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 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.08KNew |
$284K - $362K
|
3.08K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.07KNew |
$284K - $361K
|
3.07K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.05K+ 1.65% |
$282K - $359K
|
188K
$20.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3K+ 3.59% |
$277K - $353K
|
86.7K
$9.61M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.99K+ 89.31% |
$276K - $352K
|
6.34K
$703K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.95K+ 3.03% |
$273K - $347K
|
100K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.95K+ 0.9% |
$273K - $347K
|
331K
$36.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.94KNew |
$272K - $346K
|
2.94K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.91K+ 1.34% |
$269K - $342K
|
220K
$24.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.9K+ 25.47% |
$268K - $341K
|
14.3K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.88KNew |
$266K - $339K
|
2.88K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.88KNew |
$266K - $338K
|
2.88K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.86K+ 2.67% |
$264K - $336K
|
110K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.86K+ 8.81% |
$264K - $336K
|
35.3K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.84K+ 3.01% |
$263K - $334K
|
97.2K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.84KNew |
$262K - $334K
|
2.84K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.81KNew |
$260K - $331K
|
2.81K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.81K+ 105.84% |
$260K - $330K
|
5.47K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.8K+ 2.16% |
$258K - $329K
|
132K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.66K+ 15.42% |
$246K - $313K
|
19.9K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.65KNew |
$245K - $312K
|
2.65K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.65KNew |
$244K - $311K
|
2.65K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.64KNew |
$244K - $310K
|
2.64K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.63KNew |
$243K - $309K
|
2.63K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.57KNew |
$237K - $302K
|
2.57K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.56KNew |
$237K - $301K
|
2.56K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 3.84% |
$236K - $301K
|
69.1K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48K+ 31.25% |
$229K - $291K
|
10.4K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 3.63% |
$229K - $291K
|
70.6K
$7.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.46KNew |
$228K - $290K
|
2.46K
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.44K+ 5.32% |
$225K - $287K
|
48.3K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.44K+ 16.69% |
$225K - $287K
|
17.1K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.43KNew |
$224K - $285K
|
2.43K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.41K+ 6.04% |
$222K - $283K
|
42.2K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.41K+ 8.43% |
$222K - $283K
|
31K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.4KNew |
$222K - $282K
|
2.4K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
2.39K+ 1.36% |
$221K - $281K
|
178K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.37K+ 66.63% |
$219K - $279K
|
5.94K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.36KNew |
$218K - $277K
|
2.36K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 12.34% |
$217K - $276K
|
21.4K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.34K+ 0.6% |
$216K - $275K
|
392K
$43.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.34K+ 27.95% |
$216K - $275K
|
10.7K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.33KNew |
$215K - $274K
|
2.33K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.33KNew |
$215K - $274K
|
2.33K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.32K+ 48.36% |
$214K - $272K
|
7.1K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.29K+ 0.82% |
$211K - $269K
|
283K
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.28KNew |
$210K - $268K
|
2.28K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.27K+ 18.63% |
$210K - $267K
|
14.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.26KNew |
$209K - $266K
|
2.26K
$250K
|