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 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.84K- 3.01% |
$170K - $217K
|
59.3K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.84K- 2.85% |
$170K - $217K
|
62.9K
$7.61M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.87K- 11.46% |
$173K - $220K
|
14.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.9K- 6.54% |
$175K - $223K
|
27.1K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-1.9K- 3.14% |
$176K - $224K
|
58.7K
$7.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.93K- 46.03% |
$178K - $226K
|
2.26K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.93K- 4.33% |
$179K - $227K
|
42.7K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.94K- 23.07% |
$179K - $228K
|
6.47K
$783K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.94K- 22.09% |
$180K - $228K
|
6.85K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 9.12% |
$180K - $229K
|
19.4K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-1.96K- 19.64% |
$181K - $230K
|
8K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.96K- 14.0% |
$181K - $230K
|
12K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.97K- 3.69% |
$182K - $231K
|
51.4K
$6.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 16.9% |
$182K - $232K
|
9.71K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 8.73% |
$183K - $233K
|
20.7K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.98K- 5.59% |
$183K - $233K
|
33.4K
$4.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.99K- 9.18% |
$184K - $234K
|
19.7K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.99K- 3.43% |
$184K - $234K
|
56.2K
$6.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2K- 5.37% |
$185K - $235K
|
35.3K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-2K- 47.49% |
$185K - $235K
|
2.21K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-2.04K- 12.18% |
$188K - $240K
|
14.7K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.05K- 3.66% |
$189K - $241K
|
53.8K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.05K- 51.55% |
$189K - $241K
|
1.93K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.05K- 11.57% |
$190K - $241K
|
15.7K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.06K- 4.83% |
$190K - $242K
|
40.6K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.12K- 0.91% |
$196K - $249K
|
231K
$28M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.12K- 12.37% |
$196K - $250K
|
15K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.14KClosed |
$198K - $252K
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.15K- 2.33% |
$199K - $253K
|
90.1K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.15K- 6.91% |
$199K - $253K
|
29K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.16K- 3.12% |
$200K - $254K
|
67.1K
$8.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.17K- 1.9% |
$200K - $255K
|
112K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.17K- 8.21% |
$200K - $255K
|
24.2K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.17K- 26.48% |
$201K - $256K
|
6.03K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.19K- 2.63% |
$202K - $257K
|
81K
$9.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.19K- 6.27% |
$203K - $258K
|
32.8K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 30.8% |
$203K - $258K
|
4.94K
$597K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-2.2K- 33.61% |
$203K - $259K
|
4.35K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.04% |
$204K - $259K
|
22.2K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.2K- 7.36% |
$204K - $259K
|
27.7K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.21K- 4.04% |
$204K - $260K
|
52.6K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-2.22K- 12.13% |
$205K - $261K
|
16.1K
$1.94M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.24K- 3.13% |
$207K - $263K
|
69.4K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.25K- 28.43% |
$208K - $264K
|
5.66K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-2.27K- 9.62% |
$210K - $267K
|
21.3K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 10.75% |
$210K - $267K
|
18.8K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.29K- 30.49% |
$212K - $270K
|
5.23K
$633K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.32K- 19.22% |
$214K - $272K
|
9.74K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.32K- 15.01% |
$214K - $273K
|
13.1K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 9.9% |
$217K - $276K
|
21.4K
$2.59M
|