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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
488+ 10.36% |
$45.1K - $57.4K
|
5.2K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
488+ 5.27% |
$45.1K - $57.4K
|
9.76K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
481+ 11.73% |
$44.4K - $56.6K
|
4.58K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
475New |
$43.9K - $55.9K
|
475
$58K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
471+ 2.96% |
$43.5K - $55.4K
|
16.4K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
469+ 7.71% |
$43.3K - $55.2K
|
6.55K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
467+ 12.35% |
$43.1K - $54.9K
|
4.25K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
464New |
$42.9K - $54.6K
|
464
$56.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
464+ 2.11% |
$42.9K - $54.6K
|
22.4K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
463+ 0.2% |
$42.8K - $54.4K
|
226K
$27.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
462+ 6.01% |
$42.7K - $54.3K
|
8.15K
$996K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
454+ 5.9% |
$41.9K - $53.4K
|
8.15K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
452+ 2.25% |
$41.8K - $53.2K
|
20.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
444New |
$41K - $52.2K
|
444
$54.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
444+ 2.53% |
$41K - $52.2K
|
18K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
443+ 6.58% |
$40.9K - $52.1K
|
7.17K
$877K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
443New |
$40.9K - $52.1K
|
443
$54.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
441+ 13.57% |
$40.7K - $51.9K
|
3.69K
$451K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 7.23% |
$40.4K - $51.4K
|
6.48K
$792K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
430+ 4.57% |
$39.7K - $50.6K
|
9.85K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
430+ 1.27% |
$39.7K - $50.6K
|
34.4K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
426+ 1.31% |
$39.4K - $50.1K
|
32.9K
$4.02M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
420+ 3.58% |
$38.8K - $49.4K
|
12.2K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
420New |
$38.8K - $49.4K
|
420
$51.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
420+ 12.34% |
$38.8K - $49.4K
|
3.82K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
412+ 0.18% |
$38.1K - $48.5K
|
235K
$28.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
408+ 0.95% |
$37.7K - $48K
|
43.3K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
405+ 1.2% |
$37.4K - $47.6K
|
34.3K
$4.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
402New |
$37.1K - $47.3K
|
402
$49.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
401+ 0.88% |
$37K - $47.2K
|
46.1K
$5.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400+ 1111.11% |
$37K - $47K
|
436
$53.3K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 3.67% |
$36.8K - $46.8K
|
11.2K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
398New |
$36.8K - $46.8K
|
398
$48.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
397+ 4.07% |
$36.7K - $46.7K
|
10.2K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
391+ 5.04% |
$36.1K - $46K
|
8.15K
$996K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
389+ 5.61% |
$35.9K - $45.7K
|
7.32K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
389+ 9.59% |
$35.9K - $45.7K
|
4.45K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
387+ 11.95% |
$35.8K - $45.5K
|
3.63K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386+ 1.28% |
$35.7K - $45.4K
|
30.5K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
384+ 16.28% |
$35.5K - $45.2K
|
2.74K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
382New |
$35.3K - $44.9K
|
382
$46.7K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
380+ 17.31% |
$35.1K - $44.7K
|
2.58K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
375+ 6.32% |
$34.6K - $44.1K
|
6.31K
$771K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
373+ 8.21% |
$34.5K - $43.9K
|
4.92K
$601K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
372+ 1.22% |
$34.4K - $43.7K
|
30.8K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
370+ 1.22% |
$34.2K - $43.5K
|
30.6K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
370+ 8.92% |
$34.2K - $43.5K
|
4.52K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
370+ 0.35% |
$34.2K - $43.5K
|
105K
$12.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
368+ 1.54% |
$34K - $43.3K
|
24.3K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
368+ 13.8% |
$34K - $43.3K
|
3.03K
$371K
|