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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.73K+ 3.63% |
$148K - $170K
|
49.3K
$4.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
8.03K+ 12.04% |
$688K - $792K
|
74.8K
$7.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
302+ 0.23% |
$25.9K - $29.8K
|
129K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
292+ 4.61% |
$25K - $28.8K
|
6.63K
$656K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15K- 5.67% |
$1.29M - $1.48M
|
250K
$24.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-540- 6.17% |
$46.2K - $53.2K
|
8.21K
$812K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-14.8K- 29.26% |
$1.27M - $1.46M
|
35.9K
$3.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
380+ 1.05% |
$32.5K - $37.5K
|
36.7K
$3.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-402- 2.87% |
$34.4K - $39.6K
|
13.6K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 31.83% |
$106K - $122K
|
2.65K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
521+ 1.44% |
$44.6K - $51.4K
|
36.6K
$3.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.58K- 21.02% |
$135K - $156K
|
5.93K
$587K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-600- 13.95% |
$51.4K - $59.2K
|
3.7K
$366K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.78K- 1.07% |
$152K - $176K
|
165K
$16.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-25- 5.58% |
$2.14K - $2.47K
|
423
$41.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-75- 2.75% |
$6.42K - $7.4K
|
2.65K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-339- 6.22% |
$29K - $33.4K
|
5.11K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.69K- 2.3% |
$230K - $265K
|
114K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-38- 21.35% |
$3.25K - $3.75K
|
140
$13.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.33KNew |
$199K - $230K
|
2.33K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2K- 4.68% |
$171K - $197K
|
40.7K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 26.48% |
$149K - $172K
|
8.31K
$822K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.85K- 8.96% |
$501K - $577K
|
59.4K
$5.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-316- 1.7% |
$27K - $31.2K
|
18.3K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 4.79% |
$11.5K - $13.2K
|
2.67K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-60- 1.04% |
$5.14K - $5.92K
|
5.73K
$567K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4.52K- 6.12% |
$387K - $445K
|
69.3K
$6.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
75.2KNew |
$6.44M - $7.42M
|
75.2K
$7.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.58K- 1.23% |
$135K - $156K
|
127K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-4.38K- 12.95% |
$375K - $432K
|
29.4K
$2.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 6.51% |
$178K - $205K
|
29.9K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-364- 67.53% |
$31.2K - $35.9K
|
175
$17.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-127K- 11.37% |
$10.9M - $12.5M
|
992K
$98.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-149- 1.71% |
$12.8K - $14.7K
|
8.56K
$847K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
84+ 1.18% |
$7.19K - $8.28K
|
7.21K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.59K+ 21.99% |
$307K - $354K
|
19.9K
$1.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
540+ 2.2% |
$46.2K - $53.2K
|
25.1K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
CALL |
8K+ 200.0% |
$685K - $789K
|
12K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.85% |
$132K - $152K
|
30.3K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.03% |
$428 - $493
|
16.5K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.09% |
$51.4K - $59.2K
|
29.3K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
505+ 1.2% |
$43.2K - $49.8K
|
42.7K
$4.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.34K- 24.79% |
$114K - $132K
|
4.05K
$401K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.21K- 11.44% |
$275K - $317K
|
24.9K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.09% |
$85.6 - $98.6
|
1.06K
$105K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4M+ 12574.38% |
$291M - $335M
|
3.43M
$339M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
477+ 8.45% |
$40.8K - $47K
|
6.12K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
534+ 1.11% |
$45.7K - $52.7K
|
48.7K
$4.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 11.8% |
$37.1K - $42.7K
|
4.1K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.27% |
$50.3K - $58K
|
45.7K
$4.52M
|