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 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-113- 4.62% |
$10.4K - $13.3K
|
2.34K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 4.98% |
$10.4K - $13.3K
|
2.16K
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-114- 1.15% |
$10.5K - $13.4K
|
9.76K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-114- 1.83% |
$10.5K - $13.4K
|
6.12K
$692K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-115- 3.07% |
$10.6K - $13.5K
|
3.63K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-117- 2.52% |
$10.8K - $13.8K
|
4.53K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-119- 0.47% |
$11K - $14K
|
25.2K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 1.34% |
$11.1K - $14.1K
|
8.8K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-120- 0.75% |
$11.1K - $14.1K
|
15.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 4.87% |
$11.2K - $14.2K
|
2.37K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-121- 4.55% |
$11.2K - $14.2K
|
2.54K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-121- 3.34% |
$11.2K - $14.2K
|
3.5K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-122- 3.3% |
$11.3K - $14.3K
|
3.57K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-125- 2.09% |
$11.5K - $14.7K
|
5.87K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-125- 3.4% |
$11.5K - $14.7K
|
3.56K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-128- 2.22% |
$11.8K - $15.1K
|
5.63K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-128- 2.27% |
$11.8K - $15.1K
|
5.52K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-131- 5.56% |
$12.1K - $15.4K
|
2.22K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-132- 0.42% |
$12.2K - $15.5K
|
31.4K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-133- 4.89% |
$12.3K - $15.6K
|
2.59K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-134- 4.7% |
$12.4K - $15.8K
|
2.72K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-135- 2.08% |
$12.5K - $15.9K
|
6.35K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-136- 4.29% |
$12.6K - $16K
|
3.04K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-139- 5.83% |
$12.8K - $16.3K
|
2.25K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-142- 28.74% |
$13.1K - $16.7K
|
352
$39.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-146- 5.13% |
$13.5K - $17.2K
|
2.7K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-147- 3.78% |
$13.6K - $17.3K
|
3.74K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-147- 34.75% |
$13.6K - $17.3K
|
276
$31.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-149- 3.98% |
$13.8K - $17.5K
|
3.6K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 4.42% |
$14K - $17.8K
|
3.26K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 3.99% |
$14K - $17.8K
|
3.63K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-153- 4.54% |
$14.1K - $18K
|
3.22K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.27% |
$14.2K - $18.1K
|
56.7K
$6.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-157- 7.29% |
$14.5K - $18.5K
|
2K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-159- 0.04% |
$14.7K - $18.7K
|
395K
$44.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-160- 7.27% |
$14.8K - $18.8K
|
2.04K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.68% |
$15.2K - $19.4K
|
6K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-166- 5.31% |
$15.3K - $19.5K
|
2.96K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-170- 2.99% |
$15.7K - $20K
|
5.53K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170- 4.45% |
$15.7K - $20K
|
3.65K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-170- 6.83% |
$15.7K - $20K
|
2.32K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-173- 7.04% |
$16K - $20.3K
|
2.29K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-173- 2.76% |
$16K - $20.3K
|
6.1K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-175- 9.81% |
$16.2K - $20.6K
|
1.61K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 4.14% |
$16.2K - $20.6K
|
4.05K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-175- 5.63% |
$16.2K - $20.6K
|
2.93K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.64% |
$16.5K - $21.1K
|
10.8K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-185- 66.07% |
$17.1K - $21.8K
|
95
$10.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.42% |
$17.2K - $21.9K
|
7.51K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-186- 2.95% |
$17.2K - $21.9K
|
6.11K
$691K
|