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 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.35K- 18.87% |
$402K - $512K
|
18.7K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.44K- 70.6% |
$410K - $522K
|
1.85K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.49K- 6.39% |
$415K - $528K
|
65.8K
$6.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.5K- 2.96% |
$415K - $529K
|
147K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.52K- 4.48% |
$418K - $532K
|
96.5K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-4.6K- 11.28% |
$425K - $540K
|
36.2K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.62K- 2.71% |
$426K - $543K
|
165K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.66K- 4.31% |
$431K - $548K
|
103K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.67K- 16.14% |
$431K - $549K
|
24.3K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.68K- 72.56% |
$432K - $550K
|
1.77K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.68K- 3.71% |
$433K - $551K
|
122K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 4.6% |
$434K - $553K
|
97.4K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-4.73K- 15.26% |
$437K - $556K
|
26.2K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.75K- 5.48% |
$439K - $559K
|
81.9K
$8.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.79K- 21.07% |
$442K - $563K
|
17.9K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.82K- 48.53% |
$445K - $566K
|
5.11K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.84K- 5.72% |
$447K - $569K
|
79.8K
$8.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.86K- 26.46% |
$449K - $572K
|
13.5K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.87K- 25.26% |
$450K - $573K
|
14.4K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.98K- 3.51% |
$460K - $585K
|
137K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5K- 20.71% |
$462K - $588K
|
19.1K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-5.01K- 39.41% |
$463K - $589K
|
7.7K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-5.01K- 3.94% |
$463K - $589K
|
122K
$12.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5.03K- 13.16% |
$465K - $592K
|
33.2K
$3.5M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.05K- 5.48% |
$466K - $594K
|
87K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.15K- 10.03% |
$476K - $606K
|
46.2K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.19K- 0.77% |
$479K - $610K
|
668K
$70.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-5.2K- 6.39% |
$481K - $612K
|
76.2K
$8.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.25K- 4.77% |
$485K - $618K
|
105K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.34K- 41.62% |
$493K - $627K
|
7.48K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5.35K- 6.12% |
$494K - $629K
|
82K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-5.35K- 1.01% |
$494K - $629K
|
523K
$55.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.39K- 1.75% |
$498K - $634K
|
303K
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.39K- 7.75% |
$498K - $634K
|
64.2K
$6.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-5.46K- 5.83% |
$505K - $642K
|
88.3K
$9.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-5.5K- 3.07% |
$508K - $647K
|
174K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.54K- 0.84% |
$511K - $651K
|
655K
$69.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.59K- 14.24% |
$516K - $657K
|
33.6K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.64K- 7.12% |
$521K - $663K
|
73.5K
$7.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.64K- 10.03% |
$521K - $663K
|
50.6K
$5.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-5.64K- 16.1% |
$521K - $664K
|
29.4K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.66K- 0.47% |
$523K - $665K
|
1.21M
$128M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 27.38% |
$524K - $667K
|
15.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.7K- 26.69% |
$527K - $671K
|
15.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-5.71K- 36.94% |
$527K - $671K
|
9.75K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-5.74K- 3.59% |
$530K - $675K
|
154K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-5.77K- 1.94% |
$533K - $679K
|
292K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.85K- 12.5% |
$540K - $688K
|
40.9K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.88K- 56.22% |
$543K - $691K
|
4.58K
$483K
|