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
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.91K- 3.47% |
$269K - $342K
|
80.9K
$8.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.93K- 13.85% |
$271K - $344K
|
18.2K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.94K- 4.58% |
$271K - $345K
|
61.1K
$6.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.96K- 13.83% |
$273K - $348K
|
18.4K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.98K- 46.93% |
$275K - $350K
|
3.37K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.98K- 2.97% |
$275K - $350K
|
97.3K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.99K- 0.91% |
$276K - $352K
|
327K
$35.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.01K- 44.52% |
$278K - $354K
|
3.75K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.04K- 5.92% |
$281K - $358K
|
48.3K
$5.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 6.83% |
$281K - $358K
|
41.6K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3.08K- 58.89% |
$285K - $362K
|
2.15K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.1K- 5.0% |
$287K - $365K
|
58.9K
$6.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.12K- 5.51% |
$288K - $367K
|
53.5K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.23K- 10.07% |
$299K - $380K
|
28.9K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.26K- 1.12% |
$301K - $384K
|
289K
$31.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3.27K- 94.78% |
$302K - $385K
|
180
$19.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.27K- 7.67% |
$302K - $385K
|
39.4K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.33K- 4.51% |
$308K - $391K
|
70.5K
$7.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.37K- 86.8% |
$312K - $397K
|
513
$56K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.38K- 37.38% |
$312K - $398K
|
5.66K
$619K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-3.42K- 3.66% |
$316K - $402K
|
89.8K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
SELL
|
- |
-3.42K- 7.94% |
$316K - $402K
|
39.6K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.44K- 32.32% |
$317K - $404K
|
7.19K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.44K- 5.03% |
$318K - $405K
|
65K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.46K- 11.62% |
$319K - $407K
|
26.3K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.52K- 46.15% |
$325K - $413K
|
4.1K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.56K- 7.03% |
$329K - $419K
|
47.1K
$5.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.58K- 6.38% |
$330K - $421K
|
52.5K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.64K- 11.55% |
$336K - $427K
|
27.8K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 9.68% |
$337K - $429K
|
34K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.65K- 16.72% |
$337K - $429K
|
18.2K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.71K- 12.5% |
$343K - $437K
|
26K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.77K- 4.15% |
$349K - $444K
|
87.2K
$9.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.85K- 4.48% |
$355K - $452K
|
82K
$8.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.88K- 4.83% |
$358K - $456K
|
76.4K
$8.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-3.9K- 6.77% |
$360K - $459K
|
53.7K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.95K- 68.38% |
$365K - $464K
|
1.83K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.97K- 18.1% |
$367K - $467K
|
18K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-4.05K- 4.01% |
$374K - $476K
|
97K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.12K- 11.87% |
$381K - $485K
|
30.6K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.14K- 11.26% |
$382K - $487K
|
32.6K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.15K- 3.11% |
$383K - $488K
|
129K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.16K- 3.85% |
$384K - $489K
|
104K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.19K- 56.68% |
$387K - $493K
|
3.2K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.2K- 90.44% |
$388K - $494K
|
444
$48.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-4.22K- 46.36% |
$390K - $496K
|
4.88K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.23K- 10.03% |
$390K - $497K
|
37.9K
$4.14M
|