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 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-852- 22.58% |
$78.7K - $100K
|
2.92K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-858- 23.4% |
$79.3K - $101K
|
2.81K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-860- 9.72% |
$79.5K - $101K
|
7.99K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-878- 0.7% |
$81.1K - $103K
|
124K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-880- 1.39% |
$81.3K - $103K
|
62.2K
$6.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-886- 1.53% |
$81.9K - $104K
|
56.9K
$6.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-890- 2.56% |
$82.2K - $105K
|
33.9K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-900- 2.89% |
$83.2K - $106K
|
30.2K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-901- 2.07% |
$83.2K - $106K
|
42.5K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-910- 5.08% |
$84.1K - $107K
|
17K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-910- 3.01% |
$84.1K - $107K
|
29.4K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-913- 4.81% |
$84.4K - $107K
|
18.1K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-914- 16.1% |
$84.4K - $107K
|
4.76K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-917- 11.08% |
$84.7K - $108K
|
7.36K
$816K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-923- 10.59% |
$85.3K - $109K
|
7.79K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-925- 12.97% |
$85.5K - $109K
|
6.21K
$688K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-935- 35.89% |
$86.4K - $110K
|
1.67K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-937- 1.24% |
$86.6K - $110K
|
74.9K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-938- 13.04% |
$86.7K - $110K
|
6.26K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-940- 5.79% |
$86.8K - $111K
|
15.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-941- 13.42% |
$86.9K - $111K
|
6.07K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-944- 9.67% |
$87.2K - $111K
|
8.82K
$978K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-944- 4.49% |
$87.2K - $111K
|
20.1K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-947- 32.42% |
$87.5K - $111K
|
1.97K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-955- 6.47% |
$88.2K - $112K
|
13.8K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-961- 7.23% |
$88.8K - $113K
|
12.3K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-962- 16.65% |
$88.9K - $113K
|
4.82K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-968- 0.78% |
$89.4K - $114K
|
123K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-971- 0.96% |
$89.7K - $114K
|
101K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-979- 19.6% |
$90.4K - $115K
|
4.02K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-990- 4.51% |
$91.5K - $116K
|
21K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.01K- 26.88% |
$93.5K - $119K
|
2.75K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.03K- 18.52% |
$94.7K - $121K
|
4.51K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.03K- 37.04% |
$95.2K - $121K
|
1.75K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.06K- 4.24% |
$97.6K - $124K
|
23.9K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 7.49% |
$97.7K - $124K
|
13.1K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.06K- 2.8% |
$98.1K - $125K
|
36.9K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 24.49% |
$98.6K - $125K
|
3.29K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.07K- 3.56% |
$98.7K - $126K
|
29K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.08K- 1.67% |
$99.6K - $127K
|
63.4K
$7.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.08K- 30.47% |
$99.9K - $127K
|
2.47K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.08K- 5.62% |
$100K - $127K
|
18.2K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.09K- 33.2% |
$101K - $128K
|
2.19K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.1K- 1.75% |
$101K - $129K
|
61.8K
$6.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.1K- 14.12% |
$102K - $129K
|
6.69K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.11K- 1.28% |
$103K - $131K
|
85.8K
$9.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.12K- 11.34% |
$103K - $131K
|
8.72K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 18.8% |
$103K - $131K
|
4.83K
$535K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.12K- 0.18% |
$103K - $132K
|
628K
$69.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.12K- 5.78% |
$103K - $132K
|
18.3K
$2.02M
|