K
|
11.4K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-99- 3.24% |
$9.15K - $11.6K
|
2.95K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.17% |
$9.24K - $11.8K
|
59.3K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-100- 1.93% |
$9.24K - $11.8K
|
5.07K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-100- 1.08% |
$9.24K - $11.8K
|
9.14K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.16% |
$9.24K - $11.8K
|
64.4K
$6.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 2.62% |
$9.24K - $11.8K
|
3.72K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 1.25% |
$9.24K - $11.8K
|
7.88K
$779K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-100- 4.32% |
$9.24K - $11.8K
|
2.22K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 8.66% |
$9.24K - $11.8K
|
1.06K
$104K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 2.76% |
$9.24K - $11.8K
|
3.52K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-100- 7.76% |
$9.24K - $11.8K
|
1.19K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-100- 2.92% |
$9.24K - $11.8K
|
3.33K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-100- 0.89% |
$9.24K - $11.8K
|
11.2K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-100- 3.83% |
$9.24K - $11.8K
|
2.51K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 2.38% |
$9.24K - $11.8K
|
4.11K
$406K
|