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 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-55- 0.77% |
$4.71K - $5.42K
|
7.12K
$777K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200New |
$17.1K - $19.7K
|
200
$21.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
4.14K+ 4.44% |
$355K - $409K
|
97.4K
$10.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-364- 2.79% |
$31.2K - $35.9K
|
12.7K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.94K- 7.44% |
$166K - $191K
|
24.1K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
144+ 1.0% |
$12.3K - $14.2K
|
14.6K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.86K- 94.18% |
$416K - $479K
|
300
$32.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
343+ 3.04% |
$29.4K - $33.8K
|
11.6K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-418- 5.87% |
$35.8K - $41.2K
|
6.7K
$731K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-438- 9.85% |
$37.5K - $43.2K
|
4.01K
$437K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-11.8K- 57.94% |
$1.01M - $1.17M
|
8.59K
$937K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-669- 12.3% |
$57.3K - $66K
|
4.77K
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
184+ 2.07% |
$15.8K - $18.1K
|
9.08K
$991K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 3.68% |
$19.7K - $22.7K
|
6.02K
$657K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 1.19% |
$2.31K - $2.66K
|
2.29K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 1.77% |
$10.7K - $12.3K
|
6.95K
$758K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-754- 16.69% |
$64.5K - $74.4K
|
3.76K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-318- 7.03% |
$27.2K - $31.4K
|
4.21K
$459K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.19K+ 3.82% |
$102K - $117K
|
32.3K
$3.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-109K- 87.78% |
$9.33M - $10.7M
|
15.2K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.31K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
119+ 0.71% |
$10.2K - $11.7K
|
16.8K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
66+ 1.22% |
$5.65K - $6.51K
|
5.5K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8- 0.43% |
$685 - $789
|
1.85K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12+ 0.05% |
$1.03K - $1.18K
|
25.3K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$85.6 - $98.6
|
12.8K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 1.61% |
$1.28K - $1.48K
|
918
$100K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 1.0% |
$1.71K - $1.97K
|
2.02K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-124- 5.22% |
$10.6K - $12.2K
|
2.25K
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-388- 3.48% |
$33.2K - $38.3K
|
10.8K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-325- 10.39% |
$27.8K - $32K
|
2.8K
$306K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-937- 19.18% |
$80.2K - $92.4K
|
3.95K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11+ 0.4% |
$942 - $1.08K
|
2.74K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-108- 38.3% |
$9.24K - $10.6K
|
174
$19K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54+ 5.39% |
$4.62K - $5.32K
|
1.06K
$115K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-615- 5.0% |
$52.6K - $60.6K
|
11.7K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
693+ 4.44% |
$59.3K - $68.3K
|
16.3K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-922- 8.73% |
$78.9K - $90.9K
|
9.64K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-20.5K- 7.69% |
$1.75M - $2.02M
|
246K
$26.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-316- 4.61% |
$27K - $31.2K
|
6.54K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 10.26% |
$1.02M - $1.17M
|
128K
$13.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.43K+ 2.91% |
$122K - $141K
|
50.5K
$5.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-19- 0.7% |
$1.63K - $1.87K
|
2.7K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
6.92K+ 18.21% |
$592K - $682K
|
44.9K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.12K- 2.04% |
$95.5K - $110K
|
53.6K
$5.85M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
25+ 1.15% |
$2.14K - $2.47K
|
2.2K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
535+ 1.31% |
$45.8K - $52.8K
|
41.3K
$4.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-164K- 51.63% |
$14M - $16.2M
|
154K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
230+ 2.92% |
$19.7K - $22.7K
|
8.11K
$885K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 1.36% |
$175K - $201K
|
152K
$16.6M
|