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 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-453- 5.41% |
$41.9K - $53.3K
|
7.93K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-454- 4.06% |
$41.9K - $53.4K
|
10.7K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-459- 1.4% |
$42.4K - $54K
|
32.3K
$3.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-460- 1.5% |
$42.5K - $54.1K
|
30.1K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-464- 7.2% |
$42.9K - $54.6K
|
5.98K
$731K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-466- 1.23% |
$43.1K - $54.8K
|
37.5K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-470- 9.0% |
$43.4K - $55.3K
|
4.75K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 3.05% |
$43.5K - $55.4K
|
15K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-472- 20.58% |
$43.6K - $55.5K
|
1.82K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-474- 11.22% |
$43.8K - $55.7K
|
3.75K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-476- 3.78% |
$44K - $56K
|
12.1K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-477- 6.64% |
$44.1K - $56.1K
|
6.71K
$820K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-484- 3.21% |
$44.7K - $56.9K
|
14.6K
$1.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-486- 4.19% |
$44.9K - $57.2K
|
11.1K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-487- 2.65% |
$45K - $57.3K
|
17.9K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.49% |
$45.3K - $57.6K
|
3.77K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-490- 7.62% |
$45.3K - $57.6K
|
5.94K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-492- 45.64% |
$45.5K - $57.9K
|
586
$71.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-493- 2.73% |
$45.5K - $58K
|
17.6K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-500- 1.96% |
$46.2K - $58.8K
|
25K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 33.09% |
$46.2K - $58.8K
|
1.01K
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-502- 1.39% |
$46.4K - $59K
|
35.6K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-502- 7.2% |
$46.4K - $59K
|
6.47K
$791K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-505- 4.3% |
$46.7K - $59.4K
|
11.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-505- 4.32% |
$46.7K - $59.4K
|
11.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-505- 65.16% |
$46.7K - $59.4K
|
270
$33K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-506- 7.56% |
$46.7K - $59.5K
|
6.19K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-508- 10.53% |
$46.9K - $59.7K
|
4.32K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-511- 1.64% |
$47.2K - $60.1K
|
30.6K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-513- 3.16% |
$47.4K - $60.3K
|
15.7K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-525- 4.38% |
$48.5K - $61.7K
|
11.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-526- 3.23% |
$48.6K - $61.9K
|
15.8K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-527- 5.98% |
$48.7K - $62K
|
8.29K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-531- 1.25% |
$49.1K - $62.4K
|
41.9K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 18.98% |
$49.2K - $62.6K
|
2.27K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-534- 15.99% |
$49.3K - $62.8K
|
2.81K
$343K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-534- 21.95% |
$49.3K - $62.8K
|
1.9K
$232K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-536- 17.15% |
$49.5K - $63K
|
2.59K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-537- 2.47% |
$49.6K - $63.2K
|
21.2K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-537- 17.77% |
$49.6K - $63.2K
|
2.49K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-540- 11.86% |
$49.9K - $63.5K
|
4.02K
$491K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-548- 6.95% |
$50.6K - $64.4K
|
7.33K
$896K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-548- 1.9% |
$50.6K - $64.4K
|
28.2K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$983K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-550- 3.46% |
$50.8K - $64.7K
|
15.3K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-551- 4.32% |
$50.9K - $64.8K
|
12.2K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-552- 4.31% |
$51K - $64.9K
|
12.3K
$1.5M
|