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
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
540+ 2.2% |
$46.2K - $53.2K
|
25.1K
$2.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
CALL |
8K+ 200.0% |
$685K - $789K
|
12K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.85% |
$132K - $152K
|
30.3K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.03% |
$428 - $493
|
16.5K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.09% |
$51.4K - $59.2K
|
29.3K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
505+ 1.2% |
$43.2K - $49.8K
|
42.7K
$4.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.34K- 24.79% |
$114K - $132K
|
4.05K
$416K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.21K- 11.44% |
$275K - $317K
|
24.9K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.09% |
$85.6 - $98.6
|
1.06K
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4M+ 12574.38% |
$291M - $335M
|
3.43M
$352M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
477+ 8.45% |
$40.8K - $47K
|
6.12K
$629K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
534+ 1.11% |
$45.7K - $52.7K
|
48.7K
$5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 11.8% |
$37.1K - $42.7K
|
4.1K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.27% |
$50.3K - $58K
|
45.7K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 4.47% |
$3.94K - $4.54K
|
983
$101K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-190- 0.05% |
$16.3K - $18.7K
|
367K
$37.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
253+ 11.79% |
$21.7K - $24.9K
|
2.4K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-140- 0.95% |
$12K - $13.8K
|
14.5K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
133+ 3.15% |
$11.4K - $13.1K
|
4.36K
$448K
|
|
|
Oct 21, 2024
Q3 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-41K- 13.34% |
$3.51M - $4.05M
|
267K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-11K- 19.31% |
$940K - $1.08M
|
45.9K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
139+ 0.35% |
$11.9K - $13.7K
|
40.4K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.24K- 36.49% |
$277K - $319K
|
5.64K
$579K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.83K- 34.54% |
$156K - $180K
|
3.46K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-126- 4.5% |
$10.8K - $12.4K
|
2.67K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9+ 0.24% |
$770 - $887
|
3.77K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.13% |
$514 - $592
|
4.49K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.12K- 5.09% |
$267K - $308K
|
58.2K
$5.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
150+ 4.1% |
$12.8K - $14.8K
|
3.81K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
84+ 1.88% |
$7.19K - $8.28K
|
4.55K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1+ 0.02% |
$85.6 - $98.6
|
4.17K
$429K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6- 0.02% |
$514 - $592
|
33K
$3.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
12.5K+ 40.92% |
$1.07M - $1.23M
|
43K
$4.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
511+ 2.05% |
$43.7K - $50.4K
|
25.5K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
409+ 6.38% |
$35K - $40.3K
|
6.82K
$700K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.9K- 6.87% |
$1.19M - $1.37M
|
188K
$19.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.35K- 19.75% |
$458K - $528K
|
21.7K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.49% |
$1.28K - $1.48K
|
3.05K
$313K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-48.6K- 84.3% |
$4.16M - $4.79M
|
9.04K
$929K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
201New |
$17.2K - $19.8K
|
201
$20.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$257K - $296K
|
3K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.15K+ 19.26% |
$98.7K - $114K
|
7.14K
$734K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 19.58% |
$291K - $335K
|
20.7K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-449- 10.61% |
$38.4K - $44.3K
|
3.78K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-710- 8.17% |
$60.8K - $70K
|
7.98K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-923- 5.37% |
$79K - $91K
|
16.3K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.3K- 19.21% |
$197K - $227K
|
9.66K
$992K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-469- 16.61% |
$40.1K - $46.2K
|
2.35K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-13- 0.48% |
$1.11K - $1.28K
|
2.72K
$280K
|