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 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-398- 1.71% |
$36.8K - $46.8K
|
22.8K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$3.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 8.16% |
$37K - $47K
|
4.5K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.14% |
$37K - $47K
|
18.3K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 0.82% |
$37K - $47K
|
48.3K
$5.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 12.4% |
$37K - $47K
|
2.83K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-400- 46.24% |
$37K - $47K
|
465
$56.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-400- 8.74% |
$37K - $47K
|
4.18K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 5.45% |
$37K - $47K
|
6.94K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-400- 17.39% |
$37K - $47K
|
1.9K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-401- 0.61% |
$37K - $47.2K
|
65.3K
$7.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-404- 5.84% |
$37.3K - $47.5K
|
6.52K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-404- 6.4% |
$37.3K - $47.5K
|
5.91K
$722K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-406- 0.47% |
$37.5K - $47.7K
|
86.1K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-407- 11.77% |
$37.6K - $47.9K
|
3.05K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-408- 7.67% |
$37.7K - $48K
|
4.91K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-408- 9.85% |
$37.7K - $48K
|
3.74K
$456K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-408- 7.82% |
$37.7K - $48K
|
4.81K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-409- 5.2% |
$37.8K - $48.1K
|
7.46K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-410- 4.43% |
$37.9K - $48.2K
|
8.84K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-411- 3.05% |
$38K - $48.3K
|
13.1K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-412- 41.96% |
$38.1K - $48.5K
|
570
$69.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-412- 8.63% |
$38.1K - $48.5K
|
4.36K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-416- 2.76% |
$38.4K - $48.9K
|
14.7K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-417- 9.88% |
$38.5K - $49K
|
3.81K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-418- 18.75% |
$38.6K - $49.2K
|
1.81K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-418- 0.51% |
$38.6K - $49.2K
|
81.9K
$10M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-419- 2.05% |
$38.7K - $49.3K
|
20K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-419- 3.64% |
$38.7K - $49.3K
|
11.1K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-420- 1.35% |
$38.8K - $49.4K
|
30.6K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-421- 3.6% |
$38.9K - $49.5K
|
11.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-424- 6.78% |
$39.2K - $49.9K
|
5.83K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-430- 0.39% |
$39.7K - $50.6K
|
111K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-430- 5.89% |
$39.7K - $50.6K
|
6.87K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-437- 2.28% |
$40.4K - $51.4K
|
18.7K
$2.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-437- 8.17% |
$40.4K - $51.4K
|
4.92K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-438- 17.9% |
$40.5K - $51.5K
|
2.01K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-438- 10.41% |
$40.5K - $51.5K
|
3.77K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-440- 1.5% |
$40.7K - $51.7K
|
28.8K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-441- 70.45% |
$40.7K - $51.9K
|
185
$22.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-443- 6.38% |
$40.9K - $52.1K
|
6.5K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-444- 7.66% |
$41K - $52.2K
|
5.35K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-446- 17.98% |
$41.2K - $52.4K
|
2.03K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-447- 5.16% |
$41.3K - $52.6K
|
8.21K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-450- 10.42% |
$41.6K - $52.9K
|
3.87K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-450- 61.64% |
$41.6K - $52.9K
|
280
$34.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-450- 2.67% |
$41.6K - $52.9K
|
16.4K
$2.01M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-450- 5.09% |
$41.6K - $52.9K
|
8.39K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-451- 8.63% |
$41.7K - $53K
|
4.77K
$583K
|