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 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$96.6K - $123K
|
14.8K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.04K+ 2.22% |
$96K - $122K
|
47.9K
$5.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 18.96% |
$94.6K - $120K
|
6.43K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.01K+ 7.43% |
$92.9K - $118K
|
14.5K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1K+ 31.05% |
$92.4K - $118K
|
4.22K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
985+ 24.41% |
$91K - $116K
|
5.02K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
979+ 11.78% |
$90.4K - $115K
|
9.29K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
970+ 13.24% |
$89.6K - $114K
|
8.3K
$938K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
947+ 9.25% |
$87.5K - $111K
|
11.2K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
935+ 14.27% |
$86.4K - $110K
|
7.49K
$847K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932+ 14.16% |
$86.1K - $110K
|
7.51K
$849K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
923+ 5.36% |
$85.3K - $109K
|
18.1K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
870+ 2.65% |
$80.4K - $102K
|
33.7K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
859+ 31.52% |
$79.4K - $101K
|
3.58K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
855+ 21.93% |
$79K - $101K
|
4.75K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
852+ 0.85% |
$78.7K - $100K
|
101K
$11.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
850+ 30.16% |
$78.5K - $100K
|
3.67K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
850+ 40.19% |
$78.5K - $100K
|
2.97K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850+ 2428.57% |
$78.5K - $100K
|
885
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
850+ 31.08% |
$78.5K - $100K
|
3.59K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
833+ 29.05% |
$77K - $98K
|
3.7K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
820+ 3.77% |
$75.8K - $96.4K
|
22.6K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
811+ 10.81% |
$74.9K - $95.4K
|
8.31K
$940K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
795+ 8.24% |
$73.5K - $93.5K
|
10.4K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
788+ 5.65% |
$72.8K - $92.7K
|
14.7K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
785+ 6.01% |
$72.5K - $92.3K
|
13.8K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
778+ 5.97% |
$71.9K - $91.5K
|
13.8K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
769+ 34.36% |
$71K - $90.4K
|
3.01K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
750+ 10.38% |
$69.3K - $88.2K
|
7.98K
$902K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
750+ 2.66% |
$69.3K - $88.2K
|
29K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
745+ 3.72% |
$68.8K - $87.6K
|
20.8K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$82.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
727+ 5.04% |
$67.2K - $85.5K
|
15.2K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
708+ 33.71% |
$65.4K - $83.3K
|
2.81K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
700+ 14.68% |
$64.7K - $82.3K
|
5.47K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690New |
$63.7K - $81.1K
|
690
$78K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 4.76% |
$62.4K - $79.4K
|
14.8K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
669+ 6.07% |
$61.8K - $78.7K
|
11.7K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
669+ 13.28% |
$61.8K - $78.7K
|
5.71K
$645K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
662+ 16550.0% |
$61.2K - $77.9K
|
666
$75.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 10.12% |
$59.6K - $75.9K
|
7.02K
$794K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
643+ 1.25% |
$59.4K - $75.6K
|
52.1K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
638+ 9.61% |
$58.9K - $75K
|
7.28K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
635+ 3.07% |
$58.7K - $74.7K
|
21.3K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
631+ 0.5% |
$58.3K - $74.2K
|
127K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
626+ 21.94% |
$57.8K - $73.6K
|
3.48K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
622+ 2.45% |
$57.5K - $73.1K
|
26K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
614+ 4.88% |
$56.7K - $72.2K
|
13.2K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
602+ 5.48% |
$55.6K - $70.8K
|
11.6K
$1.31M
|