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 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.91% |
$85.6 - $98.6
|
111
$12.1K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
4.03K+ 2252.51% |
$345K - $398K
|
4.21K
$460K
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.29% |
$770 - $887
|
3.16K
$345K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.57K - $2.96K
|
3.65K
$399K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
227+ 7.34% |
$19.4K - $22.4K
|
3.32K
$362K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$85.6 - $98.6
|
6.23K
$680K
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
92+ 2.98% |
$7.88K - $9.07K
|
3.18K
$347K
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
157+ 0.16% |
$13.4K - $15.5K
|
99.8K
$10.9M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
205+ 9.97% |
$17.5K - $20.2K
|
2.26K
$247K
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-173- 4.26% |
$14.8K - $17.1K
|
3.89K
$424K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
256+ 98.08% |
$21.9K - $25.2K
|
517
$56.4K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-71- 3.12% |
$6.08K - $7K
|
2.2K
$240K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-33- 1.03% |
$2.82K - $3.25K
|
3.16K
$345K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
152+ 6.66% |
$13K - $15K
|
2.43K
$266K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-29- 0.86% |
$2.48K - $2.86K
|
3.35K
$366K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
11.4K+ 3353.82% |
$976K - $1.12M
|
11.7K
$1.28M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
496+ 17.2% |
$42.5K - $48.9K
|
3.38K
$369K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 1.74% |
$6.76K - $7.79K
|
4.62K
$504K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.04K- 31.27% |
$175K - $201K
|
4.49K
$490K
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
2.67K+ 14.36% |
$229K - $264K
|
21.3K
$2.32M
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-291- 10.96% |
$24.9K - $28.7K
|
2.36K
$258K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
38+ 0.13% |
$3.25K - $3.75K
|
29.3K
$3.19M
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-396- 1.57% |
$33.9K - $39K
|
24.8K
$2.7M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.25K- 9.65% |
$107K - $123K
|
11.7K
$1.27M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$63.5K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.31K- 13.76% |
$797K - $918K
|
58.4K
$6.37M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-58- 0.87% |
$4.96K - $5.72K
|
6.64K
$725K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-463- 1.6% |
$39.6K - $45.7K
|
28.5K
$3.12M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
912+ 28.53% |
$78.1K - $89.9K
|
4.11K
$448K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
241+ 4.42% |
$20.6K - $23.8K
|
5.69K
$621K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.62K+ 10.54% |
$310K - $357K
|
38K
$4.14M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-217- 3.46% |
$18.6K - $21.4K
|
6.05K
$660K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-7.14K- 35.66% |
$611K - $704K
|
12.9K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.63% |
$89.5K - $103K
|
65.1K
$7.1M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-282- 2.49% |
$24.1K - $27.8K
|
11.1K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-59- 0.33% |
$5.05K - $5.82K
|
17.8K
$1.95M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-868- 25.76% |
$74.3K - $85.6K
|
2.5K
$273K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-499- 9.5% |
$42.7K - $49.2K
|
4.76K
$519K
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
140+ 0.61% |
$12K - $13.8K
|
23K
$2.51M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-561- 3.81% |
$48K - $55.3K
|
14.2K
$1.54M
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.41K+ 3.45% |
$121K - $139K
|
42.3K
$4.62M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-185- 0.39% |
$15.8K - $18.2K
|
46.8K
$5.11M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-48- 2.1% |
$4.11K - $4.73K
|
2.24K
$244K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-27.2K- 12.7% |
$2.33M - $2.68M
|
187K
$20.4M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17- 0.73% |
$1.46K - $1.68K
|
2.31K
$252K
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.26% |
$43.7K - $50.3K
|
41K
$4.48M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-498- 11.54% |
$42.6K - $49.1K
|
3.82K
$417K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-215- 8.77% |
$18.4K - $21.2K
|
2.24K
$244K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.35K- 37.46% |
$458K - $527K
|
8.92K
$974K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.82K- 5.94% |
$241K - $278K
|
44.6K
$4.87M
|