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 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.23K- 10.07% |
$299K - $380K
|
28.9K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.26K- 1.12% |
$301K - $384K
|
289K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3.27K- 94.78% |
$302K - $385K
|
180
$19K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.27K- 7.67% |
$302K - $385K
|
39.4K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$755K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.33K- 4.51% |
$308K - $391K
|
70.5K
$7.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.37K- 86.8% |
$312K - $397K
|
513
$54.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.38K- 37.38% |
$312K - $398K
|
5.66K
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-3.42K- 3.66% |
$316K - $402K
|
89.8K
$9.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-3.42K- 7.94% |
$316K - $402K
|
39.6K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.44K- 32.32% |
$317K - $404K
|
7.19K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.44K- 5.03% |
$318K - $405K
|
65K
$6.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.46K- 11.62% |
$319K - $407K
|
26.3K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.52K- 46.15% |
$325K - $413K
|
4.1K
$433K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.56K- 7.03% |
$329K - $419K
|
47.1K
$4.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.58K- 6.38% |
$330K - $421K
|
52.5K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.58K- 0.67% |
$330K - $421K
|
530K
$56M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 11.55% |
$336K - $427K
|
27.8K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 9.68% |
$337K - $429K
|
34K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.65K- 16.72% |
$337K - $429K
|
18.2K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.71K- 12.5% |
$343K - $437K
|
26K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-3.73K- 70.11% |
$345K - $439K
|
1.59K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.77K- 4.15% |
$349K - $444K
|
87.2K
$9.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.85K- 4.48% |
$355K - $452K
|
82K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.87K- 4.5% |
$357K - $455K
|
82.1K
$8.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.88K- 4.83% |
$358K - $456K
|
76.4K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.89K- 1.06% |
$359K - $457K
|
362K
$38.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.9K- 6.77% |
$360K - $459K
|
53.7K
$5.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.95K- 68.38% |
$365K - $464K
|
1.83K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 1.82% |
$365K - $465K
|
214K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.97K- 18.1% |
$367K - $467K
|
18K
$1.9M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-3.99K- 55.73% |
$368K - $469K
|
3.17K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.05K- 4.01% |
$374K - $476K
|
97K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.12K- 11.87% |
$381K - $485K
|
30.6K
$3.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.14K- 11.26% |
$382K - $487K
|
32.6K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.15K- 3.11% |
$383K - $488K
|
129K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.16K- 3.85% |
$384K - $489K
|
104K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.19K- 7.76% |
$387K - $492K
|
49.7K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.19K- 56.68% |
$387K - $493K
|
3.2K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.2K- 90.44% |
$388K - $494K
|
444
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.22K- 46.36% |
$390K - $496K
|
4.88K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.23K- 10.03% |
$390K - $497K
|
37.9K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.23K- 2.01% |
$391K - $497K
|
206K
$21.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-4.27K- 10.41% |
$394K - $502K
|
36.7K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.27K- 5.44% |
$394K - $502K
|
74.1K
$7.82M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.3K- 1.77% |
$397K - $506K
|
239K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-4.3K- 16.39% |
$397K - $506K
|
21.9K
$2.31M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.3K- 36.86% |
$397K - $506K
|
7.37K
$777K
|