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 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.31K+ 11.15% |
$398K - $507K
|
43K
$4.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.26K+ 29.78% |
$393K - $501K
|
18.6K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23K+ 118.92% |
$391K - $497K
|
7.79K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.22K+ 10.84% |
$390K - $496K
|
43.1K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.21KNew |
$389K - $496K
|
4.21K
$467K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.18KNew |
$386K - $492K
|
4.18K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.18K+ 7.78% |
$386K - $491K
|
57.9K
$6.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.13KNew |
$382K - $486K
|
4.13K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.08K+ 6.17% |
$377K - $480K
|
70.2K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
4.08KNew |
$377K - $480K
|
4.08K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.08KNew |
$377K - $480K
|
4.08K
$452K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.06K+ 4.05% |
$375K - $477K
|
104K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4KNew |
$370K - $471K
|
4K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.95KNew |
$365K - $464K
|
3.95K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.92KNew |
$362K - $461K
|
3.92K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.91K+ 2.54% |
$361K - $459K
|
158K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.89KNew |
$359K - $457K
|
3.89K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.87KNew |
$357K - $455K
|
3.87K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.86K+ 225.51% |
$357K - $454K
|
5.58K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.84K+ 130.16% |
$355K - $452K
|
6.79K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.83K+ 7.8% |
$354K - $450K
|
52.9K
$5.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.78KNew |
$349K - $445K
|
3.78K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.75KNew |
$346K - $441K
|
3.75K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.67KNew |
$339K - $431K
|
3.67K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
3.64K+ 72.54% |
$337K - $428K
|
8.67K
$961K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.63KNew |
$336K - $427K
|
3.63K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.62K+ 408.58% |
$334K - $426K
|
4.51K
$500K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.6K+ 28.24% |
$333K - $424K
|
16.4K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.5KNew |
$323K - $412K
|
3.5K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.49KNew |
$323K - $411K
|
3.49K
$387K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
3.48K+ 2.38% |
$321K - $409K
|
150K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.43KNew |
$317K - $404K
|
3.43K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
3.43KNew |
$317K - $403K
|
3.43K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.41KNew |
$315K - $401K
|
3.41K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.38K+ 58.37% |
$313K - $398K
|
9.18K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$312K - $397K
|
3.38K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.36K+ 87.07% |
$310K - $395K
|
7.22K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.34KNew |
$308K - $392K
|
3.34K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33KNew |
$307K - $391K
|
3.33K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.31KNew |
$306K - $389K
|
3.31K
$367K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.3K+ 16.77% |
$305K - $388K
|
23K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.27K+ 13.23% |
$302K - $385K
|
28K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.25K+ 0.62% |
$300K - $382K
|
526K
$58.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.19KNew |
$295K - $375K
|
3.19K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.19KNew |
$295K - $375K
|
3.19K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.19K+ 5.14% |
$294K - $375K
|
65.1K
$7.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.16K+ 20.66% |
$292K - $372K
|
18.5K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.11K+ 8.67% |
$288K - $366K
|
39K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$287K - $365K
|
3.11K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.1KNew |
$287K - $365K
|
3.1K
$344K
|