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 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
597+ 0.6% |
$55.2K - $70.2K
|
101K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
595+ 0.51% |
$55K - $70K
|
117K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
584+ 5.29% |
$54K - $68.7K
|
11.6K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
575+ 3.41% |
$53.1K - $67.6K
|
17.4K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
566+ 2.01% |
$52.3K - $66.6K
|
28.7K
$3.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
555+ 3.92% |
$51.3K - $65.3K
|
14.7K
$1.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
551+ 29.72% |
$50.9K - $64.8K
|
2.41K
$272K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 29.75% |
$50.8K - $64.7K
|
2.4K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$62.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
541+ 6.94% |
$50K - $63.6K
|
8.34K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
541+ 13.29% |
$50K - $63.6K
|
4.61K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
538+ 0.75% |
$49.7K - $63.3K
|
72.6K
$8.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.17% |
$48.5K - $61.7K
|
45.6K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
515+ 16.32% |
$47.6K - $60.6K
|
3.67K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
515+ 1.82% |
$47.6K - $60.6K
|
28.7K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
513+ 2.27% |
$47.4K - $60.3K
|
23.1K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
507+ 0.84% |
$46.8K - $59.6K
|
60.8K
$6.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$56.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
498+ 20.77% |
$46K - $58.6K
|
2.9K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
496+ 7.86% |
$45.8K - $58.3K
|
6.81K
$770K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
488+ 4.48% |
$45.1K - $57.4K
|
11.4K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
488+ 10.36% |
$45.1K - $57.4K
|
5.2K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
481+ 11.73% |
$44.4K - $56.6K
|
4.58K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
471+ 2.96% |
$43.5K - $55.4K
|
16.4K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
467+ 12.35% |
$43.1K - $54.9K
|
4.25K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
464New |
$42.9K - $54.6K
|
464
$52.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
452+ 2.25% |
$41.8K - $53.2K
|
20.5K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
443+ 6.58% |
$40.9K - $52.1K
|
7.17K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
443New |
$40.9K - $52.1K
|
443
$50.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
441+ 13.57% |
$40.7K - $51.9K
|
3.69K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
430+ 4.57% |
$39.7K - $50.6K
|
9.85K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
430+ 1.27% |
$39.7K - $50.6K
|
34.4K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
426+ 1.31% |
$39.4K - $50.1K
|
32.9K
$3.72M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
420+ 3.58% |
$38.8K - $49.4K
|
12.2K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
408+ 0.95% |
$37.7K - $48K
|
43.3K
$4.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
401+ 0.88% |
$37K - $47.2K
|
46.1K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 3.67% |
$36.8K - $46.8K
|
11.2K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
397+ 4.07% |
$36.7K - $46.7K
|
10.2K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
391+ 5.04% |
$36.1K - $46K
|
8.15K
$921K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
389+ 5.61% |
$35.9K - $45.7K
|
7.32K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
389+ 9.59% |
$35.9K - $45.7K
|
4.45K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386+ 1.28% |
$35.7K - $45.4K
|
30.5K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
382New |
$35.3K - $44.9K
|
382
$43.2K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
380+ 17.31% |
$35.1K - $44.7K
|
2.58K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
375+ 6.32% |
$34.6K - $44.1K
|
6.31K
$713K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
372+ 1.22% |
$34.4K - $43.7K
|
30.8K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
370+ 1.22% |
$34.2K - $43.5K
|
30.6K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
370+ 8.92% |
$34.2K - $43.5K
|
4.52K
$511K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
368+ 1.54% |
$34K - $43.3K
|
24.3K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 1.44% |
$33.5K - $42.7K
|
25.5K
$2.89M
|