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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-131- 0.06% |
$12.1K - $15.4K
|
234K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-132- 0.42% |
$12.2K - $15.5K
|
31.4K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-133- 4.89% |
$12.3K - $15.6K
|
2.59K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-134- 4.7% |
$12.4K - $15.8K
|
2.72K
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-135- 2.08% |
$12.5K - $15.9K
|
6.35K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-135- 6.86% |
$12.5K - $15.9K
|
1.83K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-136- 4.29% |
$12.6K - $16K
|
3.04K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-136- 1.95% |
$12.6K - $16K
|
6.84K
$759K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-136- 1.67% |
$12.6K - $16K
|
8K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-139- 5.83% |
$12.8K - $16.3K
|
2.25K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-141- 1.35% |
$13K - $16.6K
|
10.3K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-142- 28.74% |
$13.1K - $16.7K
|
352
$39K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-146- 5.13% |
$13.5K - $17.2K
|
2.7K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-146- 4.89% |
$13.5K - $17.2K
|
2.84K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-146- 2.05% |
$13.5K - $17.2K
|
6.96K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-147- 3.78% |
$13.6K - $17.3K
|
3.74K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-147- 34.75% |
$13.6K - $17.3K
|
276
$30.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-149- 3.98% |
$13.8K - $17.5K
|
3.6K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.74% |
$13.9K - $17.6K
|
8.47K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 4.42% |
$14K - $17.8K
|
3.26K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 3.99% |
$14K - $17.8K
|
3.63K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-153- 4.54% |
$14.1K - $18K
|
3.22K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.27% |
$14.2K - $18.1K
|
56.7K
$6.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-155- 2.66% |
$14.3K - $18.2K
|
5.66K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-157- 7.29% |
$14.5K - $18.5K
|
2K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-158- 0.19% |
$14.6K - $18.6K
|
83.4K
$9.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-159- 0.04% |
$14.7K - $18.7K
|
395K
$43.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-159- 0.28% |
$14.7K - $18.7K
|
55.7K
$6.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-160- 7.27% |
$14.8K - $18.8K
|
2.04K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.68% |
$15.2K - $19.4K
|
6K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-166- 5.31% |
$15.3K - $19.5K
|
2.96K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-167- 0.84% |
$15.4K - $19.6K
|
19.8K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-170- 2.99% |
$15.7K - $20K
|
5.53K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170- 4.45% |
$15.7K - $20K
|
3.65K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-170- 6.83% |
$15.7K - $20K
|
2.32K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-173- 7.04% |
$16K - $20.3K
|
2.29K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-173- 2.76% |
$16K - $20.3K
|
6.1K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-175- 9.81% |
$16.2K - $20.6K
|
1.61K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 4.14% |
$16.2K - $20.6K
|
4.05K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-175- 5.63% |
$16.2K - $20.6K
|
2.93K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-175- 6.62% |
$16.2K - $20.6K
|
2.47K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-175- 10.74% |
$16.2K - $20.6K
|
1.45K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.64% |
$16.5K - $21.1K
|
10.8K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-182- 0.44% |
$16.8K - $21.4K
|
41.1K
$4.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-185- 66.07% |
$17.1K - $21.8K
|
95
$10.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.42% |
$17.2K - $21.9K
|
7.51K
$833K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-186- 2.95% |
$17.2K - $21.9K
|
6.11K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 0.78% |
$17.4K - $22.1K
|
23.9K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-188- 4.8% |
$17.4K - $22.1K
|
3.73K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-190- 2.43% |
$17.6K - $22.3K
|
7.62K
$845K
|