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 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 1.44% |
$33.5K - $42.7K
|
25.5K
$3.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
357+ 15.96% |
$33K - $42K
|
2.59K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
356+ 0.29% |
$32.9K - $41.9K
|
124K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
355+ 20.43% |
$32.8K - $41.7K
|
2.09K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
353+ 0.92% |
$32.6K - $41.5K
|
38.5K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
352+ 5.14% |
$32.5K - $41.4K
|
7.2K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
352+ 1.53% |
$32.5K - $41.4K
|
23.4K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
350New |
$32.3K - $41.2K
|
350
$42.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
349+ 5.22% |
$32.2K - $41K
|
7.03K
$859K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
349+ 5.31% |
$32.2K - $41K
|
6.93K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
346+ 12.66% |
$32K - $40.7K
|
3.08K
$376K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
346New |
$32K - $40.7K
|
346
$42.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
342+ 7.19% |
$31.6K - $40.2K
|
5.1K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
342+ 14.79% |
$31.6K - $40.2K
|
2.66K
$324K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
342+ 3.73% |
$31.6K - $40.2K
|
9.52K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
341+ 4.54% |
$31.5K - $40.1K
|
7.86K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
341New |
$31.5K - $40.1K
|
341
$41.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
337+ 5.44% |
$31.1K - $39.6K
|
6.53K
$798K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.02% |
$31K - $39.5K
|
33.4K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
336+ 5.58% |
$31K - $39.5K
|
6.36K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
334+ 8.93% |
$30.9K - $39.3K
|
4.08K
$498K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
334+ 1.21% |
$30.9K - $39.3K
|
28K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
331+ 4.55% |
$30.6K - $38.9K
|
7.61K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
329+ 1.16% |
$30.4K - $38.7K
|
28.6K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
325+ 1.79% |
$30K - $38.2K
|
18.5K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
325+ 5.42% |
$30K - $38.2K
|
6.32K
$772K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
325+ 5.4% |
$30K - $38.2K
|
6.34K
$775K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
323New |
$29.8K - $38K
|
323
$39.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$29K - $36.9K
|
314
$38.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
309+ 6.49% |
$28.5K - $36.3K
|
5.07K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
309+ 5.31% |
$28.5K - $36.3K
|
6.13K
$749K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
308+ 2.34% |
$28.5K - $36.2K
|
13.5K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
308+ 2.18% |
$28.5K - $36.2K
|
14.4K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
305+ 0.42% |
$28.2K - $35.9K
|
72.2K
$8.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
304+ 4.97% |
$28.1K - $35.8K
|
6.43K
$785K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
302+ 0.78% |
$27.9K - $35.5K
|
38.8K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
302New |
$27.9K - $35.5K
|
302
$36.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
299+ 2.61% |
$27.6K - $35.2K
|
11.7K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
298+ 5.71% |
$27.5K - $35K
|
5.52K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
297+ 10.91% |
$27.4K - $34.9K
|
3.02K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
293+ 5.22% |
$27.1K - $34.5K
|
5.9K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
291+ 2.15% |
$26.9K - $34.2K
|
13.8K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
290New |
$26.8K - $34.1K
|
290
$35.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
283+ 4.83% |
$26.1K - $33.3K
|
6.14K
$750K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
279+ 2.68% |
$25.8K - $32.8K
|
10.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
277+ 7.17% |
$25.6K - $32.6K
|
4.14K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
276+ 12.05% |
$25.5K - $32.5K
|
2.57K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
276+ 0.42% |
$25.5K - $32.5K
|
66.5K
$8.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
275+ 13.0% |
$25.4K - $32.3K
|
2.39K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
270+ 2.79% |
$24.9K - $31.8K
|
9.93K
$1.21M
|