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 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.03K- 18.52% |
$94.7K - $121K
|
4.51K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.03K- 37.04% |
$95.2K - $121K
|
1.75K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.04K- 8.37% |
$95.7K - $122K
|
11.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.04K- 12.17% |
$96.4K - $123K
|
7.53K
$794K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.06K- 4.63% |
$97.5K - $124K
|
21.7K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.06K- 4.24% |
$97.6K - $124K
|
23.9K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 7.49% |
$97.7K - $124K
|
13.1K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.06K- 2.8% |
$98.1K - $125K
|
36.9K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.06K- 0.82% |
$98.2K - $125K
|
128K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 24.49% |
$98.6K - $125K
|
3.29K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.07K- 3.56% |
$98.7K - $126K
|
29K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.08K- 7.28% |
$99.3K - $126K
|
13.7K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.08K- 1.67% |
$99.6K - $127K
|
63.4K
$6.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.08K- 30.47% |
$99.9K - $127K
|
2.47K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.08K- 5.62% |
$100K - $127K
|
18.2K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.09K- 33.2% |
$101K - $128K
|
2.19K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.1K- 1.75% |
$101K - $129K
|
61.8K
$6.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 14.12% |
$102K - $129K
|
6.69K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.1K- 0.02% |
$102K - $129K
|
4.71M
$497M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.11K- 1.28% |
$103K - $131K
|
85.8K
$9.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 11.34% |
$103K - $131K
|
8.72K
$920K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 18.8% |
$103K - $131K
|
4.83K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.12K- 0.18% |
$103K - $132K
|
628K
$66.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.12K- 5.78% |
$103K - $132K
|
18.3K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.12K- 12.84% |
$104K - $132K
|
7.61K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.13K- 1.48% |
$104K - $132K
|
74.8K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.13K- 5.42% |
$104K - $133K
|
19.7K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.13K- 31.28% |
$104K - $133K
|
2.49K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 22.45% |
$105K - $133K
|
3.91K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.14K- 6.38% |
$105K - $133K
|
16.7K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 6.06% |
$105K - $134K
|
17.6K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.15K- 4.03% |
$106K - $135K
|
27.2K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.16K- 3.83% |
$107K - $136K
|
29.1K
$3.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.16K- 5.64% |
$107K - $137K
|
19.5K
$2.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 2.17% |
$108K - $138K
|
53K
$5.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.18K- 4.76% |
$109K - $139K
|
23.6K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 11.66% |
$110K - $140K
|
9K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.2K- 2.39% |
$110K - $141K
|
48.8K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-1.2K- 1.91% |
$111K - $141K
|
61.7K
$6.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-1.2K- 8.0% |
$111K - $141K
|
13.8K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.21K- 1.99% |
$112K - $142K
|
59.3K
$6.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-1.21K- 30.64% |
$112K - $143K
|
2.75K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 11.01% |
$114K - $145K
|
9.99K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.24K- 7.22% |
$115K - $146K
|
15.9K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.25K- 20.35% |
$115K - $146K
|
4.87K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.29% |
$115K - $147K
|
12.2K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 1.09% |
$115K - $147K
|
113K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.25K- 4.78% |
$115K - $147K
|
24.9K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 2.83% |
$116K - $148K
|
43.2K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.27K- 2.84% |
$117K - $149K
|
43.3K
$4.57M
|