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 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
832+ 14.74% |
$76.9K - $97.8K
|
6.48K
$792K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
820+ 3.77% |
$75.8K - $96.4K
|
22.6K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
816+ 1.0% |
$75.4K - $96K
|
82.7K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
811+ 10.81% |
$74.9K - $95.4K
|
8.31K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
804New |
$74.3K - $94.6K
|
804
$98.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
801+ 9.47% |
$74K - $94.2K
|
9.26K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
800New |
$73.9K - $94.1K
|
800
$97.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
800New |
$73.9K - $94.1K
|
800
$97.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
795+ 8.24% |
$73.5K - $93.5K
|
10.4K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
788+ 5.65% |
$72.8K - $92.7K
|
14.7K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
785+ 6.01% |
$72.5K - $92.3K
|
13.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
780+ 15.65% |
$72.1K - $91.7K
|
5.77K
$705K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
778+ 5.97% |
$71.9K - $91.5K
|
13.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
774+ 14.03% |
$71.5K - $91K
|
6.29K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
769+ 34.36% |
$71K - $90.4K
|
3.01K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
760+ 32.48% |
$70.2K - $89.4K
|
3.1K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
750+ 10.38% |
$69.3K - $88.2K
|
7.98K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
750+ 2.66% |
$69.3K - $88.2K
|
29K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
745+ 3.72% |
$68.8K - $87.6K
|
20.8K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
736+ 2.52% |
$68K - $86.6K
|
30K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
735New |
$67.9K - $86.4K
|
735
$89.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$89.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
727+ 5.04% |
$67.2K - $85.5K
|
15.2K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
710+ 4.56% |
$65.6K - $83.5K
|
16.3K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
708+ 33.71% |
$65.4K - $83.3K
|
2.81K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708+ 0.49% |
$65.4K - $83.3K
|
147K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
700+ 14.68% |
$64.7K - $82.3K
|
5.47K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
700+ 93.21% |
$64.7K - $82.3K
|
1.45K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690New |
$63.7K - $81.1K
|
690
$84.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
687+ 8.87% |
$63.5K - $80.8K
|
8.44K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
687+ 10.38% |
$63.5K - $80.8K
|
7.31K
$893K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
681+ 6.31% |
$62.9K - $80.1K
|
11.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 4.76% |
$62.4K - $79.4K
|
14.8K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
669+ 6.07% |
$61.8K - $78.7K
|
11.7K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
669+ 13.28% |
$61.8K - $78.7K
|
5.71K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
667+ 1.76% |
$61.6K - $78.4K
|
38.6K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
663+ 1.32% |
$61.3K - $78K
|
51K
$6.23M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
662+ 16550.0% |
$61.2K - $77.9K
|
666
$81.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
662+ 0.5% |
$61.2K - $77.9K
|
132K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
650New |
$60.1K - $76.4K
|
650
$79.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
646+ 12.28% |
$59.7K - $76K
|
5.91K
$722K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 10.12% |
$59.6K - $75.9K
|
7.02K
$858K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
643+ 1.25% |
$59.4K - $75.6K
|
52.1K
$6.37M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
643New |
$59.4K - $75.6K
|
643
$78.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
639+ 0.46% |
$59K - $75.1K
|
140K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
638+ 9.61% |
$58.9K - $75K
|
7.28K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
635+ 3.07% |
$58.7K - $74.7K
|
21.3K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
634+ 1.68% |
$58.6K - $74.6K
|
38.3K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
631+ 0.5% |
$58.3K - $74.2K
|
127K
$15.5M
|