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 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.35K+ 117.51% |
$679K - $864K
|
13.6K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.18K+ 13.31% |
$663K - $844K
|
61.1K
$6.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.15KNew |
$661K - $841K
|
7.15K
$808K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
BUY
|
- |
7.15K+ 15.71% |
$660K - $841K
|
52.6K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.15KNew |
$660K - $840K
|
7.15K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.07K+ 4.8% |
$653K - $832K
|
154K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 58.33% |
$647K - $823K
|
19K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
7K+ 60.87% |
$647K - $823K
|
18.5K
$2.09M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.99K+ 0.21% |
$646K - $822K
|
3.29M
$372M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.96K+ 14.25% |
$643K - $818K
|
55.8K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.92KNew |
$640K - $814K
|
6.92K
$783K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.9KNew |
$637K - $811K
|
6.9K
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87KNew |
$635K - $808K
|
6.87K
$777K
|
|
|
Feb 19, 2025
Q4 2024
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
6.84K+ 38.98% |
$632K - $804K
|
24.4K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
6.81KNew |
$629K - $801K
|
6.81K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.74KNew |
$623K - $793K
|
6.74K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
6.74KNew |
$623K - $793K
|
6.74K
$762K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
6.74KNew |
$622K - $792K
|
6.74K
$761K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.66KNew |
$615K - $783K
|
6.66K
$753K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
6.61K+ 5.51% |
$610K - $777K
|
127K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
6.55KNew |
$605K - $770K
|
6.55K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.54KNew |
$604K - $769K
|
6.54K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.51K+ 193.58% |
$602K - $766K
|
9.88K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
6.49K+ 8.64% |
$600K - $763K
|
81.6K
$9.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.45K+ 1.36% |
$596K - $758K
|
480K
$54.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.44KNew |
$595K - $757K
|
6.44K
$728K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.32K+ 111.69% |
$584K - $743K
|
12K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.2K+ 102.89% |
$573K - $729K
|
12.2K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.15K+ 3.75% |
$568K - $724K
|
170K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.03K+ 20.3% |
$557K - $709K
|
35.7K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.03KNew |
$557K - $709K
|
6.03K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
5.97KNew |
$551K - $702K
|
5.97K
$675K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.96K+ 18.08% |
$550K - $700K
|
38.9K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.91KNew |
$546K - $695K
|
5.91K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
5.89KNew |
$544K - $693K
|
5.89K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.86KNew |
$541K - $689K
|
5.86K
$662K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.84KNew |
$539K - $686K
|
5.84K
$660K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.84KNew |
$539K - $686K
|
5.84K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5.82KNew |
$538K - $685K
|
5.82K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
5.81K+ 11.0% |
$537K - $683K
|
58.6K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.81KNew |
$537K - $683K
|
5.81K
$656K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
5.77KNew |
$533K - $678K
|
5.77K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
5.77K+ 67.89% |
$533K - $678K
|
14.3K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.75KNew |
$531K - $676K
|
5.75K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.75K+ 17956.25% |
$531K - $676K
|
5.78K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.74KNew |
$530K - $675K
|
5.74K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
5.67K+ 15.18% |
$524K - $667K
|
43K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.66KNew |
$522K - $665K
|
5.66K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
5.61KNew |
$518K - $660K
|
5.61K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.6KNew |
$517K - $659K
|
5.6K
$633K
|