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 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-825- 5.26% |
$76.2K - $97K
|
14.9K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-826- 6.99% |
$76.3K - $97.1K
|
11K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-830- 1.01% |
$76.7K - $97.6K
|
81.4K
$8.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-830- 4.48% |
$76.7K - $97.6K
|
17.7K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-834- 6.32% |
$77.1K - $98.1K
|
12.4K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-837- 15.65% |
$77.3K - $98.4K
|
4.51K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-843- 30.27% |
$77.9K - $99.1K
|
1.94K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-849- 3.44% |
$78.4K - $99.8K
|
23.8K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-852- 22.58% |
$78.7K - $100K
|
2.92K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-853- 20.11% |
$78.8K - $100K
|
3.39K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-855- 2.58% |
$79K - $101K
|
32.3K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-856- 30.59% |
$79.1K - $101K
|
1.94K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-858- 23.4% |
$79.3K - $101K
|
2.81K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-860- 9.72% |
$79.5K - $101K
|
7.99K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-878- 0.7% |
$81.1K - $103K
|
124K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-880- 1.39% |
$81.3K - $103K
|
62.2K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-886- 1.53% |
$81.9K - $104K
|
56.9K
$6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-890- 2.56% |
$82.2K - $105K
|
33.9K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-900- 2.89% |
$83.2K - $106K
|
30.2K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-901- 2.07% |
$83.2K - $106K
|
42.5K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-910- 5.08% |
$84.1K - $107K
|
17K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-910- 3.01% |
$84.1K - $107K
|
29.4K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-913- 4.81% |
$84.4K - $107K
|
18.1K
$1.91M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-914- 16.1% |
$84.4K - $107K
|
4.76K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-917- 11.08% |
$84.7K - $108K
|
7.36K
$777K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-923- 10.59% |
$85.3K - $109K
|
7.79K
$822K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-925- 12.97% |
$85.5K - $109K
|
6.21K
$655K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-935- 35.89% |
$86.4K - $110K
|
1.67K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-935- 0.42% |
$86.4K - $110K
|
221K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-937- 1.24% |
$86.6K - $110K
|
74.9K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-937- 34.09% |
$86.6K - $110K
|
1.81K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-938- 13.04% |
$86.7K - $110K
|
6.26K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-940- 5.79% |
$86.8K - $111K
|
15.3K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-941- 13.42% |
$86.9K - $111K
|
6.07K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-944- 9.67% |
$87.2K - $111K
|
8.82K
$931K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-944- 4.49% |
$87.2K - $111K
|
20.1K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-947- 32.42% |
$87.5K - $111K
|
1.97K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-952- 34.31% |
$88K - $112K
|
1.82K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-955- 6.47% |
$88.2K - $112K
|
13.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-956- 18.99% |
$88.3K - $112K
|
4.08K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-961- 7.23% |
$88.8K - $113K
|
12.3K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-962- 16.65% |
$88.9K - $113K
|
4.82K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-968- 0.78% |
$89.4K - $114K
|
123K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-971- 0.96% |
$89.7K - $114K
|
101K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-979- 19.6% |
$90.4K - $115K
|
4.02K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-990- 4.51% |
$91.5K - $116K
|
21K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-993- 9.65% |
$91.7K - $117K
|
9.3K
$981K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.01K- 18.22% |
$92.9K - $118K
|
4.51K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 4.3% |
$93.3K - $119K
|
22.5K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.01K- 26.88% |
$93.5K - $119K
|
2.75K
$290K
|