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
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-459- 1.4% |
$42.4K - $54K
|
32.3K
$3.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-460- 1.5% |
$42.5K - $54.1K
|
30.1K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-466- 1.23% |
$43.1K - $54.8K
|
37.5K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-470- 9.0% |
$43.4K - $55.3K
|
4.75K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 3.05% |
$43.5K - $55.4K
|
15K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-472- 20.58% |
$43.6K - $55.5K
|
1.82K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-474- 11.22% |
$43.8K - $55.7K
|
3.75K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-476- 3.78% |
$44K - $56K
|
12.1K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-477- 6.64% |
$44.1K - $56.1K
|
6.71K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-486- 4.19% |
$44.9K - $57.2K
|
11.1K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.49% |
$45.3K - $57.6K
|
3.77K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-490- 7.62% |
$45.3K - $57.6K
|
5.94K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-493- 2.73% |
$45.5K - $58K
|
17.6K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-500- 1.96% |
$46.2K - $58.8K
|
25K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 33.09% |
$46.2K - $58.8K
|
1.01K
$112K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-502- 1.39% |
$46.4K - $59K
|
35.6K
$3.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-502- 7.2% |
$46.4K - $59K
|
6.47K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-505- 4.3% |
$46.7K - $59.4K
|
11.2K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-505- 4.32% |
$46.7K - $59.4K
|
11.2K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-505- 65.16% |
$46.7K - $59.4K
|
270
$29.9K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-506- 7.56% |
$46.7K - $59.5K
|
6.19K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-508- 10.53% |
$46.9K - $59.7K
|
4.32K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-513- 3.16% |
$47.4K - $60.3K
|
15.7K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-525- 4.38% |
$48.5K - $61.7K
|
11.5K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-527- 5.98% |
$48.7K - $62K
|
8.29K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 18.98% |
$49.2K - $62.6K
|
2.27K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-537- 2.47% |
$49.6K - $63.2K
|
21.2K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-540- 11.86% |
$49.9K - $63.5K
|
4.02K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-551- 4.32% |
$50.9K - $64.8K
|
12.2K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-552- 4.31% |
$51K - $64.9K
|
12.3K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 12.32% |
$51.7K - $65.9K
|
3.99K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-565- 0.87% |
$52.2K - $66.4K
|
64.3K
$7.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-566- 1.74% |
$52.3K - $66.6K
|
31.9K
$3.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-567- 7.47% |
$52.4K - $66.7K
|
7.02K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-568- 2.11% |
$52.5K - $66.8K
|
26.4K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-569- 2.35% |
$52.6K - $66.9K
|
23.6K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-569- 2.17% |
$52.6K - $66.9K
|
25.7K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-570- 1.95% |
$52.7K - $67K
|
28.7K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-570- 17.5% |
$52.7K - $67K
|
2.69K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-575- 0.77% |
$53.1K - $67.6K
|
74.2K
$8.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-575- 1.83% |
$53.1K - $67.6K
|
30.8K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-577- 0.85% |
$53.3K - $67.9K
|
67.4K
$7.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-584- 3.6% |
$54K - $68.7K
|
15.6K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-584- 8.28% |
$54K - $68.7K
|
6.47K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-591- 5.94% |
$54.6K - $69.5K
|
9.36K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-593- 3.55% |
$54.8K - $69.7K
|
16.1K
$1.79M
|