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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-327- 9.11% |
$30.2K - $38.5K
|
3.26K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-332- 4.74% |
$30.7K - $39K
|
6.67K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-335- 0.42% |
$31K - $39.4K
|
79.1K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-335- 3.34% |
$31K - $39.4K
|
9.71K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-339- 50.07% |
$31.3K - $39.9K
|
338
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-340- 3.32% |
$31.4K - $40K
|
9.89K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-341- 4.08% |
$31.5K - $40.1K
|
8.01K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-345- 2.64% |
$31.9K - $40.6K
|
12.7K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-346- 0.04% |
$32K - $40.7K
|
794K
$83.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 10.03% |
$32.1K - $40.8K
|
3.11K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-347- 15.39% |
$32.1K - $40.8K
|
1.91K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-350- 2.04% |
$32.3K - $41.2K
|
16.8K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-350- 13.36% |
$32.3K - $41.2K
|
2.27K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-352- 12.67% |
$32.5K - $41.4K
|
2.43K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-355- 8.3% |
$32.8K - $41.7K
|
3.92K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-356- 5.72% |
$32.9K - $41.9K
|
5.87K
$620K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-356- 1.37% |
$32.9K - $41.9K
|
25.5K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-358- 1.26% |
$33.1K - $42.1K
|
28.1K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-359- 2.21% |
$33.2K - $42.2K
|
15.9K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-366- 9.27% |
$33.8K - $43K
|
3.58K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-367- 0.72% |
$33.9K - $43.2K
|
50.3K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-367- 1.83% |
$33.9K - $43.2K
|
19.7K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-369- 2.08% |
$34.1K - $43.4K
|
17.3K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-370- 11.63% |
$34.2K - $43.5K
|
2.81K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-372- 8.46% |
$34.4K - $43.7K
|
4.03K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.8% |
$34.6K - $44.1K
|
9.49K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-375- 1.6% |
$34.6K - $44.1K
|
23K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-377- 0.54% |
$34.8K - $44.3K
|
69.6K
$7.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-378- 4.13% |
$34.9K - $44.5K
|
8.77K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-379- 3.22% |
$35K - $44.6K
|
11.4K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-380- 1.26% |
$35.1K - $44.7K
|
29.7K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-382- 16.02% |
$35.3K - $44.9K
|
2K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-382- 1.06% |
$35.3K - $44.9K
|
35.7K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-384- 9.85% |
$35.5K - $45.2K
|
3.51K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-387- 7.84% |
$35.8K - $45.5K
|
4.55K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-388- 1.29% |
$35.8K - $45.6K
|
29.6K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-396- 1.08% |
$36.6K - $46.6K
|
36.2K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-398- 1.71% |
$36.8K - $46.8K
|
22.8K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$3.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 8.16% |
$37K - $47K
|
4.5K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.14% |
$37K - $47K
|
18.3K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 0.82% |
$37K - $47K
|
48.3K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 12.4% |
$37K - $47K
|
2.83K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-400- 46.24% |
$37K - $47K
|
465
$49.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-400- 8.74% |
$37K - $47K
|
4.18K
$441K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 5.45% |
$37K - $47K
|
6.94K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-400- 17.39% |
$37K - $47K
|
1.9K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-401- 0.61% |
$37K - $47.2K
|
65.3K
$6.89M
|