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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$1.01M - $1.29M
|
11K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 53.21% |
$979K - $1.25M
|
30.5K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.5KNew |
$969K - $1.23M
|
10.5K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
10.4KNew |
$964K - $1.23M
|
10.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$964K - $1.23M
|
10.4K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
10.4KNew |
$958K - $1.22M
|
10.4K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$952K - $1.21M
|
10.3K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.3K+ 72.54% |
$952K - $1.21M
|
24.5K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.3KNew |
$947K - $1.21M
|
10.3K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
9.97K+ 13.25% |
$921K - $1.17M
|
85.2K
$9.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.95K+ 11.59% |
$919K - $1.17M
|
95.8K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
9.89KNew |
$914K - $1.16M
|
9.89K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.81K+ 384.75% |
$906K - $1.15M
|
12.4K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9.73KNew |
$899K - $1.14M
|
9.73K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
9.71KNew |
$897K - $1.14M
|
9.71K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.68K+ 160.23% |
$894K - $1.14M
|
15.7K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.6KNew |
$887K - $1.13M
|
9.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.58K+ 6515.65% |
$885K - $1.13M
|
9.73K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
9.5K+ 24.2% |
$878K - $1.12M
|
48.8K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.32K+ 6.93% |
$861K - $1.1M
|
144K
$16.3M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
9.28KNew |
$858K - $1.09M
|
9.28K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
9.09K+ 58.7% |
$840K - $1.07M
|
24.6K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.96K+ 67.21% |
$828K - $1.05M
|
22.3K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
8.85KNew |
$818K - $1.04M
|
8.85K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
8.72KNew |
$805K - $1.03M
|
8.72K
$985K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.72K+ 54.58% |
$805K - $1.02M
|
24.7K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
8.7KNew |
$804K - $1.02M
|
8.7K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
8.64K+ 24.86% |
$798K - $1.02M
|
43.4K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.58K+ 2.44% |
$793K - $1.01M
|
361K
$40.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
8.5K+ 121.43% |
$785K - $1M
|
15.5K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.46K+ 1.07% |
$782K - $995K
|
798K
$90.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.45K+ 6.9% |
$781K - $994K
|
131K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.43KNew |
$779K - $992K
|
8.43K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.43K+ 163.89% |
$779K - $992K
|
13.6K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.43KNew |
$779K - $991K
|
8.43K
$953K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.31KNew |
$768K - $977K
|
8.31K
$939K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
8.22KNew |
$759K - $966K
|
8.22K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.14K+ 28.23% |
$752K - $957K
|
37K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.02K+ 5.29% |
$741K - $944K
|
160K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
7.91KNew |
$731K - $931K
|
7.91K
$894K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
7.77KNew |
$718K - $914K
|
7.77K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.71K+ 100.77% |
$713K - $907K
|
15.4K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.71KNew |
$712K - $907K
|
7.71K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.71K+ 2.5% |
$712K - $906K
|
316K
$35.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
7.68K+ 58.57% |
$709K - $903K
|
20.8K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.57K+ 30.96% |
$699K - $890K
|
32K
$3.62M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
7.5K+ 270.33% |
$693K - $882K
|
10.3K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7.42K+ 1.57% |
$686K - $873K
|
479K
$54.2M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
7.41KNew |
$684K - $871K
|
7.41K
$837K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
7.36K+ 11.63% |
$680K - $866K
|
70.7K
$7.99M
|