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 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-307- 10.16% |
$28.4K - $36.1K
|
2.72K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 12.64% |
$29.2K - $37.2K
|
2.18K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-316- 9.08% |
$29.2K - $37.2K
|
3.17K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$944K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-332- 4.74% |
$30.7K - $39K
|
6.67K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-339- 50.07% |
$31.3K - $39.9K
|
338
$36.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-341- 4.08% |
$31.5K - $40.1K
|
8.01K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 10.03% |
$32.1K - $40.8K
|
3.11K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-356- 5.72% |
$32.9K - $41.9K
|
5.87K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-367- 0.72% |
$33.9K - $43.2K
|
50.3K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.8% |
$34.6K - $44.1K
|
9.49K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-382- 16.02% |
$35.3K - $44.9K
|
2K
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-382- 1.06% |
$35.3K - $44.9K
|
35.7K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-387- 7.84% |
$35.8K - $45.5K
|
4.55K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.14% |
$37K - $47K
|
18.3K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 8.16% |
$37K - $47K
|
4.5K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 0.82% |
$37K - $47K
|
48.3K
$5.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-404- 5.84% |
$37.3K - $47.5K
|
6.52K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-410- 4.43% |
$37.9K - $48.2K
|
8.84K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-418- 18.75% |
$38.6K - $49.2K
|
1.81K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-419- 3.64% |
$38.7K - $49.3K
|
11.1K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-419- 2.05% |
$38.7K - $49.3K
|
20K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-421- 3.6% |
$38.9K - $49.5K
|
11.3K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-437- 2.28% |
$40.4K - $51.4K
|
18.7K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-450- 10.42% |
$41.6K - $52.9K
|
3.87K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-454- 4.06% |
$41.9K - $53.4K
|
10.7K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-460- 1.5% |
$42.5K - $54.1K
|
30.1K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-472- 20.58% |
$43.6K - $55.5K
|
1.82K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-477- 6.64% |
$44.1K - $56.1K
|
6.71K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-486- 4.19% |
$44.9K - $57.2K
|
11.1K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.49% |
$45.3K - $57.6K
|
3.77K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-500- 1.96% |
$46.2K - $58.8K
|
25K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-502- 1.39% |
$46.4K - $59K
|
35.6K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-506- 7.56% |
$46.7K - $59.5K
|
6.19K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 18.98% |
$49.2K - $62.6K
|
2.27K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$929K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-537- 2.47% |
$49.6K - $63.2K
|
21.2K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 12.32% |
$51.7K - $65.9K
|
3.99K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-565- 0.87% |
$52.2K - $66.4K
|
64.3K
$7M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-566- 1.74% |
$52.3K - $66.6K
|
31.9K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-567- 7.47% |
$52.4K - $66.7K
|
7.02K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-569- 2.35% |
$52.6K - $66.9K
|
23.6K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-570- 1.95% |
$52.7K - $67K
|
28.7K
$3.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-584- 3.6% |
$54K - $68.7K
|
15.6K
$1.7M
|