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 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-16- 0.07% |
$1.48K - $1.88K
|
23.4K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 1.46% |
$1.66K - $2.12K
|
1.21K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.34% |
$1.76K - $2.23K
|
5.65K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.43% |
$1.85K - $2.35K
|
4.6K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-20- 0.25% |
$1.85K - $2.35K
|
7.91K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20- 0.18% |
$1.85K - $2.35K
|
11.2K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-20- 0.78% |
$1.85K - $2.35K
|
2.56K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-20- 0.45% |
$1.85K - $2.35K
|
4.39K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-20- 0.22% |
$1.85K - $2.35K
|
9.14K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 1.7% |
$1.94K - $2.47K
|
1.22K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-22- 0.61% |
$2.03K - $2.59K
|
3.58K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-23- 0.57% |
$2.12K - $2.7K
|
4.02K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 1.08% |
$2.12K - $2.7K
|
2.11K
$257K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25Closed |
$2.31K - $2.94K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-25- 0.28% |
$2.31K - $2.94K
|
8.88K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-25- 0.56% |
$2.31K - $2.94K
|
4.42K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-25- 0.4% |
$2.31K - $2.94K
|
6.17K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 1.17% |
$2.31K - $2.94K
|
2.12K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-25- 0.05% |
$2.31K - $2.94K
|
46.6K
$5.69M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-25- 0.84% |
$2.31K - $2.94K
|
2.97K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-26- 1.28% |
$2.4K - $3.06K
|
2K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-26- 0.48% |
$2.4K - $3.06K
|
5.36K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-27- 0.36% |
$2.49K - $3.18K
|
7.45K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-27- 0.73% |
$2.49K - $3.18K
|
3.66K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-28- 1.84% |
$2.59K - $3.29K
|
1.49K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-28- 1.0% |
$2.59K - $3.29K
|
2.77K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 6.59% |
$2.68K - $3.41K
|
411
$50.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-29- 0.13% |
$2.68K - $3.41K
|
22.1K
$2.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-29- 2.09% |
$2.68K - $3.41K
|
1.36K
$166K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-30- 0.19% |
$2.77K - $3.53K
|
15.8K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-30- 0.14% |
$2.77K - $3.53K
|
21.4K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-32- 0.01% |
$2.96K - $3.76K
|
269K
$32.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-33- 0.89% |
$3.05K - $3.88K
|
3.68K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-34- 0.19% |
$3.14K - $4K
|
17.9K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-34- 2.16% |
$3.14K - $4K
|
1.54K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-35- 5.35% |
$3.23K - $4.12K
|
619
$75.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-36- 1.42% |
$3.33K - $4.23K
|
2.5K
$306K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 2.21% |
$3.51K - $4.47K
|
1.69K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 0.22% |
$3.51K - $4.47K
|
17.1K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-38- 5.91% |
$3.51K - $4.47K
|
605
$73.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 0.37% |
$3.6K - $4.59K
|
10.6K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 0.95% |
$3.6K - $4.59K
|
4.07K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-39- 0.14% |
$3.6K - $4.59K
|
27.6K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-39- 0.56% |
$3.6K - $4.59K
|
6.97K
$852K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 0.22% |
$3.7K - $4.7K
|
18.5K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-40- 1.44% |
$3.7K - $4.7K
|
2.74K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 1.35% |
$3.88K - $4.94K
|
3.08K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-43- 0.57% |
$3.97K - $5.06K
|
7.56K
$924K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-44- 1.55% |
$4.07K - $5.17K
|
2.8K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-44- 2.67% |
$4.07K - $5.17K
|
1.6K
$196K
|