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 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-182- 0.44% |
$16.8K - $21.4K
|
41.1K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-185- 66.07% |
$17.1K - $21.8K
|
95
$10K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.42% |
$17.2K - $21.9K
|
7.51K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-186- 2.95% |
$17.2K - $21.9K
|
6.11K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-186- 5.32% |
$17.2K - $21.9K
|
3.31K
$349K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 0.78% |
$17.4K - $22.1K
|
23.9K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-188- 4.8% |
$17.4K - $22.1K
|
3.73K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-190- 2.43% |
$17.6K - $22.3K
|
7.62K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-191- 7.72% |
$17.6K - $22.5K
|
2.28K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-194- 64.45% |
$17.9K - $22.8K
|
107
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-194- 2.51% |
$17.9K - $22.8K
|
7.55K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-194- 2.0% |
$17.9K - $22.8K
|
9.49K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-194- 5.38% |
$17.9K - $22.8K
|
3.41K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-194- 7.9% |
$17.9K - $22.8K
|
2.26K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-197- 1.87% |
$18.2K - $23.2K
|
10.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-198- 7.53% |
$18.3K - $23.3K
|
2.43K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-198- 5.19% |
$18.3K - $23.3K
|
3.62K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-199- 3.81% |
$18.4K - $23.4K
|
5.03K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-200- 8.75% |
$18.5K - $23.5K
|
2.09K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-200- 1.91% |
$18.5K - $23.5K
|
10.3K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 1.35% |
$18.5K - $23.5K
|
14.6K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-200- 3.93% |
$18.5K - $23.5K
|
4.88K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 3.32% |
$18.5K - $23.5K
|
5.82K
$614K
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-200- 2.66% |
$18.5K - $23.5K
|
7.32K
$772K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.35% |
$18.5K - $23.5K
|
14.6K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-200- 7.2% |
$18.5K - $23.5K
|
2.58K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-200- 0.3% |
$18.5K - $23.5K
|
67.2K
$7.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-203- 7.52% |
$18.8K - $23.9K
|
2.5K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-204- 1.08% |
$18.8K - $24K
|
18.7K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-207- 1.19% |
$19.1K - $24.3K
|
17.1K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-208- 8.82% |
$19.2K - $24.5K
|
2.15K
$227K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-210- 2.91% |
$19.4K - $24.7K
|
7.02K
$740K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-210- 0.66% |
$19.4K - $24.7K
|
31.5K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-213- 6.29% |
$19.7K - $25K
|
3.18K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-214- 0.22% |
$19.8K - $25.2K
|
95.5K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-215- 0.94% |
$19.9K - $25.3K
|
22.6K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-215- 2.02% |
$19.9K - $25.3K
|
10.4K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-217- 3.43% |
$20K - $25.5K
|
6.11K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-219- 5.79% |
$20.2K - $25.8K
|
3.57K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-221- 22.48% |
$20.4K - $26K
|
762
$80.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-222- 0.42% |
$20.5K - $26.1K
|
52.3K
$5.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-224- 2.36% |
$20.7K - $26.3K
|
9.26K
$977K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-225- 1.63% |
$20.8K - $26.5K
|
13.6K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-225- 9.51% |
$20.8K - $26.5K
|
2.14K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-225- 2.18% |
$20.8K - $26.5K
|
10.1K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-227- 3.28% |
$21K - $26.7K
|
6.69K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-229- 3.7% |
$21.2K - $26.9K
|
5.96K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-229- 2.36% |
$21.2K - $26.9K
|
9.48K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-229- 0.4% |
$21.2K - $26.9K
|
57.5K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-229- 3.34% |
$21.2K - $26.9K
|
6.63K
$699K
|