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 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.29K- 3.63% |
$674K - $858K
|
194K
$21.1M
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.36K- 61.03% |
$680K - $865K
|
4.7K
$513K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.58K- 43.7% |
$701K - $892K
|
9.77K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.6K- 7.97% |
$702K - $894K
|
87.7K
$9.58M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.64K- 35.76% |
$705K - $898K
|
13.7K
$1.5M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-7.71K- 20.76% |
$712K - $906K
|
29.4K
$3.21M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.13K- 79.33% |
$751K - $956K
|
2.12K
$231K
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.2K- 98.32% |
$758K - $964K
|
140
$15.3K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.32K- 3.61% |
$768K - $978K
|
222K
$24.3M
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-8.39K- 66.31% |
$776K - $987K
|
4.26K
$466K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-8.4K- 60.55% |
$776K - $988K
|
5.47K
$598K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.47K- 28.93% |
$783K - $996K
|
20.8K
$2.27M
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8.63K- 79.63% |
$798K - $1.02M
|
2.21K
$241K
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.66K- 18.19% |
$800K - $1.02M
|
38.9K
$4.25M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-8.67K- 52.42% |
$801K - $1.02M
|
7.87K
$860K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-8.7K- 2.83% |
$804K - $1.02M
|
298K
$32.6M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.71K- 29.34% |
$805K - $1.02M
|
21K
$2.29M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 35.16% |
$812K - $1.03M
|
16.2K
$1.77M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.79K- 10.93% |
$812K - $1.03M
|
71.7K
$7.83M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-8.87K- 0.72% |
$819K - $1.04M
|
1.22M
$133M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-8.91K- 16.01% |
$823K - $1.05M
|
46.7K
$5.1M
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-9.01K- 16.36% |
$832K - $1.06M
|
46K
$5.03M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-9.09K- 30.5% |
$840K - $1.07M
|
20.7K
$2.26M
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.5K- 82.06% |
$878K - $1.12M
|
2.08K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-10K- 4.5% |
$928K - $1.18M
|
213K
$23.3M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10.2K- 9.31% |
$940K - $1.2M
|
99.1K
$10.8M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10.2K- 97.96% |
$946K - $1.2M
|
213
$23.3K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.3K- 67.95% |
$952K - $1.21M
|
4.86K
$531K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.3K- 17.68% |
$953K - $1.21M
|
48K
$5.25M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-10.4K- 13.97% |
$965K - $1.23M
|
64.3K
$7.03M
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-10.5K- 42.36% |
$970K - $1.23M
|
14.3K
$1.56M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-10.9K- 99.98% |
$1.01M - $1.28M
|
2
$219
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-10.9K- 3.75% |
$1.01M - $1.29M
|
281K
$30.7M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-11.1K- 10.21% |
$1.03M - $1.31M
|
97.9K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 7.36% |
$1.03M - $1.31M
|
141K
$15.4M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-11.2K- 16.63% |
$1.04M - $1.32M
|
56.2K
$6.14M
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-11.3K- 11.74% |
$1.04M - $1.33M
|
84.8K
$9.27M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12.3K- 5.32% |
$1.14M - $1.45M
|
220K
$24M
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-12.4K- 4.95% |
$1.15M - $1.46M
|
239K
$26.1M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-12.6K- 70.8% |
$1.17M - $1.49M
|
5.21K
$569K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.8K- 21.11% |
$1.19M - $1.51M
|
48K
$5.24M
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-13.2K- 69.84% |
$1.22M - $1.56M
|
5.72K
$625K
|
|
Jan 13, 2025
Q4 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-13.4K- 29.78% |
$1.24M - $1.57M
|
31.5K
$3.45M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.8K- 12.77% |
$1.27M - $1.62M
|
94.1K
$10.3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9K- 99.9% |
$1.29M - $1.64M
|
14
$1.53K
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-14K- 5.74% |
$1.3M - $1.65M
|
231K
$25.2M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.1K- 9.88% |
$1.31M - $1.66M
|
129K
$14.1M
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-14.5K- 2.19% |
$1.34M - $1.7M
|
646K
$70.6M
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15K- 10.37% |
$1.38M - $1.76M
|
129K
$14.1M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.3K- 6.38% |
$1.42M - $1.8M
|
225K
$24.6M
|