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 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
194+ 0.46% |
$17.9K - $22.8K
|
42.7K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
193+ 4.32% |
$17.8K - $22.7K
|
4.66K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
192New |
$17.7K - $22.6K
|
192
$21.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
191+ 1.86% |
$17.6K - $22.5K
|
10.5K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
190+ 2.8% |
$17.6K - $22.3K
|
6.97K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
190+ 4.98% |
$17.6K - $22.3K
|
4K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
187+ 2.69% |
$17.3K - $22K
|
7.15K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
185+ 1.84% |
$17.1K - $21.8K
|
10.2K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
181+ 7.89% |
$16.7K - $21.3K
|
2.48K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
181+ 0.31% |
$16.7K - $21.3K
|
59.3K
$6.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
178+ 2.54% |
$16.4K - $20.9K
|
7.19K
$813K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
178+ 0.43% |
$16.4K - $20.9K
|
41.5K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
175+ 0.4% |
$16.2K - $20.6K
|
43.4K
$4.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
173+ 7.72% |
$16K - $20.3K
|
2.41K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 2.62% |
$16K - $20.3K
|
6.77K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
166+ 3.61% |
$15.3K - $19.5K
|
4.76K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
163+ 1.99% |
$15.1K - $19.2K
|
8.37K
$947K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
161+ 7.7% |
$14.9K - $18.9K
|
2.25K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
159+ 3.87% |
$14.7K - $18.7K
|
4.26K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
156+ 0.48% |
$14.4K - $18.3K
|
32.6K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
154+ 3.13% |
$14.2K - $18.1K
|
5.08K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
150+ 29.59% |
$13.9K - $17.6K
|
657
$74.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
149+ 1.07% |
$13.8K - $17.5K
|
14.1K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
148+ 17.68% |
$13.7K - $17.4K
|
985
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
147+ 4.09% |
$13.6K - $17.3K
|
3.74K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
147New |
$13.6K - $17.3K
|
147
$16.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 5.74% |
$13.5K - $17.2K
|
2.69K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 4.97% |
$13.3K - $16.9K
|
3.04K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
144+ 5.72% |
$13.3K - $16.9K
|
2.66K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$13.2K - $16.8K
|
143
$16.2K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
139+ 4.39% |
$12.8K - $16.3K
|
3.3K
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
138+ 4.98% |
$12.7K - $16.2K
|
2.91K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
136+ 7.31% |
$12.6K - $16K
|
2K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135+ 4.8% |
$12.5K - $15.9K
|
2.95K
$334K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
126+ 4.51% |
$11.6K - $14.8K
|
2.92K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
125+ 2.48% |
$11.5K - $14.7K
|
5.18K
$585K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
125+ 2.2% |
$11.5K - $14.7K
|
5.81K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
122+ 5.57% |
$11.3K - $14.3K
|
2.31K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$11.1K - $14.1K
|
120
$13.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 4.86% |
$11K - $14K
|
2.57K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
115New |
$10.6K - $13.5K
|
115
$13K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 0.28% |
$10.3K - $13.1K
|
39.1K
$4.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
111+ 3.92% |
$10.3K - $13.1K
|
2.94K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
110+ 38.06% |
$10.2K - $12.9K
|
399
$45.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
105+ 4.12% |
$9.7K - $12.3K
|
2.66K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
104+ 0.16% |
$9.61K - $12.2K
|
65.2K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
98+ 1.63% |
$9.05K - $11.5K
|
6.11K
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
96+ 2.16% |
$8.87K - $11.3K
|
4.54K
$513K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$8.68K - $11.1K
|
94
$10.6K
|