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
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-699- 2.16% |
$64.6K - $82.2K
|
31.6K
$3.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-700- 3.64% |
$64.7K - $82.3K
|
18.5K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-703- 16.15% |
$65K - $82.7K
|
3.65K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-704- 14.39% |
$65K - $82.8K
|
4.19K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-705- 2.71% |
$65.1K - $82.9K
|
25.3K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-714- 0.52% |
$66K - $84K
|
137K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-715- 1.62% |
$66.1K - $84.1K
|
43.5K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-716- 10.95% |
$66.2K - $84.2K
|
5.82K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-716- 3.81% |
$66.2K - $84.2K
|
18.1K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-717- 8.59% |
$66.2K - $84.3K
|
7.63K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-718- 3.11% |
$66.3K - $84.4K
|
22.4K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-719- 1.58% |
$66.4K - $84.6K
|
44.8K
$4.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-720- 3.87% |
$66.5K - $84.7K
|
17.9K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-722- 22.94% |
$66.7K - $84.9K
|
2.43K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-724- 9.36% |
$66.9K - $85.1K
|
7.01K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-725- 3.68% |
$67K - $85.3K
|
19K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-727- 2.33% |
$67.2K - $85.5K
|
30.4K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-730- 7.07% |
$67.4K - $85.8K
|
9.6K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-734- 3.02% |
$67.8K - $86.3K
|
23.6K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-740- 2.26% |
$68.4K - $87K
|
32K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-741- 7.26% |
$68.5K - $87.1K
|
9.46K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-741- 0.31% |
$68.5K - $87.1K
|
238K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-745- 7.64% |
$68.8K - $87.6K
|
9.01K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-746- 12.05% |
$68.9K - $87.7K
|
5.44K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-749- 2.69% |
$69.2K - $88.1K
|
27.1K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-749- 15.17% |
$69.2K - $88.1K
|
4.19K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-754- 0.61% |
$69.7K - $88.7K
|
122K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-757- 3.54% |
$69.9K - $89K
|
20.6K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-768- 27.39% |
$71K - $90.3K
|
2.04K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-768- 27.56% |
$71K - $90.3K
|
2.02K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-769- 1.63% |
$71K - $90.4K
|
46.4K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-772- 0.47% |
$71.3K - $90.8K
|
164K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-772- 16.56% |
$71.3K - $90.8K
|
3.89K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-774- 6.68% |
$71.5K - $91K
|
10.8K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-783- 2.52% |
$72.3K - $92.1K
|
30.3K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-783- 9.03% |
$72.3K - $92.1K
|
7.89K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-785- 17.88% |
$72.5K - $92.3K
|
3.61K
$380K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-786- 2.15% |
$72.6K - $92.4K
|
35.8K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-789- 1.68% |
$72.9K - $92.8K
|
46K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-792- 11.95% |
$73.2K - $93.1K
|
5.84K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-795- 10.83% |
$73.5K - $93.5K
|
6.55K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-799- 8.33% |
$73.8K - $94K
|
8.8K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 11.85% |
$73.9K - $94.1K
|
5.95K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-800- 33.33% |
$73.9K - $94.1K
|
1.6K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-800- 13.25% |
$73.9K - $94.1K
|
5.24K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-800- 24.65% |
$73.9K - $94.1K
|
2.45K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-816- 30.4% |
$75.4K - $96K
|
1.87K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-821- 9.15% |
$75.9K - $96.5K
|
8.15K
$860K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-825- 5.76% |
$76.2K - $97K
|
13.5K
$1.43M
|