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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-22.9K- 51.19% |
$1.96M - $2.26M
|
21.8K
$2.52M
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
586+ 1.05% |
$50.2K - $57.8K
|
56.7K
$6.55M
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.55KNew |
$218K - $251K
|
2.55K
$295K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.57K+ 53.32% |
$220K - $253K
|
7.39K
$855K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-900- 10.2% |
$77K - $88.7K
|
7.92K
$916K
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
52+ 0.07% |
$4.45K - $5.13K
|
74.8K
$8.65M
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
25+ 0.6% |
$2.14K - $2.47K
|
4.22K
$488K
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
44.5K+ 92.01% |
$3.81M - $4.39M
|
92.9K
$10.7M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.64K+ 27.58% |
$312K - $359K
|
16.8K
$1.95M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-65.7K- 31.46% |
$5.62M - $6.47M
|
143K
$16.5M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
63.9K+ 27.95% |
$5.47M - $6.3M
|
293K
$33.8M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-647- 5.23% |
$55.4K - $63.8K
|
11.7K
$1.36M
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-349- 1.54% |
$29.9K - $34.4K
|
22.3K
$2.58M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-83.4K- 73.49% |
$7.14M - $8.23M
|
30.1K
$3.48M
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
151+ 0.77% |
$12.9K - $14.9K
|
19.7K
$2.28M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-65- 0.18% |
$5.56K - $6.41K
|
37K
$4.28M
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.7K- 20.88% |
$231K - $266K
|
10.2K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68+ 7.04% |
$5.82K - $6.71K
|
1.03K
$120K
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-564- 5.62% |
$48.3K - $55.6K
|
9.48K
$1.1M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-7.25K- 14.31% |
$621K - $715K
|
43.4K
$5.02M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.78KNew |
$238K - $274K
|
2.78K
$322K
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.29% |
$685 - $789
|
2.73K
$315K
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-80- 8.47% |
$6.85K - $7.89K
|
865
$100K
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-26- 0.22% |
$2.23K - $2.56K
|
11.7K
$1.35M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
57.3K+ 4.54% |
$4.9M - $5.65M
|
1.32M
$152M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-31- 0.04% |
$2.65K - $3.06K
|
69.1K
$7.99M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-5.09K- 42.32% |
$436K - $502K
|
6.94K
$802K
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 3.21% |
$303K - $350K
|
114K
$13.2M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
92+ 1.25% |
$7.88K - $9.07K
|
7.48K
$865K
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
755+ 7.79% |
$64.6K - $74.5K
|
10.5K
$1.21M
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-100- 73.53% |
$8.56K - $9.86K
|
36
$4.16K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46.9K- 69.68% |
$4.01M - $4.62M
|
20.4K
$2.36M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-31.2K- 5.0% |
$2.67M - $3.07M
|
592K
$68.4M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-76- 1.2% |
$6.51K - $7.49K
|
6.26K
$724K
|
|
Nov 05, 2024
Q3 2024
|
American Assets Inc
|
BUY
|
- |
10KNew |
$856K - $986K
|
10K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.43K+ 23.41% |
$208K - $240K
|
12.8K
$1.48M
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.56K+ 287.64% |
$219K - $252K
|
3.45K
$399K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.31K- 24.96% |
$112K - $129K
|
3.92K
$454K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.27K- 4.78% |
$451K - $520K
|
105K
$12.2M
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-107K- 34.04% |
$9.14M - $10.5M
|
207K
$23.9M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
644+ 3.55% |
$55.1K - $63.5K
|
18.8K
$2.17M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-163- 0.04% |
$14K - $16.1K
|
395K
$45.7M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 90.89% |
$129K - $149K
|
3.16K
$366K
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 2.77% |
$16.4K - $18.9K
|
7.11K
$823K
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$428 - $493
|
3.16K
$365K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.54K+ 13.16% |
$645K - $743K
|
64.8K
$7.5M
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
114+ 0.72% |
$9.76K - $11.2K
|
15.9K
$1.84M
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-27- 0.3% |
$2.31K - $2.66K
|
8.85K
$1.02M
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-161- 8.75% |
$13.8K - $15.9K
|
1.68K
$194K
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.2K- 12.48% |
$1.04M - $1.2M
|
85.5K
$9.89M
|