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 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.51K- 14.58% |
$232K - $296K
|
14.7K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.53K- 2.78% |
$233K - $297K
|
88.4K
$9.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.53K- 12.6% |
$234K - $297K
|
17.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.55K- 4.1% |
$236K - $300K
|
59.6K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-2.57K- 0.84% |
$237K - $302K
|
302K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.58K- 29.51% |
$238K - $303K
|
6.15K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.62K- 5.54% |
$242K - $308K
|
44.6K
$4.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.62K- 2.65% |
$242K - $308K
|
96.1K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 5.78% |
$243K - $310K
|
43K
$4.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.66K- 4.99% |
$246K - $313K
|
50.6K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.66K- 1.74% |
$246K - $313K
|
151K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.67K- 11.06% |
$246K - $314K
|
21.4K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.67K- 49.97% |
$247K - $314K
|
2.68K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.68K- 23.12% |
$248K - $315K
|
8.92K
$984K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.03% |
$249K - $318K
|
86.5K
$9.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.71K- 31.51% |
$250K - $318K
|
5.88K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.71K- 18.79% |
$251K - $319K
|
11.7K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.72K- 49.47% |
$251K - $320K
|
2.78K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.73K- 14.32% |
$252K - $321K
|
16.3K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2.74K- 2.25% |
$253K - $322K
|
119K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.75K- 25.88% |
$254K - $323K
|
7.88K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.79K- 4.17% |
$257K - $328K
|
64K
$7.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.8K- 3.07% |
$258K - $329K
|
88.2K
$9.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.8K- 20.17% |
$259K - $329K
|
11.1K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.8K- 40.2% |
$259K - $330K
|
4.17K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.81K- 4.88% |
$259K - $330K
|
54.7K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.83K- 1.51% |
$261K - $332K
|
184K
$20.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.84K- 4.95% |
$263K - $334K
|
54.6K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.85K- 2.66% |
$263K - $335K
|
104K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 7.99% |
$264K - $336K
|
32.9K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.87K- 2.73% |
$265K - $337K
|
102K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.9K- 4.2% |
$268K - $342K
|
66.2K
$7.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.91K- 3.47% |
$269K - $342K
|
80.9K
$8.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.93K- 13.85% |
$271K - $344K
|
18.2K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.94K- 4.58% |
$271K - $345K
|
61.1K
$6.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.96K- 13.83% |
$273K - $348K
|
18.4K
$2.03M
|
|
|
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
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.98K- 2.97% |
$275K - $350K
|
97.3K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.99K- 0.91% |
$276K - $352K
|
327K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.01K- 44.52% |
$278K - $354K
|
3.75K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.04K- 5.92% |
$281K - $358K
|
48.3K
$5.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 6.83% |
$281K - $358K
|
41.6K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3.08K- 58.89% |
$285K - $362K
|
2.15K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.1K- 5.0% |
$287K - $365K
|
58.9K
$6.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.11K- 55.42% |
$287K - $366K
|
2.5K
$276K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-3.12K- 5.51% |
$288K - $367K
|
53.5K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.17K- 9.6% |
$293K - $373K
|
29.9K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.23K- 10.07% |
$299K - $380K
|
28.9K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.26K- 1.12% |
$301K - $384K
|
289K
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-3.27K- 94.78% |
$302K - $385K
|
180
$19.9K
|