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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
96+ 4.27% |
$8.87K - $11.3K
|
2.34K
$286K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$8.68K - $11.1K
|
94
$11.5K
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
94+ 0.98% |
$8.68K - $11.1K
|
9.66K
$1.18M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
94+ 1.52% |
$8.68K - $11.1K
|
6.29K
$768K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
93+ 2.8% |
$8.59K - $10.9K
|
3.41K
$417K
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
93+ 1.95% |
$8.59K - $10.9K
|
4.86K
$593K
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
92+ 1.1% |
$8.5K - $10.8K
|
8.48K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
92+ 0.58% |
$8.5K - $10.8K
|
15.9K
$1.94M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
92+ 2.72% |
$8.5K - $10.8K
|
3.47K
$424K
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
92+ 1.06% |
$8.5K - $10.8K
|
8.73K
$1.07M
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.18% |
$8.32K - $10.6K
|
48.8K
$5.96M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90New |
$8.32K - $10.6K
|
90
$11K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
89+ 1.98% |
$8.22K - $10.5K
|
4.58K
$559K
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
86+ 0.46% |
$7.95K - $10.1K
|
18.8K
$2.3M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
85+ 1.5% |
$7.85K - $10K
|
5.74K
$701K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
85+ 1.14% |
$7.85K - $10K
|
7.55K
$923K
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
85+ 0.39% |
$7.85K - $10K
|
21.9K
$2.68M
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
85+ 0.13% |
$7.85K - $10K
|
68.1K
$8.32M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
84+ 1.98% |
$7.76K - $9.88K
|
4.32K
$528K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
83+ 1.17% |
$7.67K - $9.76K
|
7.21K
$881K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82+ 3.11% |
$7.58K - $9.64K
|
2.72K
$332K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
82+ 3.42% |
$7.58K - $9.64K
|
2.48K
$303K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
81+ 3.61% |
$7.48K - $9.53K
|
2.33K
$284K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
81+ 2.31% |
$7.48K - $9.53K
|
3.59K
$438K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
81+ 1.42% |
$7.48K - $9.53K
|
5.78K
$706K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80+ 0.93% |
$7.39K - $9.41K
|
8.64K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
80+ 1.69% |
$7.39K - $9.41K
|
4.81K
$588K
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
80+ 0.36% |
$7.39K - $9.41K
|
22.4K
$2.73M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
79+ 2.97% |
$7.3K - $9.29K
|
2.74K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
77+ 2.66% |
$7.11K - $9.06K
|
2.97K
$363K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
77+ 4.3% |
$7.11K - $9.06K
|
1.87K
$228K
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
77+ 0.91% |
$7.11K - $9.06K
|
8.56K
$1.05M
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
77+ 0.91% |
$7.11K - $9.06K
|
8.56K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
76+ 1.7% |
$7.02K - $8.94K
|
4.54K
$555K
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
75+ 2.57% |
$6.93K - $8.82K
|
2.99K
$366K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$698K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
75+ 3.28% |
$6.93K - $8.82K
|
2.36K
$289K
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 3.18% |
$6.93K - $8.82K
|
2.43K
$297K
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
75New |
$6.93K - $8.82K
|
75
$9.17K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
73+ 0.47% |
$6.74K - $8.58K
|
15.5K
$1.89M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
73New |
$6.74K - $8.58K
|
73
$8.92K
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
71+ 1.91% |
$6.56K - $8.35K
|
3.79K
$463K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
71+ 0.43% |
$6.56K - $8.35K
|
16.6K
$2.02M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
70+ 2.83% |
$6.47K - $8.23K
|
2.54K
$311K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 10.09% |
$6.47K - $8.23K
|
764
$93.4K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
70+ 0.89% |
$6.47K - $8.23K
|
7.91K
$967K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 2.84% |
$6.1K - $7.76K
|
2.39K
$292K
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
65+ 0.39% |
$6.01K - $7.64K
|
16.9K
$2.06M
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
65+ 0.28% |
$6.01K - $7.64K
|
23K
$2.81M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64+ 10.65% |
$5.91K - $7.53K
|
665
$81.3K
|