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 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.19K- 6.27% |
$203K - $258K
|
32.8K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 30.8% |
$203K - $258K
|
4.94K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.04% |
$204K - $259K
|
22.2K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.2K- 7.36% |
$204K - $259K
|
27.7K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.21K- 4.04% |
$204K - $260K
|
52.6K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 10.75% |
$210K - $267K
|
18.8K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.29K- 30.49% |
$212K - $270K
|
5.23K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.32K- 19.22% |
$214K - $272K
|
9.74K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.32K- 15.01% |
$214K - $273K
|
13.1K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 9.9% |
$217K - $276K
|
21.4K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.36K- 0.94% |
$218K - $277K
|
248K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.38K- 15.66% |
$220K - $280K
|
12.8K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.39K- 3.15% |
$221K - $281K
|
73.5K
$8.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-2.4K- 7.42% |
$222K - $282K
|
29.9K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.4K- 30.7% |
$222K - $282K
|
5.42K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.4K- 0.49% |
$222K - $282K
|
491K
$53.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.44K- 1.63% |
$226K - $287K
|
147K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.46K- 1.83% |
$227K - $289K
|
132K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.46K- 2.34% |
$227K - $289K
|
103K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.46K- 5.48% |
$227K - $289K
|
42.4K
$4.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.47K- 2.89% |
$228K - $291K
|
83.1K
$9.07M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.49K- 11.67% |
$230K - $292K
|
18.8K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.5K- 29.91% |
$231K - $293K
|
5.85K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-2.5K- 8.33% |
$231K - $294K
|
27.5K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.53K- 2.78% |
$233K - $297K
|
88.4K
$9.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.53K- 12.6% |
$234K - $297K
|
17.5K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.55K- 4.1% |
$236K - $300K
|
59.6K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.58K- 29.51% |
$238K - $303K
|
6.15K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.62K- 5.54% |
$242K - $308K
|
44.6K
$4.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.62K- 2.65% |
$242K - $308K
|
96.1K
$10.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 5.78% |
$243K - $310K
|
43K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.66K- 4.99% |
$246K - $313K
|
50.6K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.67K- 11.06% |
$246K - $314K
|
21.4K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.67K- 49.97% |
$247K - $314K
|
2.68K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.68K- 23.12% |
$248K - $315K
|
8.92K
$974K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.03% |
$249K - $318K
|
86.5K
$9.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.71K- 31.51% |
$250K - $318K
|
5.88K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.71K- 18.79% |
$251K - $319K
|
11.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.72K- 49.47% |
$251K - $320K
|
2.78K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.73K- 14.32% |
$252K - $321K
|
16.3K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.75K- 25.88% |
$254K - $323K
|
7.88K
$861K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.79K- 4.17% |
$257K - $328K
|
64K
$6.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-2.8K- 3.07% |
$258K - $329K
|
88.2K
$9.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.8K- 20.17% |
$259K - $329K
|
11.1K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.8K- 40.2% |
$259K - $330K
|
4.17K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.81K- 4.88% |
$259K - $330K
|
54.7K
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.83K- 1.51% |
$261K - $332K
|
184K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.84K- 4.95% |
$263K - $334K
|
54.6K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.85K- 2.66% |
$263K - $335K
|
104K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 7.99% |
$264K - $336K
|
32.9K
$3.6M
|