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 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
149+ 1.07% |
$13.8K - $17.5K
|
14.1K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 9.15% |
$13.8K - $17.5K
|
1.78K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
148+ 17.68% |
$13.7K - $17.4K
|
985
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
147+ 4.09% |
$13.6K - $17.3K
|
3.74K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
147New |
$13.6K - $17.3K
|
147
$18K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 5.74% |
$13.5K - $17.2K
|
2.69K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 4.97% |
$13.3K - $16.9K
|
3.04K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
144+ 5.72% |
$13.3K - $16.9K
|
2.66K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
144+ 1.99% |
$13.3K - $16.9K
|
7.37K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$13.2K - $16.8K
|
143
$17.5K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
139+ 4.39% |
$12.8K - $16.3K
|
3.3K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 4.98% |
$12.7K - $16.2K
|
2.91K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
136+ 7.31% |
$12.6K - $16K
|
2K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135+ 4.8% |
$12.5K - $15.9K
|
2.95K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
133+ 6.2% |
$12.3K - $15.6K
|
2.28K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
133+ 2.11% |
$12.3K - $15.6K
|
6.45K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
133+ 4.06% |
$12.3K - $15.6K
|
3.41K
$416K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
131New |
$12.1K - $15.4K
|
131
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
128+ 1.91% |
$11.8K - $15.1K
|
6.84K
$836K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
126+ 4.51% |
$11.6K - $14.8K
|
2.92K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
126+ 1.0% |
$11.6K - $14.8K
|
12.8K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
126+ 3.92% |
$11.6K - $14.8K
|
3.34K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
125+ 2.48% |
$11.5K - $14.7K
|
5.18K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
125+ 2.2% |
$11.5K - $14.7K
|
5.81K
$710K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
124+ 93.23% |
$11.5K - $14.6K
|
257
$31.4K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
124+ 263.83% |
$11.5K - $14.6K
|
171
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
122+ 5.57% |
$11.3K - $14.3K
|
2.31K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
122+ 2.35% |
$11.3K - $14.3K
|
5.32K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$11.1K - $14.1K
|
120
$14.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 4.86% |
$11K - $14K
|
2.57K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
118+ 3.45% |
$10.9K - $13.9K
|
3.54K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
117+ 11.7% |
$10.8K - $13.8K
|
1.12K
$137K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
116New |
$10.7K - $13.6K
|
116
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
115New |
$10.6K - $13.5K
|
115
$14.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
115+ 1.84% |
$10.6K - $13.5K
|
6.38K
$779K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
114+ 5.33% |
$10.5K - $13.4K
|
2.25K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 0.28% |
$10.3K - $13.1K
|
39.1K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
111+ 3.92% |
$10.3K - $13.1K
|
2.94K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
110+ 38.06% |
$10.2K - $12.9K
|
399
$48.8K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
108+ 1.76% |
$9.98K - $12.7K
|
6.24K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
106+ 2.35% |
$9.79K - $12.5K
|
4.62K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
105+ 4.12% |
$9.7K - $12.3K
|
2.66K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
104+ 0.16% |
$9.61K - $12.2K
|
65.2K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 3.32% |
$9.24K - $11.8K
|
3.11K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
98+ 1.63% |
$9.05K - $11.5K
|
6.11K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 0.43% |
$9.05K - $11.5K
|
22.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
98+ 2.63% |
$9.05K - $11.5K
|
3.83K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
97+ 4.1% |
$8.96K - $11.4K
|
2.46K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
97+ 3.19% |
$8.96K - $11.4K
|
3.14K
$383K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
96+ 2.16% |
$8.87K - $11.3K
|
4.54K
$555K
|