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 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-48- 1.33% |
$4.11K - $4.73K
|
3.56K
$413K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.78K- 9.85% |
$153K - $176K
|
16.3K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.4K+ 24.5% |
$1.06M - $1.22M
|
62.9K
$7.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
91+ 4.15% |
$7.79K - $8.97K
|
2.28K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-660- 3.66% |
$56.5K - $65.1K
|
17.4K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$188K - $217K
|
2.2K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-331- 4.02% |
$28.3K - $32.6K
|
7.89K
$916K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.25K- 12.5% |
$364K - $419K
|
29.7K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$42.8K - $49.3K
|
500
$58K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-355- 7.76% |
$30.4K - $35K
|
4.22K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.01K+ 4.08% |
$86.5K - $99.7K
|
25.8K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
2+ 0.08% |
$171 - $197
|
2.53K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-73.9K- 8.54% |
$6.32M - $7.28M
|
791K
$91.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.85K- 36.27% |
$244K - $281K
|
5.01K
$582K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15KNew |
$1.29M - $1.48M
|
15K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2.15K- 27.85% |
$184K - $212K
|
5.58K
$647K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
220+ 2.31% |
$18.8K - $21.7K
|
9.75K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$1.11M - $1.28M
|
13K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
63+ 1.73% |
$5.39K - $6.21K
|
3.7K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.36K+ 6.1% |
$374K - $430K
|
75.9K
$8.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 5.44% |
$166K - $191K
|
37.5K
$4.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
239K+ 47.69% |
$20.4M - $23.6M
|
740K
$85.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-552- 13.46% |
$47.3K - $54.4K
|
3.55K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-125- 4.55% |
$10.7K - $12.3K
|
2.62K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.2K- 6.88% |
$103K - $118K
|
16.2K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
4.78K+ 124.77% |
$409K - $471K
|
8.61K
$999K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 5.66% |
$215K - $248K
|
41.9K
$4.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.36K- 11.33% |
$117K - $134K
|
10.7K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-62- 2.77% |
$5.31K - $6.11K
|
2.18K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.01% |
$85.6 - $98.6
|
14.2K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
167+ 1.25% |
$14.3K - $16.5K
|
13.6K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.2K+ 476.04% |
$876K - $1.01M
|
12.4K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
967+ 11.69% |
$82.8K - $95.4K
|
9.24K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$218K - $251K
|
2.55K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-311- 1.02% |
$26.6K - $30.7K
|
30.3K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 9.68% |
$625K - $720K
|
68.1K
$7.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-446- 2.7% |
$38.2K - $44K
|
16.1K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.9K- 17.61% |
$162K - $187K
|
8.88K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13+ 0.23% |
$1.11K - $1.28K
|
5.74K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-36- 0.76% |
$3.08K - $3.55K
|
4.71K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.01K- 27.79% |
$172K - $199K
|
5.23K
$607K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-8- 0.26% |
$685 - $789
|
3.02K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
422+ 7.03% |
$36.1K - $41.6K
|
6.43K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
2.02K+ 3.89% |
$173K - $199K
|
54K
$6.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.36% |
$171 - $197
|
554
$64.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-320- 1.53% |
$27.4K - $31.6K
|
20.6K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-593- 6.36% |
$50.8K - $58.5K
|
8.73K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.85K+ 27.76% |
$586K - $676K
|
31.5K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 17.61% |
$103K - $118K
|
8.02K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
373+ 4.26% |
$31.9K - $36.8K
|
9.12K
$1.06M
|