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 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-68- 1.14% |
$6.28K - $8K
|
5.9K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-72- 2.26% |
$6.65K - $8.47K
|
3.11K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-75- 1.11% |
$6.93K - $8.82K
|
6.68K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 0.87% |
$6.93K - $8.82K
|
8.55K
$930K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 1.86% |
$7.02K - $8.94K
|
4K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-78- 2.05% |
$7.21K - $9.17K
|
3.72K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-80- 1.9% |
$7.39K - $9.41K
|
4.13K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-82- 1.99% |
$7.58K - $9.64K
|
4.03K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-83- 0.84% |
$7.67K - $9.76K
|
9.78K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 0.91% |
$7.85K - $10K
|
9.29K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-90- 4.27% |
$8.32K - $10.6K
|
2.02K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-90- 0.89% |
$8.32K - $10.6K
|
10K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-93- 4.21% |
$8.59K - $10.9K
|
2.12K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-94- 0.71% |
$8.68K - $11.1K
|
13.2K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-95- 3.56% |
$8.78K - $11.2K
|
2.58K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-96- 2.33% |
$8.87K - $11.3K
|
4.02K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-100- 1.08% |
$9.24K - $11.8K
|
9.14K
$995K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.16% |
$9.24K - $11.8K
|
64.4K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-100- 2.62% |
$9.24K - $11.8K
|
3.72K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 1.25% |
$9.24K - $11.8K
|
7.88K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.17% |
$9.24K - $11.8K
|
59.3K
$6.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-100- 1.93% |
$9.24K - $11.8K
|
5.07K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-100- 4.32% |
$9.24K - $11.8K
|
2.22K
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-105- 1.31% |
$9.7K - $12.3K
|
7.92K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-108- 0.55% |
$9.98K - $12.7K
|
19.6K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-112- 0.19% |
$10.3K - $13.2K
|
57.9K
$6.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 4.98% |
$10.4K - $13.3K
|
2.16K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-113- 4.62% |
$10.4K - $13.3K
|
2.34K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-114- 1.83% |
$10.5K - $13.4K
|
6.12K
$666K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-114- 1.15% |
$10.5K - $13.4K
|
9.76K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-117- 2.52% |
$10.8K - $13.8K
|
4.53K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 1.34% |
$11.1K - $14.1K
|
8.8K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 4.87% |
$11.2K - $14.2K
|
2.37K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-122- 3.3% |
$11.3K - $14.3K
|
3.57K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-125- 3.4% |
$11.5K - $14.7K
|
3.56K
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-125- 2.09% |
$11.5K - $14.7K
|
5.87K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-132- 0.42% |
$12.2K - $15.5K
|
31.4K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-142- 28.74% |
$13.1K - $16.7K
|
352
$38.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-146- 5.13% |
$13.5K - $17.2K
|
2.7K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-147- 3.78% |
$13.6K - $17.3K
|
3.74K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-147- 34.75% |
$13.6K - $17.3K
|
276
$30K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-149- 3.98% |
$13.8K - $17.5K
|
3.6K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 4.42% |
$14K - $17.8K
|
3.26K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 3.99% |
$14K - $17.8K
|
3.63K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-160- 7.27% |
$14.8K - $18.8K
|
2.04K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-173- 7.04% |
$16K - $20.3K
|
2.29K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-175- 9.81% |
$16.2K - $20.6K
|
1.61K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 4.14% |
$16.2K - $20.6K
|
4.05K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-185- 66.07% |
$17.1K - $21.8K
|
95
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.42% |
$17.2K - $21.9K
|
7.51K
$818K
|