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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.15K+ 56.91% |
$313K - $387K
|
8.69K
$948K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.87K- 17.11% |
$284K - $352K
|
13.9K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.24% |
$993 - $1.23K
|
4.17K
$455K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-735- 15.69% |
$73K - $90.3K
|
3.95K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
24+ 0.77% |
$2.38K - $2.95K
|
3.15K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53K+ 48.51% |
$152K - $188K
|
4.68K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-276- 31.54% |
$27.4K - $33.9K
|
599
$65.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-597- 7.84% |
$59.3K - $73.3K
|
7.02K
$766K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-581K- 59.11% |
$57.7M - $71.4M
|
402K
$43.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-383- 14.47% |
$38K - $47K
|
2.26K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-72- 0.66% |
$7.15K - $8.84K
|
10.9K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-153K- 52.12% |
$15.1M - $18.7M
|
140K
$15.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
10+ 0.25% |
$993 - $1.23K
|
3.95K
$431K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-9.53K- 2.97% |
$946K - $1.17M
|
311K
$34M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.04KNew |
$898K - $1.11M
|
9.04K
$987K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-204- 81.93% |
$20.3K - $25.1K
|
45
$4.91K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-704- 3.66% |
$69.9K - $86.5K
|
18.5K
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.44KNew |
$639K - $791K
|
6.44K
$702K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
10New |
$993 - $1.23K
|
10
$1.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.7K+ 5.4% |
$268K - $332K
|
52.8K
$5.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$1.02M - $1.26M
|
10.2K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
BUY
|
- |
18.4K+ 567.17% |
$1.83M - $2.26M
|
21.7K
$2.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50+ 5.09% |
$4.96K - $6.14K
|
1.03K
$113K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.9K- 94.16% |
$3.96M - $4.9M
|
2.47K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3- 0.14% |
$298 - $368
|
2.13K
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$1.39K - $1.72K
|
14
$1.53K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 148.66% |
$33.1K - $40.9K
|
557
$60.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
654+ 1.27% |
$64.9K - $80.3K
|
52.3K
$5.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8.13K+ 2208.97% |
$807K - $998K
|
8.5K
$927K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
36.1K+ 522.21% |
$3.59M - $4.44M
|
43K
$4.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-985- 4.66% |
$97.8K - $121K
|
20.1K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.5K+ 7.57% |
$347K - $430K
|
49.7K
$5.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-91- 4.25% |
$9.04K - $11.2K
|
2.05K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
112+ 5.7% |
$11.1K - $13.8K
|
2.08K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-147- 6.47% |
$14.6K - $18.1K
|
2.13K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10.3KNew |
$1.02M - $1.27M
|
10.3K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-298K- 13.85% |
$29.6M - $36.6M
|
1.85M
$202M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-42- 1.86% |
$4.17K - $5.16K
|
2.22K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-904- 14.25% |
$89.8K - $111K
|
5.44K
$594K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$14K - $17.3K
|
141
$15.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
12.1KNew |
$1.2M - $1.49M
|
12.1K
$1.32M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-115- 5.23% |
$11.4K - $14.1K
|
2.08K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
23.6K+ 3510.57% |
$2.34M - $2.9M
|
24.3K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
79KNew |
$7.84M - $9.7M
|
79K
$8.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-481- 7.84% |
$47.8K - $59.1K
|
5.66K
$617K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.94K- 58.91% |
$590K - $729K
|
4.14K
$452K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-79- 0.81% |
$7.84K - $9.7K
|
9.62K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
134+ 24.81% |
$13.3K - $16.5K
|
674
$73.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-660- 9.75% |
$65.5K - $81.1K
|
6.11K
$667K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.22% |
$596 - $737
|
2.78K
$303K
|