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 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.47KNew |
$505K - $643K
|
5.47K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.35K+ 31.31% |
$494K - $629K
|
22.4K
$2.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.34K+ 65.01% |
$493K - $627K
|
13.5K
$1.53M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.3KNew |
$489K - $623K
|
5.3K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
5.18K+ 87.16% |
$479K - $609K
|
11.1K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.16K+ 1.19% |
$476K - $606K
|
438K
$49.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.15KNew |
$476K - $605K
|
5.15K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.13K+ 48.13% |
$474K - $603K
|
15.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
5.11KNew |
$472K - $601K
|
5.11K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
5.11K+ 170.53% |
$472K - $601K
|
8.11K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.1K+ 1.88% |
$471K - $600K
|
276K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.06K+ 2.52% |
$468K - $595K
|
206K
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.04K+ 2894.25% |
$465K - $592K
|
5.21K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.03KNew |
$465K - $592K
|
5.03K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.03K+ 9.56% |
$465K - $592K
|
57.7K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.01K+ 5.44% |
$463K - $589K
|
97.1K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
5.01K+ 163.43% |
$463K - $589K
|
8.07K
$912K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.97K+ 10.3% |
$459K - $585K
|
53.3K
$6.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.97K+ 64.33% |
$459K - $584K
|
12.7K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.91K+ 18.2% |
$454K - $577K
|
31.9K
$3.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.9KNew |
$453K - $576K
|
4.9K
$554K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
4.89KNew |
$452K - $575K
|
4.89K
$553K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
4.85K+ 1.83% |
$448K - $570K
|
270K
$30.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.85K+ 13.19% |
$448K - $570K
|
41.6K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.79K+ 5.46% |
$443K - $563K
|
92.5K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.76K+ 94.87% |
$439K - $559K
|
9.77K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.75KNew |
$439K - $559K
|
4.75K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.72KNew |
$436K - $555K
|
4.72K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.72K+ 21.87% |
$436K - $555K
|
26.3K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.71K+ 10.72% |
$435K - $554K
|
48.7K
$5.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.64K+ 7.97% |
$429K - $546K
|
62.9K
$7.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.64K+ 18.32% |
$429K - $545K
|
30K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 68.25% |
$427K - $543K
|
11.4K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4.6KNew |
$425K - $541K
|
4.6K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.58K+ 25.72% |
$423K - $538K
|
22.4K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.57KNew |
$422K - $538K
|
4.57K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.56K+ 11.22% |
$421K - $536K
|
45.2K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.54K+ 35.25% |
$420K - $534K
|
17.4K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
4.53K+ 5.21% |
$418K - $532K
|
91.4K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.5K+ 126.8% |
$416K - $529K
|
8.05K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.47KNew |
$413K - $526K
|
4.47K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.46K+ 441.05% |
$412K - $524K
|
5.47K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.42K+ 443.57% |
$408K - $520K
|
5.41K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
4.4KNew |
$407K - $518K
|
4.4K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4.35K+ 37.64% |
$402K - $512K
|
15.9K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.35KNew |
$402K - $511K
|
4.35K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
4.33KNew |
$400K - $510K
|
4.33K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.33K+ 1.44% |
$400K - $509K
|
305K
$34.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.32K+ 3.05% |
$399K - $508K
|
146K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.32K+ 18.84% |
$399K - $508K
|
27.2K
$3.08M
|