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
|
Uss Investment Management LTD
|
SELL
|
- |
-5.77K- 1.94% |
$533K - $679K
|
292K
$32.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5.85K- 12.5% |
$540K - $688K
|
40.9K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.88K- 56.22% |
$543K - $691K
|
4.58K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.93K- 44.68% |
$548K - $697K
|
7.34K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-5.94K- 36.99% |
$549K - $698K
|
10.1K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-6.03K- 27.96% |
$557K - $709K
|
15.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.05K- 26.14% |
$559K - $711K
|
17.1K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-6.06K- 9.0% |
$560K - $712K
|
61.2K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.09K- 24.33% |
$562K - $716K
|
18.9K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6.13K- 1.6% |
$566K - $721K
|
377K
$41.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.17K- 3.93% |
$570K - $725K
|
151K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6.21K- 2.13% |
$574K - $730K
|
285K
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.22K- 13.27% |
$574K - $731K
|
40.6K
$4.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.24K- 13.09% |
$577K - $734K
|
41.4K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.25K- 50.89% |
$578K - $735K
|
6.03K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.31K- 3.58% |
$583K - $743K
|
170K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-6.37K- 1.66% |
$589K - $749K
|
378K
$41.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.38K- 2.86% |
$589K - $750K
|
217K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
SELL
|
- |
-6.48KClosed |
$599K - $762K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.59K- 20.16% |
$609K - $775K
|
26.1K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.64K- 1.31% |
$614K - $781K
|
500K
$55.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-6.71K- 13.61% |
$620K - $789K
|
42.6K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6.72K- 35.1% |
$621K - $790K
|
12.4K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.83K- 11.27% |
$631K - $803K
|
53.8K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-6.85K- 1.56% |
$633K - $806K
|
432K
$47.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.85K- 1.91% |
$633K - $806K
|
352K
$38.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.87K- 36.92% |
$635K - $808K
|
11.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-6.94K- 3.45% |
$641K - $816K
|
194K
$21.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-6.96K- 12.78% |
$643K - $818K
|
47.5K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.98K- 5.86% |
$645K - $821K
|
112K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.98K- 7.19% |
$645K - $821K
|
90.1K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.02K- 8.73% |
$649K - $826K
|
73.5K
$8.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.08K- 6.18% |
$654K - $832K
|
107K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.14K- 73.37% |
$659K - $839K
|
2.59K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.14K- 19.97% |
$660K - $840K
|
28.6K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.19K- 15.03% |
$664K - $845K
|
40.6K
$4.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-7.2K- 41.86% |
$665K - $847K
|
10K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.22K- 2.98% |
$667K - $849K
|
235K
$25.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.29K- 3.63% |
$674K - $858K
|
194K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-7.31K- 7.81% |
$676K - $860K
|
86.3K
$9.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.35K- 3.66% |
$679K - $865K
|
193K
$21.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-7.36K- 61.03% |
$680K - $865K
|
4.7K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-7.4K- 8.05% |
$684K - $871K
|
84.5K
$9.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7.41K- 67.59% |
$685K - $872K
|
3.56K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-7.45K- 2.19% |
$688K - $876K
|
332K
$36.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-7.5K- 18.99% |
$693K - $882K
|
32K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-7.52K- 16.64% |
$695K - $884K
|
37.7K
$4.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.58K- 43.7% |
$701K - $892K
|
9.77K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.6K- 7.97% |
$702K - $894K
|
87.7K
$9.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.64K- 35.76% |
$705K - $898K
|
13.7K
$1.51M
|