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 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$185 - $235
|
3.29K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2New |
$185 - $235
|
2
$218
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.16K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.19K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$92.4 - $118
|
197K
$21.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1- 3.13% |
$92.4 - $118
|
31
$3.37K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$185 - $235
|
787
$85.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2- 0.02% |
$185 - $235
|
12.7K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4- 3.64% |
$370 - $470
|
106
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$462 - $588
|
2.63K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$554 - $706
|
12.9K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$647 - $823
|
3.4K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 4.57% |
$739 - $941
|
167
$18.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.75% |
$832 - $1.06K
|
1.19K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9- 1.17% |
$832 - $1.06K
|
759
$82.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.46% |
$924 - $1.18K
|
2.15K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-11- 0.41% |
$1.02K - $1.29K
|
2.65K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.31% |
$1.11K - $1.41K
|
3.82K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.41K
|
2.15K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.34% |
$1.2K - $1.53K
|
3.77K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-13- 0.58% |
$1.2K - $1.53K
|
2.22K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-15- 0.59% |
$1.39K - $1.76K
|
2.54K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$1.39K - $1.76K
|
19.6K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.34% |
$1.76K - $2.23K
|
5.65K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.43% |
$1.85K - $2.35K
|
4.6K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-25- 0.28% |
$2.31K - $2.94K
|
8.88K
$966K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-25Closed |
$2.31K - $2.94K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 6.59% |
$2.68K - $3.41K
|
411
$44.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-33- 0.89% |
$3.05K - $3.88K
|
3.68K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-34- 0.19% |
$3.14K - $4K
|
17.9K
$1.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 2.21% |
$3.51K - $4.47K
|
1.69K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 0.95% |
$3.6K - $4.59K
|
4.07K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-39- 0.37% |
$3.6K - $4.59K
|
10.6K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 0.22% |
$3.7K - $4.7K
|
18.5K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 1.35% |
$3.88K - $4.94K
|
3.08K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 1.31% |
$4.62K - $5.88K
|
3.78K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.11% |
$4.8K - $6.12K
|
45.4K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-54- 2.67% |
$4.99K - $6.35K
|
1.97K
$214K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-54- 9.38% |
$4.99K - $6.35K
|
522
$56.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-57- 16.67% |
$5.27K - $6.7K
|
285
$31K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-57- 49.14% |
$5.27K - $6.7K
|
59
$6.42K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-58- 0.07% |
$5.36K - $6.82K
|
88.2K
$9.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-62- 0.68% |
$5.73K - $7.29K
|
9.02K
$981K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-63- 2.36% |
$5.82K - $7.41K
|
2.6K
$283K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-63- 0.43% |
$5.82K - $7.41K
|
14.5K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-63- 1.89% |
$5.82K - $7.41K
|
3.27K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-65- 1.71% |
$6.01K - $7.64K
|
3.74K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-67- 0.62% |
$6.19K - $7.88K
|
10.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-68- 0.57% |
$6.28K - $8K
|
11.9K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-68- 2.43% |
$6.28K - $8K
|
2.74K
$298K
|