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 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.27K- 11.57% |
$117K - $149K
|
9.67K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.27K- 0.59% |
$118K - $150K
|
216K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.28K- 21.22% |
$118K - $150K
|
4.74K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.28K- 5.79% |
$118K - $150K
|
20.8K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.29K- 3.08% |
$119K - $151K
|
40.5K
$4.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.3K- 4.58% |
$120K - $153K
|
27.1K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.31K- 7.47% |
$121K - $153K
|
16.2K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.31K- 8.71% |
$121K - $154K
|
13.7K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$121K - $154K
|
66.4K
$7M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.31K- 3.73% |
$121K - $155K
|
33.9K
$3.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 18.85% |
$122K - $155K
|
5.67K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32K- 1.75% |
$122K - $155K
|
74K
$7.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.32K- 3.37% |
$122K - $155K
|
37.8K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.32K- 9.13% |
$122K - $155K
|
13.1K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.33K- 7.04% |
$123K - $156K
|
17.5K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 0.8% |
$123K - $157K
|
166K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.34K- 18.31% |
$123K - $157K
|
5.96K
$629K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 1.31% |
$124K - $157K
|
101K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.34K- 26.11% |
$124K - $158K
|
3.8K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.36K- 18.38% |
$126K - $160K
|
6.04K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.36K- 9.66% |
$126K - $160K
|
12.8K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.37K- 26.3% |
$127K - $161K
|
3.84K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.38K- 18.72% |
$127K - $162K
|
5.97K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.38K- 7.53% |
$127K - $162K
|
16.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.38K- 11.72% |
$127K - $162K
|
10.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.53% |
$128K - $163K
|
53.3K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 7.15% |
$129K - $164K
|
18.1K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.4K- 30.85% |
$130K - $165K
|
3.14K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.42K- 11.03% |
$131K - $167K
|
11.5K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
SELL
|
- |
-1.43K- 30.07% |
$132K - $168K
|
3.33K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.43K- 4.58% |
$132K - $169K
|
29.9K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.45K- 10.85% |
$134K - $170K
|
11.9K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.45K- 11.73% |
$134K - $171K
|
10.9K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.45K- 6.67% |
$134K - $171K
|
20.3K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 3.7% |
$135K - $171K
|
37.9K
$4M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.89% |
$135K - $172K
|
76K
$8.01M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.46K- 5.23% |
$135K - $172K
|
26.5K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.48K- 8.34% |
$136K - $174K
|
16.2K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.49K- 34.33% |
$137K - $175K
|
2.84K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.49K- 5.39% |
$138K - $175K
|
26.2K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.49K- 12.33% |
$138K - $175K
|
10.6K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.5K- 80.87% |
$139K - $177K
|
355
$37.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.52K- 23.2% |
$140K - $178K
|
5.02K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.52K- 3.0% |
$140K - $179K
|
49K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.53K- 11.82% |
$141K - $179K
|
11.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.53K- 22.69% |
$141K - $180K
|
5.21K
$549K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 4.78% |
$142K - $181K
|
30.6K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.54K- 2.88% |
$142K - $181K
|
51.8K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.54K- 26.69% |
$142K - $181K
|
4.22K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.54K- 19.97% |
$142K - $181K
|
6.17K
$651K
|