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 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-295- 4.67% |
$27.3K - $34.7K
|
6.02K
$635K
|
|
|
Jan 29, 2025
Q4 2024
|
Reik & Co., LLC
|
SELL
|
- |
-295- 3.43% |
$27.3K - $34.7K
|
8.32K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-295- 3.05% |
$27.3K - $34.7K
|
9.36K
$988K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-296- 6.24% |
$27.3K - $34.8K
|
4.44K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-298- 3.18% |
$27.5K - $35K
|
9.08K
$958K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-299- 5.21% |
$27.6K - $35.2K
|
5.44K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-299- 1.81% |
$27.6K - $35.2K
|
16.2K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-299- 2.27% |
$27.6K - $35.2K
|
12.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-299- 7.89% |
$27.6K - $35.2K
|
3.49K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-299- 0.81% |
$27.6K - $35.2K
|
36.6K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-300- 8.69% |
$27.7K - $35.3K
|
3.15K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 3.84% |
$27.7K - $35.3K
|
7.5K
$792K
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-300- 0.7% |
$27.7K - $35.3K
|
42.7K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-300- 12.82% |
$27.7K - $35.3K
|
2.04K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-300- 7.89% |
$27.7K - $35.3K
|
3.5K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-300- 9.05% |
$27.7K - $35.3K
|
3.02K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 3.4% |
$27.7K - $35.3K
|
8.52K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-300- 9.15% |
$27.7K - $35.3K
|
2.98K
$314K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-301- 1.14% |
$27.8K - $35.4K
|
26K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-303- 5.53% |
$28K - $35.6K
|
5.17K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-304- 4.12% |
$28.1K - $35.8K
|
7.08K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-305- 3.6% |
$28.2K - $35.9K
|
8.18K
$863K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-307- 16.12% |
$28.4K - $36.1K
|
1.6K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-307- 10.16% |
$28.4K - $36.1K
|
2.72K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-307- 0.24% |
$28.4K - $36.1K
|
129K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-308- 11.2% |
$28.5K - $36.2K
|
2.44K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 5.03% |
$28.5K - $36.2K
|
5.82K
$614K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-308- 1.36% |
$28.5K - $36.2K
|
22.4K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-308- 0.73% |
$28.5K - $36.2K
|
41.8K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-309- 2.61% |
$28.5K - $36.3K
|
11.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-310- 0.29% |
$28.6K - $36.5K
|
108K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-312- 10.1% |
$28.8K - $36.7K
|
2.78K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-313- 1.59% |
$28.9K - $36.8K
|
19.4K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-314- 8.08% |
$29K - $36.9K
|
3.57K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-316- 9.08% |
$29.2K - $37.2K
|
3.17K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 12.64% |
$29.2K - $37.2K
|
2.18K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-316- 3.84% |
$29.2K - $37.2K
|
7.91K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-317- 1.68% |
$29.3K - $37.3K
|
18.6K
$1.96M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-317- 4.4% |
$29.3K - $37.3K
|
6.89K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-318- 10.84% |
$29.4K - $37.4K
|
2.62K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-321- 2.33% |
$29.7K - $37.7K
|
13.5K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-321- 15.16% |
$29.7K - $37.7K
|
1.8K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-323- 0.66% |
$29.8K - $38K
|
49K
$5.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-324- 11.03% |
$29.9K - $38.1K
|
2.61K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-324- 9.86% |
$29.9K - $38.1K
|
2.96K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$915K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-325- 2.3% |
$30K - $38.2K
|
13.8K
$1.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-325- 5.79% |
$30K - $38.2K
|
5.29K
$558K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-327- 11.04% |
$30.2K - $38.5K
|
2.64K
$278K
|