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 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.9K- 6.87% |
$1.19M - $1.37M
|
188K
$19M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.35K- 19.75% |
$458K - $528K
|
21.7K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.49% |
$1.28K - $1.48K
|
3.05K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-48.6K- 84.3% |
$4.16M - $4.79M
|
9.04K
$912K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
201New |
$17.2K - $19.8K
|
201
$20.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$257K - $296K
|
3K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.15K+ 19.26% |
$98.7K - $114K
|
7.14K
$720K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 19.58% |
$291K - $335K
|
20.7K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-449- 10.61% |
$38.4K - $44.3K
|
3.78K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 8.17% |
$60.8K - $70K
|
7.98K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-923- 5.37% |
$79K - $91K
|
16.3K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.3K- 19.21% |
$197K - $227K
|
9.66K
$975K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-469- 16.61% |
$40.1K - $46.2K
|
2.35K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-13- 0.48% |
$1.11K - $1.28K
|
2.72K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.5K- 18.73% |
$214K - $246K
|
10.8K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
22.7K+ 293.8% |
$1.94M - $2.24M
|
30.4K
$3.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8.51K+ 40.2% |
$729K - $839K
|
29.7K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.3K+ 21.25% |
$197K - $227K
|
13.1K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
6.14K+ 1.9% |
$525K - $605K
|
329K
$33.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.12K- 1.28% |
$182K - $209K
|
164K
$16.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
889+ 2.67% |
$76.1K - $87.7K
|
34.2K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-40- 0.35% |
$3.42K - $3.94K
|
11.3K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.71K- 4.66% |
$232K - $267K
|
55.4K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
72+ 19.57% |
$6.16K - $7.1K
|
440
$44.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
53.8K+ 96.23% |
$4.6M - $5.3M
|
110K
$11.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$50.4K - $58.1K
|
589
$59.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-93- 0.34% |
$7.96K - $9.17K
|
27.1K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.11K- 20.2% |
$181K - $208K
|
8.34K
$841K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.38K- 18.73% |
$118K - $136K
|
6K
$605K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
167+ 1.19% |
$14.3K - $16.5K
|
14.2K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.67K+ 13.8% |
$314K - $362K
|
30.3K
$3.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-18- 0.05% |
$1.54K - $1.77K
|
33.3K
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-6.4K- 39.58% |
$548K - $631K
|
9.77K
$985K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-178- 2.48% |
$15.2K - $17.6K
|
7K
$706K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.68K+ 124.15% |
$486K - $560K
|
10.2K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 42.52% |
$4.62K - $5.32K
|
73
$7.36K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
219+ 2.1% |
$18.7K - $21.6K
|
10.7K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
257+ 3.28% |
$22K - $25.3K
|
8.09K
$816K
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 41.13% |
$167K - $193K
|
6.71K
$677K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-29- 1.09% |
$2.48K - $2.86K
|
2.63K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-48- 0.91% |
$4.11K - $4.73K
|
5.21K
$525K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-543- 2.17% |
$46.5K - $53.5K
|
24.4K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
195+ 4.76% |
$16.7K - $19.2K
|
4.29K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-110- 5.51% |
$9.42K - $10.8K
|
1.89K
$190K
|
|
|
Oct 21, 2024
Q3 2024
|
Oldfield Partners LLP
|
SELL
|
- |
-800- 0.15% |
$68.5K - $78.9K
|
516K
$52M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
714+ 3.04% |
$61.1K - $70.4K
|
24.2K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.87K+ 3.45% |
$246K - $283K
|
86.2K
$8.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.04K- 22.32% |
$175K - $201K
|
7.11K
$717K
|