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 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-406- 10.7% |
$34.8K - $40K
|
3.39K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.98K- 7.44% |
$255K - $294K
|
37.1K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
320+ 2.61% |
$27.4K - $31.6K
|
12.6K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.28K- 8.54% |
$195K - $224K
|
24.4K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-78- 3.17% |
$6.68K - $7.69K
|
2.38K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
17.9K+ 690.73% |
$1.53M - $1.76M
|
20.5K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 0.22% |
$8.56K - $9.86K
|
45.1K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
133+ 3.22% |
$11.4K - $13.1K
|
4.26K
$465K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-302- 1.26% |
$25.9K - $29.8K
|
23.7K
$2.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-128- 1.42% |
$11K - $12.6K
|
8.88K
$969K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-12.3K- 17.65% |
$1.05M - $1.21M
|
57.5K
$6.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.72K+ 8.18% |
$147K - $170K
|
22.7K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-30.2K- 99.69% |
$2.59M - $2.98M
|
95
$10.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-158- 15.63% |
$13.5K - $15.6K
|
853
$93.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-696- 8.29% |
$59.6K - $68.6K
|
7.7K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 5.36% |
$42.8K - $49.3K
|
8.82K
$963K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
463+ 12.96% |
$39.6K - $45.7K
|
4.04K
$440K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-266- 4.82% |
$22.8K - $26.2K
|
5.26K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.13K- 41.77% |
$96.7K - $111K
|
1.58K
$172K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27.2K- 24.51% |
$2.33M - $2.68M
|
83.7K
$9.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-374- 7.84% |
$32K - $36.9K
|
4.4K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1K+ 6.56% |
$85.6K - $98.6K
|
16.3K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-240- 16.38% |
$20.5K - $23.7K
|
1.23K
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.51K+ 9.68% |
$129K - $149K
|
17.1K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.46K+ 7.6% |
$125K - $144K
|
20.7K
$2.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-172- 4.02% |
$14.7K - $17K
|
4.1K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-142- 5.66% |
$12.2K - $14K
|
2.37K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.84K+ 8.26% |
$329K - $379K
|
50.3K
$5.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.33K- 2.2% |
$114K - $131K
|
58.9K
$6.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
61+ 0.34% |
$5.22K - $6.02K
|
17.8K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.75K- 18.18% |
$236K - $272K
|
12.4K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-229- 6.63% |
$19.6K - $22.6K
|
3.23K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
315+ 1.78% |
$27K - $31.1K
|
18K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.54K- 36.82% |
$389K - $448K
|
7.8K
$851K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-660- 3.26% |
$56.5K - $65.1K
|
19.6K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-51.3K- 89.59% |
$4.39M - $5.06M
|
5.96K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
586+ 0.68% |
$50.2K - $57.8K
|
86.7K
$9.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.08K+ 19.21% |
$92.7K - $107K
|
6.72K
$733K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-276- 3.6% |
$23.6K - $27.2K
|
7.38K
$805K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-341- 4.19% |
$29.2K - $33.6K
|
7.8K
$852K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-144- 1.7% |
$12.3K - $14.2K
|
8.35K
$911K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
95+ 1.02% |
$8.13K - $9.37K
|
9.38K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.24K- 14.32% |
$192K - $221K
|
13.4K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
19+ 6.74% |
$1.63K - $1.87K
|
301
$32.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.21K- 4.18% |
$189K - $218K
|
50.6K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-186K- 5.96% |
$15.9M - $18.4M
|
2.94M
$321M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-29- 0.75% |
$2.48K - $2.86K
|
3.82K
$417K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 3.05% |
$48.7K - $56.1K
|
18.1K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-598- 14.66% |
$51.2K - $59K
|
3.48K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
134+ 1.73% |
$11.5K - $13.2K
|
7.88K
$860K
|