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 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
63+ 0.47% |
$5.82K - $7.41K
|
13.5K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
58+ 2.38% |
$5.36K - $6.82K
|
2.49K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 0.82% |
$5.27K - $6.7K
|
7.04K
$769K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
57+ 0.22% |
$5.27K - $6.7K
|
25.8K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.47% |
$5.08K - $6.47K
|
11.8K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55New |
$5.08K - $6.47K
|
55
$6.01K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
54+ 1.34% |
$4.99K - $6.35K
|
4.08K
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
52+ 0.58% |
$4.8K - $6.12K
|
8.97K
$980K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
52+ 2.18% |
$4.8K - $6.12K
|
2.44K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
51+ 1.81% |
$4.71K - $6K
|
2.88K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
50+ 4.84% |
$4.62K - $5.88K
|
1.08K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.66% |
$4.62K - $5.88K
|
7.62K
$832K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 4.55% |
$4.43K - $5.64K
|
1.1K
$120K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
48+ 6.52% |
$4.43K - $5.64K
|
784
$85.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
48+ 0.01% |
$4.43K - $5.64K
|
398K
$43.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
48+ 0.63% |
$4.43K - $5.64K
|
7.64K
$834K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
48+ 0.57% |
$4.43K - $5.64K
|
8.49K
$928K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
47+ 0.69% |
$4.34K - $5.53K
|
6.91K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
46+ 1.39% |
$4.25K - $5.41K
|
3.37K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 0.2% |
$4.16K - $5.29K
|
22.1K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44+ 0.58% |
$4.07K - $5.17K
|
7.62K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 43.0% |
$3.97K - $5.06K
|
143
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
43+ 1.72% |
$3.97K - $5.06K
|
2.54K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 0.74% |
$3.88K - $4.94K
|
5.74K
$627K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
41+ 1.62% |
$3.79K - $4.82K
|
2.57K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
41New |
$3.79K - $4.82K
|
41
$4.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
41+ 1.3% |
$3.79K - $4.82K
|
3.2K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40+ 0.84% |
$3.7K - $4.7K
|
4.83K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
38New |
$3.51K - $4.47K
|
38
$4.15K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
37+ 0.51% |
$3.42K - $4.35K
|
7.25K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.78% |
$3.33K - $4.23K
|
4.65K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$3.82K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33+ 1.22% |
$3.05K - $3.88K
|
2.75K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.61% |
$2.96K - $3.76K
|
5.29K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32+ 0.94% |
$2.96K - $3.76K
|
3.44K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.29% |
$2.96K - $3.76K
|
11.1K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 3.17% |
$2.86K - $3.65K
|
1.01K
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
31+ 0.12% |
$2.86K - $3.65K
|
25.6K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
31+ 0.51% |
$2.86K - $3.65K
|
6.08K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 3.27% |
$2.77K - $3.53K
|
948
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.02% |
$2.77K - $3.53K
|
155K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$2.77K - $3.53K
|
30
$3.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
27New |
$2.49K - $3.18K
|
27
$2.95K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
26+ 0.45% |
$2.4K - $3.06K
|
5.79K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26+ 1.03% |
$2.4K - $3.06K
|
2.56K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$2.31K - $2.94K
|
3.68K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 16.45% |
$2.31K - $2.94K
|
177
$19.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.94K
|
7.24K
$790K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.54% |
$2.31K - $2.94K
|
4.64K
$506K
|