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 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-95- 3.56% |
$8.78K - $11.2K
|
2.58K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-96- 2.33% |
$8.87K - $11.3K
|
4.02K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-99- 3.24% |
$9.15K - $11.6K
|
2.95K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.17% |
$9.24K - $11.8K
|
59.3K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-100- 1.93% |
$9.24K - $11.8K
|
5.07K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-100- 1.08% |
$9.24K - $11.8K
|
9.14K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.16% |
$9.24K - $11.8K
|
64.4K
$7.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 2.62% |
$9.24K - $11.8K
|
3.72K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 1.25% |
$9.24K - $11.8K
|
7.88K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-100- 4.32% |
$9.24K - $11.8K
|
2.22K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 8.66% |
$9.24K - $11.8K
|
1.06K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 2.76% |
$9.24K - $11.8K
|
3.52K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-100- 7.76% |
$9.24K - $11.8K
|
1.19K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-100- 2.92% |
$9.24K - $11.8K
|
3.33K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-100- 0.89% |
$9.24K - $11.8K
|
11.2K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-100- 3.83% |
$9.24K - $11.8K
|
2.51K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 2.38% |
$9.24K - $11.8K
|
4.11K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-100- 4.09% |
$9.24K - $11.8K
|
2.35K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-100- 1.95% |
$9.24K - $11.8K
|
5.03K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-101- 3.8% |
$9.33K - $11.9K
|
2.56K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-103- 2.79% |
$9.52K - $12.1K
|
3.59K
$398K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-105- 1.31% |
$9.7K - $12.3K
|
7.92K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-105- 3.21% |
$9.7K - $12.3K
|
3.16K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-107- 1.5% |
$9.89K - $12.6K
|
7.01K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-108- 0.55% |
$9.98K - $12.7K
|
19.6K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-110- 5.05% |
$10.2K - $12.9K
|
2.07K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-110- 2.01% |
$10.2K - $12.9K
|
5.38K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-112- 0.19% |
$10.3K - $13.2K
|
57.9K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-112- 4.77% |
$10.3K - $13.2K
|
2.24K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-113- 4.62% |
$10.4K - $13.3K
|
2.34K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 4.98% |
$10.4K - $13.3K
|
2.16K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-114- 1.15% |
$10.5K - $13.4K
|
9.76K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-114- 1.83% |
$10.5K - $13.4K
|
6.12K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-115- 3.07% |
$10.6K - $13.5K
|
3.63K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-117- 2.52% |
$10.8K - $13.8K
|
4.53K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-118- 0.97% |
$10.9K - $13.9K
|
12.1K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-119- 0.47% |
$11K - $14K
|
25.2K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 1.34% |
$11.1K - $14.1K
|
8.8K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-120- 0.75% |
$11.1K - $14.1K
|
15.8K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 4.87% |
$11.2K - $14.2K
|
2.37K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-121- 4.55% |
$11.2K - $14.2K
|
2.54K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-121- 3.34% |
$11.2K - $14.2K
|
3.5K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-122- 3.3% |
$11.3K - $14.3K
|
3.57K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-125- 2.09% |
$11.5K - $14.7K
|
5.87K
$651K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-125- 3.4% |
$11.5K - $14.7K
|
3.56K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-128- 2.22% |
$11.8K - $15.1K
|
5.63K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-128- 2.27% |
$11.8K - $15.1K
|
5.52K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-128- 0.75% |
$11.8K - $15.1K
|
16.9K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-130- 2.18% |
$12K - $15.3K
|
5.84K
$647K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-131- 5.56% |
$12.1K - $15.4K
|
2.22K
$246K
|