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 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.52K- 4.48% |
$418K - $532K
|
96.5K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.62K- 2.71% |
$426K - $543K
|
165K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 4.6% |
$434K - $553K
|
97.4K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-4.73K- 15.26% |
$437K - $556K
|
26.2K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.75K- 5.48% |
$439K - $559K
|
81.9K
$9.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.79K- 21.07% |
$442K - $563K
|
17.9K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.82K- 48.53% |
$445K - $566K
|
5.11K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.86K- 26.46% |
$449K - $572K
|
13.5K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.87K- 25.26% |
$450K - $573K
|
14.4K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.19K- 0.77% |
$479K - $610K
|
668K
$75.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.34K- 41.62% |
$493K - $627K
|
7.48K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-5.5K- 3.07% |
$508K - $647K
|
174K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.59K- 14.24% |
$516K - $657K
|
33.6K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-5.64K- 7.12% |
$521K - $663K
|
73.5K
$8.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 27.38% |
$524K - $667K
|
15.1K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.85K- 12.5% |
$540K - $688K
|
40.9K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.93K- 44.68% |
$548K - $697K
|
7.34K
$830K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.05K- 26.14% |
$559K - $711K
|
17.1K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.25K- 50.89% |
$578K - $735K
|
6.03K
$682K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.64K- 1.31% |
$614K - $781K
|
500K
$56.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-6.96K- 12.78% |
$643K - $818K
|
47.5K
$5.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.98K- 5.86% |
$645K - $821K
|
112K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.08K- 6.18% |
$654K - $832K
|
107K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.14K- 19.97% |
$660K - $840K
|
28.6K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.22K- 2.98% |
$667K - $849K
|
235K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.58K- 43.7% |
$701K - $892K
|
9.77K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.6K- 7.97% |
$702K - $894K
|
87.7K
$9.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.64K- 35.76% |
$705K - $898K
|
13.7K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-7.71K- 20.76% |
$712K - $906K
|
29.4K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.13K- 79.33% |
$751K - $956K
|
2.12K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.2K- 98.32% |
$758K - $964K
|
140
$15.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-8.39K- 66.31% |
$776K - $987K
|
4.26K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8.4K- 60.55% |
$776K - $988K
|
5.47K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.47K- 28.93% |
$783K - $996K
|
20.8K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.67K- 52.42% |
$801K - $1.02M
|
7.87K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.71K- 29.34% |
$805K - $1.02M
|
21K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 35.16% |
$812K - $1.03M
|
16.2K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-8.87K- 0.72% |
$819K - $1.04M
|
1.22M
$138M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-8.91K- 16.01% |
$823K - $1.05M
|
46.7K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-9.01K- 16.36% |
$832K - $1.06M
|
46K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-9.09K- 30.5% |
$840K - $1.07M
|
20.7K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.5K- 82.06% |
$878K - $1.12M
|
2.08K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.3K- 17.68% |
$953K - $1.21M
|
48K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-10.4K- 13.97% |
$965K - $1.23M
|
64.3K
$7.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-10.5K- 42.36% |
$970K - $1.23M
|
14.3K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-10.9K- 3.75% |
$1.01M - $1.29M
|
281K
$31.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-11.1K- 10.21% |
$1.03M - $1.31M
|
97.9K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 7.36% |
$1.03M - $1.31M
|
141K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-11.2K- 16.63% |
$1.04M - $1.32M
|
56.2K
$6.35M
|