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 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$277 - $353
|
1
$122
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3- 0.47% |
$277 - $353
|
640
$78.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 3.64% |
$370 - $470
|
106
$13K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4- 0.05% |
$370 - $470
|
8.87K
$1.08M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-4- 0.85% |
$370 - $470
|
465
$56.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$462 - $588
|
2.63K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5- 0.15% |
$462 - $588
|
3.32K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5- 0.14% |
$462 - $588
|
3.57K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.96% |
$462 - $588
|
250
$30.6K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-5- 0.08% |
$462 - $588
|
6.15K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-5- 0.03% |
$462 - $588
|
18.7K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 50.0% |
$462 - $588
|
5
$611
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5- 0.16% |
$462 - $588
|
3.2K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$554 - $706
|
12.9K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.28% |
$554 - $706
|
2.15K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$647 - $823
|
3.4K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-7- 0.02% |
$647 - $823
|
45.9K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-7- 0.28% |
$647 - $823
|
2.53K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 4.57% |
$739 - $941
|
167
$20.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-8- 0.2% |
$739 - $941
|
4.09K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.1% |
$739 - $941
|
8.01K
$979K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 0.85% |
$739 - $941
|
938
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9- 1.17% |
$832 - $1.06K
|
759
$92.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.75% |
$832 - $1.06K
|
1.19K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-9- 0.29% |
$832 - $1.06K
|
3.14K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-9- 0.02% |
$832 - $1.06K
|
52.4K
$6.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.46% |
$924 - $1.18K
|
2.15K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-10- 0.12% |
$924 - $1.18K
|
8.21K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.25% |
$924 - $1.18K
|
4.02K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10- 0.08% |
$924 - $1.18K
|
12.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-10- 0.01% |
$924 - $1.18K
|
149K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-11- 0.41% |
$1.02K - $1.29K
|
2.65K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-11- 0.13% |
$1.02K - $1.29K
|
8.71K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.36% |
$1.02K - $1.29K
|
3.03K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 3.35% |
$1.02K - $1.29K
|
317
$38.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$1.02K - $1.29K
|
14K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.31% |
$1.11K - $1.41K
|
3.82K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.41K
|
2.15K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-12- 0.26% |
$1.11K - $1.41K
|
4.66K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-12- 0.52% |
$1.11K - $1.41K
|
2.31K
$282K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-12- 0.44% |
$1.11K - $1.41K
|
2.72K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-13- 0.58% |
$1.2K - $1.53K
|
2.22K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.34% |
$1.2K - $1.53K
|
3.77K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-14- 0.39% |
$1.29K - $1.65K
|
3.59K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-14- 0.23% |
$1.29K - $1.65K
|
6.01K
$735K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-14- 0.36% |
$1.29K - $1.65K
|
3.87K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-15- 0.59% |
$1.39K - $1.76K
|
2.54K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$1.39K - $1.76K
|
19.6K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-15- 0.4% |
$1.39K - $1.76K
|
3.77K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15- 3.91% |
$1.39K - $1.76K
|
369
$45.1K
|