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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.5K- 31.66% |
$128K - $147K
|
3.23K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.05K- 8.5% |
$175K - $202K
|
22K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
630+ 9.87% |
$53.9K - $62.1K
|
7.01K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-17.1K- 13.53% |
$1.46M - $1.69M
|
109K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.01K+ 80.63% |
$257K - $296K
|
6.73K
$666K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.8K+ 21.21% |
$928K - $1.07M
|
62K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.11K- 7.01% |
$266K - $307K
|
41.3K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47K+ 6.79% |
$126K - $145K
|
23.1K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$428 - $493
|
5.82K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-465- 1.75% |
$39.8K - $45.9K
|
26.2K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-67- 0.82% |
$5.74K - $6.61K
|
8.13K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
115+ 1.25% |
$9.84K - $11.3K
|
9.32K
$922K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-89.2K- 6.02% |
$7.63M - $8.8M
|
1.39M
$138M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.08K- 4.8% |
$92.7K - $107K
|
21.5K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
374+ 2.23% |
$32K - $36.9K
|
17.1K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-5- 0.14% |
$428 - $493
|
3.45K
$341K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.5KNew |
$895K - $1.03M
|
10.5K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.27% |
$1.8K - $2.07K
|
7.75K
$767K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
109+ 4.05% |
$9.33K - $10.7K
|
2.8K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.42M - $2.78M
|
28.2K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
30.2KNew |
$2.59M - $2.98M
|
30.2K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
38+ 0.41% |
$3.25K - $3.75K
|
9.27K
$917K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.22K- 36.14% |
$789K - $909K
|
16.3K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
935+ 8.9% |
$80K - $92.2K
|
11.4K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
51+ 0.04% |
$4.37K - $5.03K
|
133K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
17.6K+ 7.79% |
$1.51M - $1.73M
|
243K
$24.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 1.64% |
$85.8K - $98.8K
|
62K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.32% |
$2.14K - $2.47K
|
7.81K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
4.14K+ 44.87% |
$354K - $408K
|
13.4K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.19K+ 9.33% |
$187K - $216K
|
25.7K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
5.77KNew |
$494K - $569K
|
5.77K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.84K- 0.57% |
$329K - $379K
|
674K
$66.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96+ 1.11% |
$8.22K - $9.47K
|
8.78K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-368- 5.35% |
$31.5K - $36.3K
|
6.51K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
4.44K+ 6.59% |
$380K - $438K
|
71.8K
$7.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.14K+ 31.65% |
$183K - $211K
|
8.89K
$879K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-873- 3.61% |
$74.7K - $86.1K
|
23.3K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 4.83% |
$86.6K - $99.8K
|
22K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-215- 6.99% |
$18.4K - $21.2K
|
2.86K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
19KNew |
$1.63M - $1.87M
|
19K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 2.31% |
$5.05K - $5.82K
|
2.5K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.06% |
$171 - $197
|
3.4K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
697+ 8.03% |
$59.7K - $68.7K
|
9.38K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.12K- 3.03% |
$181K - $209K
|
67.7K
$6.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-133- 4.72% |
$11.4K - $13.1K
|
2.68K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.22K- 10.68% |
$104K - $120K
|
10.2K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.8K- 11.92% |
$154K - $177K
|
13.3K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
814+ 2.18% |
$69.7K - $80.3K
|
38.2K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.64K+ 42.15% |
$226K - $260K
|
8.91K
$881K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-201- 3.14% |
$17.2K - $19.8K
|
6.2K
$613K
|