Latest Institutional Transactions on Walt Disney CO (DIS)
This table provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-22.6K- 50.94% |
$2.09M - $2.66M
|
21.8K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
77+ 4.3% |
$7.11K - $9.06K
|
1.87K
$211K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.34K- 41.62% |
$493K - $627K
|
7.48K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.1K- 1.75% |
$101K - $129K
|
61.8K
$6.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.04MNew |
$189M - $240M
|
2.04M
$231M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.08KNew |
$192K - $244K
|
2.08K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.19K- 0.77% |
$479K - $610K
|
668K
$75.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
191+ 1.86% |
$17.6K - $22.5K
|
10.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-37.9K- 50.07% |
$3.5M - $4.46M
|
37.8K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.52K- 4.48% |
$418K - $532K
|
96.5K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4.35K+ 37.64% |
$402K - $512K
|
15.9K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.3K+ 72.54% |
$952K - $1.21M
|
24.5K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-25- 0.56% |
$2.31K - $2.94K
|
4.42K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.71K+ 2.5% |
$712K - $906K
|
316K
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.06K- 4.24% |
$97.6K - $124K
|
23.9K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 50.25% |
$18.5K - $23.5K
|
598
$67.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-179K- 12.75% |
$16.5M - $21M
|
1.22M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.8K+ 3.69% |
$1.09M - $1.38M
|
331K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-505- 4.32% |
$46.7K - $59.4K
|
11.2K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
299+ 2.61% |
$27.6K - $35.2K
|
11.7K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
41.8K+ 3.17% |
$3.86M - $4.92M
|
1.36M
$154M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82+ 3.11% |
$7.58K - $9.64K
|
2.72K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.1K+ 1.88% |
$471K - $600K
|
276K
$31.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-100- 0.89% |
$9.24K - $11.8K
|
11.2K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.2K- 7.36% |
$1.03M - $1.31M
|
141K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
2.8K+ 2.16% |
$258K - $329K
|
132K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.16K- 5.64% |
$107K - $137K
|
19.5K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
932+ 14.16% |
$86.1K - $110K
|
7.51K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
208+ 1.25% |
$19.2K - $24.5K
|
16.9K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.06K+ 81.85% |
$97.5K - $124K
|
2.34K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.21K- 4.04% |
$204K - $260K
|
52.6K
$5.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
203+ 18.76% |
$18.8K - $23.9K
|
1.29K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.98K- 46.93% |
$275K - $350K
|
3.37K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-913- 4.81% |
$84.4K - $107K
|
18.1K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 0.72% |
$924 - $1.18K
|
1.4K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4.87K- 25.26% |
$450K - $573K
|
14.4K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-120- 0.75% |
$11.1K - $14.1K
|
15.8K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
27.2K+ 132.97% |
$2.51M - $3.2M
|
47.7K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-154- 0.27% |
$14.2K - $18.1K
|
56.7K
$6.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$121K - $154K
|
66.4K
$7.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.18K+ 7.78% |
$386K - $491K
|
57.9K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-101- 3.8% |
$9.33K - $11.9K
|
2.56K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.75K- 2.71% |
$162K - $206K
|
62.9K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-98.9K- 4.06% |
$9.14M - $11.6M
|
2.34M
$264M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
92+ 1.06% |
$8.5K - $10.8K
|
8.73K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-720- 3.87% |
$66.5K - $84.7K
|
17.9K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-230- 2.87% |
$21.2K - $27K
|
7.79K
$881K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.54K- 19.97% |
$142K - $181K
|
6.17K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.34K+ 2.11% |
$124K - $157K
|
64.8K
$7.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.63KNew |
$336K - $427K
|
3.63K
$411K
|