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 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.8KNew |
$167K - $212K
|
1.8K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.8K+ 60.0% |
$166K - $212K
|
4.8K
$543K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79K+ 4.9% |
$166K - $211K
|
38.4K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.75K+ 19.38% |
$162K - $206K
|
10.8K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.73K+ 6.88% |
$159K - $203K
|
26.8K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.71KNew |
$158K - $201K
|
1.71K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.72% |
$156K - $199K
|
47.2K
$5.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.69K+ 2.1% |
$156K - $199K
|
82.3K
$9.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.64K+ 4.02% |
$151K - $193K
|
42.4K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.57K+ 15.06% |
$145K - $185K
|
12K
$1.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 8.46% |
$140K - $178K
|
19.4K
$2.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.51K+ 16.84% |
$140K - $178K
|
10.5K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.51K+ 9.25% |
$139K - $177K
|
17.8K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 8.33% |
$139K - $177K
|
19.6K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.5K+ 0.79% |
$138K - $176K
|
191K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 8.64% |
$138K - $175K
|
18.8K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.46K+ 10.54% |
$135K - $172K
|
15.4K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 2.62% |
$134K - $171K
|
56.9K
$6.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.44K+ 22.19% |
$133K - $170K
|
7.95K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 5.9% |
$133K - $170K
|
25.9K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 3.95% |
$132K - $168K
|
37.6K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.03% |
$132K - $167K
|
29.7K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.42K+ 16.53% |
$131K - $167K
|
10K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.41K+ 53.52% |
$130K - $165K
|
4.03K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 181.69% |
$129K - $165K
|
2.17K
$245K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.39KNew |
$128K - $163K
|
1.39K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.38K+ 72.93% |
$127K - $162K
|
3.27K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.37K+ 7.46% |
$126K - $161K
|
19.7K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.36K+ 8.73% |
$126K - $160K
|
17K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.34K+ 2.11% |
$124K - $157K
|
64.8K
$7.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.26K+ 57.4% |
$116K - $148K
|
3.46K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 1.48% |
$115K - $147K
|
85.2K
$9.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.25K+ 5.29% |
$115K - $146K
|
24.8K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 15.18% |
$113K - $144K
|
9.27K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 7.01% |
$113K - $143K
|
18.6K
$2.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.21K+ 6.76% |
$111K - $142K
|
19K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.2K+ 33.84% |
$111K - $142K
|
4.76K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2K+ 19.89% |
$111K - $141K
|
7.22K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 5.46% |
$110K - $141K
|
23.1K
$2.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.18K+ 46.12% |
$109K - $138K
|
3.73K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.17K+ 8.55% |
$108K - $137K
|
14.8K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.15K+ 778.38% |
$106K - $135K
|
1.3K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.15K+ 3.54% |
$106K - $135K
|
33.6K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 9.8% |
$105K - $133K
|
12.7K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.12K+ 0.18% |
$104K - $132K
|
616K
$69.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 2.68% |
$102K - $129K
|
42.1K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 38.67% |
$102K - $129K
|
3.94K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.06K+ 81.85% |
$97.5K - $124K
|
2.34K
$265K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.05K+ 62.81% |
$96.7K - $123K
|
2.71K
$307K
|