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
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
203+ 18.76% |
$18.8K - $23.9K
|
1.29K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
202+ 0.49% |
$18.7K - $23.8K
|
41.4K
$5.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
201+ 0.39% |
$18.6K - $23.6K
|
51.1K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 50.25% |
$18.5K - $23.5K
|
598
$73.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 0.63% |
$18.5K - $23.5K
|
32.2K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
200+ 3.3% |
$18.5K - $23.5K
|
6.26K
$765K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
200+ 1.4% |
$18.5K - $23.5K
|
14.4K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 0.9% |
$18.4K - $23.4K
|
22.3K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
198+ 7.85% |
$18.3K - $23.3K
|
2.72K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
198+ 0.61% |
$18.3K - $23.3K
|
32.4K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
197New |
$18.2K - $23.2K
|
197
$24.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
197+ 0.32% |
$18.2K - $23.2K
|
61.4K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
194+ 0.46% |
$17.9K - $22.8K
|
42.7K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
193+ 4.32% |
$17.8K - $22.7K
|
4.66K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
192New |
$17.7K - $22.6K
|
192
$23.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
191+ 1.86% |
$17.6K - $22.5K
|
10.5K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
191+ 4.68% |
$17.6K - $22.5K
|
4.27K
$522K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
191+ 1.86% |
$17.6K - $22.5K
|
10.5K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
190+ 2.8% |
$17.6K - $22.3K
|
6.97K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
190+ 4.98% |
$17.6K - $22.3K
|
4K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
187+ 2.69% |
$17.3K - $22K
|
7.15K
$874K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
185+ 1.84% |
$17.1K - $21.8K
|
10.2K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
185+ 0.71% |
$17.1K - $21.8K
|
26.4K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
183+ 4.08% |
$16.9K - $21.5K
|
4.67K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
181+ 7.89% |
$16.7K - $21.3K
|
2.48K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
181+ 0.31% |
$16.7K - $21.3K
|
59.3K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
181+ 1.2% |
$16.7K - $21.3K
|
15.2K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
179New |
$16.5K - $21.1K
|
179
$21.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
178+ 2.54% |
$16.4K - $20.9K
|
7.19K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
178+ 0.43% |
$16.4K - $20.9K
|
41.5K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
178+ 0.89% |
$16.4K - $20.9K
|
20.3K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
175+ 0.4% |
$16.2K - $20.6K
|
43.4K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
175+ 43.75% |
$16.2K - $20.6K
|
575
$70.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
173+ 7.72% |
$16K - $20.3K
|
2.41K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 2.62% |
$16K - $20.3K
|
6.77K
$827K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
172+ 2.33% |
$15.9K - $20.2K
|
7.55K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
166+ 3.61% |
$15.3K - $19.5K
|
4.76K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
163+ 1.99% |
$15.1K - $19.2K
|
8.37K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
161+ 7.7% |
$14.9K - $18.9K
|
2.25K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
160New |
$14.8K - $18.8K
|
160
$19.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
159+ 3.87% |
$14.7K - $18.7K
|
4.26K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
157New |
$14.5K - $18.5K
|
157
$19.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
156+ 0.48% |
$14.4K - $18.3K
|
32.6K
$3.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
156+ 1.05% |
$14.4K - $18.3K
|
15K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
156+ 6.59% |
$14.4K - $18.3K
|
2.52K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
154+ 3.13% |
$14.2K - $18.1K
|
5.08K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
154+ 1.1% |
$14.2K - $18.1K
|
14.2K
$1.74M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
151+ 0.84% |
$14K - $17.8K
|
18.2K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
150+ 29.59% |
$13.9K - $17.6K
|
657
$80.3K
|