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 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
281+ 5.49% |
$24.1K - $27.7K
|
5.4K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-31- 0.62% |
$2.65K - $3.06K
|
4.94K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-996- 4.52% |
$85.3K - $98.2K
|
21K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
144+ 105.88% |
$12.3K - $14.2K
|
280
$30.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-866- 2.43% |
$74.1K - $85.4K
|
34.7K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-314- 10.47% |
$26.9K - $31K
|
2.69K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-138- 3.7% |
$11.8K - $13.6K
|
3.59K
$392K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-113- 1.24% |
$9.67K - $11.1K
|
9.02K
$985K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-558- 16.6% |
$47.8K - $55K
|
2.8K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.3KNew |
$1.39M - $1.6M
|
16.3K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.92KNew |
$421K - $485K
|
4.92K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
7.96K+ 20.71% |
$682K - $785K
|
46.4K
$5.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-7.23K- 87.3% |
$619K - $713K
|
1.05K
$115K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-187- 5.19% |
$16K - $18.4K
|
3.42K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-162- 5.74% |
$13.9K - $16K
|
2.66K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-8.99K- 9.24% |
$770K - $887K
|
88.3K
$9.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-74- 1.12% |
$6.33K - $7.3K
|
6.56K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-22- 0.06% |
$1.88K - $2.17K
|
36.1K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-896- 2.69% |
$76.7K - $88.4K
|
32.5K
$3.54M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-200- 5.05% |
$17.1K - $19.7K
|
3.76K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.09K- 19.28% |
$607K - $699K
|
29.7K
$3.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
280+ 0.25% |
$24K - $27.6K
|
111K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
969+ 4.0% |
$82.9K - $95.6K
|
25.2K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-220- 2.86% |
$18.8K - $21.7K
|
7.46K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-515- 6.31% |
$44.1K - $50.8K
|
7.65K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-183- 5.29% |
$15.7K - $18K
|
3.28K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-734- 9.26% |
$62.8K - $72.4K
|
7.19K
$785K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.4% |
$770 - $887
|
2.24K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.64% |
$3.34K - $3.85K
|
2.42K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.84K- 2.43% |
$157K - $181K
|
73.9K
$8.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
664+ 18.71% |
$56.8K - $65.5K
|
4.21K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.32% |
$1.03K - $1.18K
|
3.79K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.79K+ 1.94% |
$153K - $177K
|
94.4K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-508- 1.39% |
$43.5K - $50.1K
|
36.2K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
179+ 0.9% |
$15.3K - $17.7K
|
20.1K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1K- 23.49% |
$85.6K - $98.6K
|
3.26K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 0.28% |
$5.91K - $6.8K
|
24.5K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-47- 0.26% |
$4.02K - $4.63K
|
17.7K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
754+ 12.21% |
$64.5K - $74.4K
|
6.93K
$756K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.09% |
$599 - $690
|
7.59K
$828K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
421+ 5.79% |
$36K - $41.5K
|
7.69K
$839K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
1.38K+ 1.54% |
$118K - $136K
|
90.9K
$9.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-127- 0.02% |
$10.9K - $12.5K
|
622K
$67.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-85- 1.57% |
$7.28K - $8.38K
|
5.34K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-210- 3.19% |
$18K - $20.7K
|
6.38K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-32.1K- 4.87% |
$2.75M - $3.17M
|
628K
$68.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
550+ 4.54% |
$47.1K - $54.2K
|
12.7K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
66.9K+ 27.34% |
$5.72M - $6.59M
|
311K
$34M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-185- 2.68% |
$15.8K - $18.2K
|
6.72K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
824+ 9.22% |
$70.5K - $81.3K
|
9.76K
$1.06M
|