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 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-45- 2.09% |
$4.16K - $5.29K
|
2.1K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-45- 12.03% |
$4.16K - $5.29K
|
329
$40.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-45- 0.55% |
$4.16K - $5.29K
|
8.06K
$986K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-47- 0.22% |
$4.34K - $5.53K
|
21.4K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-47- 0.92% |
$4.34K - $5.53K
|
5.07K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 1.31% |
$4.62K - $5.88K
|
3.78K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-50- 9.03% |
$4.62K - $5.88K
|
504
$61.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-50- 1.14% |
$4.62K - $5.88K
|
4.34K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-50- 6.17% |
$4.62K - $5.88K
|
761
$93K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.34% |
$4.62K - $5.88K
|
14.5K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-50- 0.63% |
$4.62K - $5.88K
|
7.84K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-50- 0.46% |
$4.62K - $5.88K
|
10.8K
$1.32M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-51- 1.8% |
$4.71K - $6K
|
2.78K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.11% |
$4.8K - $6.12K
|
45.4K
$5.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-54- 9.38% |
$4.99K - $6.35K
|
522
$63.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-54- 2.67% |
$4.99K - $6.35K
|
1.97K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-54- 0.46% |
$4.99K - $6.35K
|
11.8K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-54- 2.57% |
$4.99K - $6.35K
|
2.05K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-57- 16.67% |
$5.27K - $6.7K
|
285
$34.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-57- 49.14% |
$5.27K - $6.7K
|
59
$7.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-57- 0.72% |
$5.27K - $6.7K
|
7.84K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-57- 0.37% |
$5.27K - $6.7K
|
15.2K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-58- 0.07% |
$5.36K - $6.82K
|
88.2K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-58- 0.51% |
$5.36K - $6.82K
|
11.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-58- 0.88% |
$5.36K - $6.82K
|
6.54K
$799K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-60- 8.05% |
$5.54K - $7.06K
|
685
$83.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-60- 1.44% |
$5.54K - $7.06K
|
4.11K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 0.8% |
$5.64K - $7.17K
|
7.59K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-62- 0.68% |
$5.73K - $7.29K
|
9.02K
$1.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-63- 0.43% |
$5.82K - $7.41K
|
14.5K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-63- 2.36% |
$5.82K - $7.41K
|
2.6K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-63- 1.89% |
$5.82K - $7.41K
|
3.27K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-63- 77.78% |
$5.82K - $7.41K
|
18
$2.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-63- 0.05% |
$5.82K - $7.41K
|
136K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 2.46% |
$5.91K - $7.53K
|
2.54K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-64- 0.16% |
$5.91K - $7.53K
|
39K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-64- 2.16% |
$5.91K - $7.53K
|
2.89K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-65- 1.71% |
$6.01K - $7.64K
|
3.74K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-66- 3.04% |
$6.1K - $7.76K
|
2.11K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-67- 0.62% |
$6.19K - $7.88K
|
10.7K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-68- 0.57% |
$6.28K - $8K
|
11.9K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-68- 2.43% |
$6.28K - $8K
|
2.74K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-68- 1.14% |
$6.28K - $8K
|
5.9K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-68- 1.0% |
$6.28K - $8K
|
6.75K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-71- 0.59% |
$6.56K - $8.35K
|
11.9K
$1.45M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-71- 6.73% |
$6.56K - $8.35K
|
984
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-72- 2.26% |
$6.65K - $8.47K
|
3.11K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-73- 0.84% |
$6.74K - $8.58K
|
8.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-73- 1.17% |
$6.74K - $8.58K
|
6.19K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-74- 2.3% |
$6.84K - $8.7K
|
3.14K
$384K
|