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 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-534- 15.99% |
$49.3K - $62.8K
|
2.81K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-537- 2.47% |
$49.6K - $63.2K
|
21.2K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-540- 11.86% |
$49.9K - $63.5K
|
4.02K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-550- 3.46% |
$50.8K - $64.7K
|
15.3K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-551- 4.32% |
$50.9K - $64.8K
|
12.2K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-552- 4.31% |
$51K - $64.9K
|
12.3K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 12.32% |
$51.7K - $65.9K
|
3.99K
$437K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-563- 5.29% |
$52K - $66.2K
|
10.1K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-565- 0.87% |
$52.2K - $66.4K
|
64.3K
$7.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-566- 1.74% |
$52.3K - $66.6K
|
31.9K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-567- 7.47% |
$52.4K - $66.7K
|
7.02K
$769K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-568- 2.11% |
$52.5K - $66.8K
|
26.4K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-569- 2.35% |
$52.6K - $66.9K
|
23.6K
$2.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-569- 2.17% |
$52.6K - $66.9K
|
25.7K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-570- 1.95% |
$52.7K - $67K
|
28.7K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-570- 17.5% |
$52.7K - $67K
|
2.69K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-574- 2.54% |
$53K - $67.5K
|
22K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-575- 0.77% |
$53.1K - $67.6K
|
74.2K
$8.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-575- 1.83% |
$53.1K - $67.6K
|
30.8K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-577- 0.85% |
$53.3K - $67.9K
|
67.4K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-582- 4.99% |
$53.8K - $68.4K
|
11.1K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-584- 3.6% |
$54K - $68.7K
|
15.6K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-584- 8.28% |
$54K - $68.7K
|
6.47K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-588- 57.31% |
$54.3K - $69.1K
|
438
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-591- 5.94% |
$54.6K - $69.5K
|
9.36K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-593- 3.55% |
$54.8K - $69.7K
|
16.1K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-596- 14.25% |
$55.1K - $70.1K
|
3.59K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-600- 14.6% |
$55.4K - $70.6K
|
3.51K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-604- 6.88% |
$55.8K - $71K
|
8.18K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-609- 7.78% |
$56.3K - $71.6K
|
7.21K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-619- 9.82% |
$57.2K - $72.8K
|
5.68K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-620- 1.93% |
$57.3K - $72.9K
|
31.4K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-625- 4.88% |
$57.7K - $73.5K
|
12.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-626- 0.84% |
$57.8K - $73.6K
|
73.9K
$8.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-628- 2.56% |
$58K - $73.9K
|
23.9K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-628- 3.67% |
$58K - $73.9K
|
16.5K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-630- 4.32% |
$58.2K - $74.1K
|
14K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-630- 14.49% |
$58.2K - $74.1K
|
3.72K
$407K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-636- 3.05% |
$58.8K - $74.8K
|
20.2K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-638- 1.51% |
$58.9K - $75K
|
41.6K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-640- 1.51% |
$59.1K - $75.3K
|
41.7K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-640- 2.73% |
$59.1K - $75.3K
|
22.8K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-640- 5.51% |
$59.1K - $75.3K
|
11K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-643- 8.4% |
$59.4K - $75.6K
|
7.01K
$768K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-645- 2.02% |
$59.6K - $75.9K
|
31.2K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-649- 10.73% |
$60K - $76.3K
|
5.4K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-654- 13.33% |
$60.4K - $76.9K
|
4.25K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-655- 16.49% |
$60.5K - $77K
|
3.32K
$364K
|