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 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-656- 16.35% |
$60.6K - $77.1K
|
3.36K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-663- 1.02% |
$61.3K - $78K
|
64.2K
$7.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-669- 5.84% |
$61.8K - $78.7K
|
10.8K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-670- 1.33% |
$61.9K - $78.8K
|
49.7K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-672- 6.57% |
$62.1K - $79K
|
9.56K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-673- 23.27% |
$62.2K - $79.1K
|
2.22K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-690- 19.41% |
$63.7K - $81.1K
|
2.87K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-698- 5.14% |
$64.5K - $82.1K
|
12.9K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-700- 3.64% |
$64.7K - $82.3K
|
18.5K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-703- 16.15% |
$65K - $82.7K
|
3.65K
$399K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-716- 10.95% |
$66.2K - $84.2K
|
5.82K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-716- 3.81% |
$66.2K - $84.2K
|
18.1K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-717- 8.59% |
$66.2K - $84.3K
|
7.63K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-718- 3.11% |
$66.3K - $84.4K
|
22.4K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-719- 1.58% |
$66.4K - $84.6K
|
44.8K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-720- 3.87% |
$66.5K - $84.7K
|
17.9K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-724- 9.36% |
$66.9K - $85.1K
|
7.01K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-727- 2.33% |
$67.2K - $85.5K
|
30.4K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-734- 3.02% |
$67.8K - $86.3K
|
23.6K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-740- 2.26% |
$68.4K - $87K
|
32K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-741- 7.26% |
$68.5K - $87.1K
|
9.46K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-745- 7.64% |
$68.8K - $87.6K
|
9.01K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-746- 12.05% |
$68.9K - $87.7K
|
5.44K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-749- 2.69% |
$69.2K - $88.1K
|
27.1K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-754- 0.61% |
$69.7K - $88.7K
|
122K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-757- 3.54% |
$69.9K - $89K
|
20.6K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-768- 27.39% |
$71K - $90.3K
|
2.04K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-768- 27.56% |
$71K - $90.3K
|
2.02K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-769- 1.63% |
$71K - $90.4K
|
46.4K
$5.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-772- 0.47% |
$71.3K - $90.8K
|
164K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-772- 16.56% |
$71.3K - $90.8K
|
3.89K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-774- 6.68% |
$71.5K - $91K
|
10.8K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-783- 2.52% |
$72.3K - $92.1K
|
30.3K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-783- 9.03% |
$72.3K - $92.1K
|
7.89K
$862K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-785- 17.88% |
$72.5K - $92.3K
|
3.61K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-786- 2.15% |
$72.6K - $92.4K
|
35.8K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-789- 1.68% |
$72.9K - $92.8K
|
46K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-792- 11.95% |
$73.2K - $93.1K
|
5.84K
$637K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-795- 10.83% |
$73.5K - $93.5K
|
6.55K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-799- 8.33% |
$73.8K - $94K
|
8.8K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 11.85% |
$73.9K - $94.1K
|
5.95K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-800- 33.33% |
$73.9K - $94.1K
|
1.6K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-816- 30.4% |
$75.4K - $96K
|
1.87K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-821- 9.15% |
$75.9K - $96.5K
|
8.15K
$890K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-825- 5.76% |
$76.2K - $97K
|
13.5K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-826- 6.99% |
$76.3K - $97.1K
|
11K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-830- 1.01% |
$76.7K - $97.6K
|
81.4K
$8.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-830- 4.48% |
$76.7K - $97.6K
|
17.7K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-834- 6.32% |
$77.1K - $98.1K
|
12.4K
$1.35M
|