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 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
450+ 23.32% |
$44.7K - $55.3K
|
2.38K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 21.09% |
$102K - $126K
|
3.83K
$418K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.61K- 3.77% |
$159K - $197K
|
41K
$4.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 34.01% |
$121K - $149K
|
2.36K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.62K- 5.47% |
$161K - $199K
|
28K
$3.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-20.5K- 27.33% |
$2.04M - $2.52M
|
54.5K
$5.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151- 10.35% |
$15K - $18.5K
|
1.31K
$143K
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
SELL
|
- |
-2.77K- 57.39% |
$275K - $340K
|
2.05K
$224K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
268+ 6.45% |
$26.6K - $32.9K
|
4.43K
$483K
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 5.85% |
$102K - $126K
|
18.6K
$2.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.03KNew |
$201K - $249K
|
2.03K
$221K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
113KNew |
$11.2M - $13.9M
|
113K
$12.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.98K+ 5.47% |
$296K - $366K
|
57.5K
$6.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-45- 2.04% |
$4.47K - $5.53K
|
2.16K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.69K- 34.84% |
$267K - $331K
|
5.03K
$549K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.02K+ 46.75% |
$796K - $985K
|
25.2K
$2.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.5KNew |
$844K - $1.04M
|
8.5K
$928K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-207- 2.11% |
$20.6K - $25.4K
|
9.6K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.82K+ 32.04% |
$181K - $224K
|
7.51K
$820K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
42+ 1.82% |
$4.17K - $5.16K
|
2.35K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-212- 9.25% |
$21K - $26K
|
2.08K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.49KNew |
$346K - $428K
|
3.49K
$381K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36+ 1.57% |
$3.57K - $4.42K
|
2.33K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-12- 1.6% |
$1.19K - $1.47K
|
736
$80.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-34- 1.51% |
$3.38K - $4.18K
|
2.22K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 0.28% |
$2.48K - $3.07K
|
9K
$982K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-750- 2.85% |
$74.5K - $92.1K
|
25.6K
$2.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-139- 92.67% |
$13.8K - $17.1K
|
11
$1.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.98K+ 5.48% |
$396K - $489K
|
76.6K
$8.36M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.25K- 26.43% |
$124K - $154K
|
3.48K
$380K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-321K- 55.37% |
$31.8M - $39.4M
|
258K
$28.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.69K- 61.89% |
$962K - $1.19M
|
5.96K
$651K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-143- 0.63% |
$14.2K - $17.6K
|
22.6K
$2.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$205K - $254K
|
2.06K
$225K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 23.86% |
$64K - $79.2K
|
2.06K
$225K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-226- 6.06% |
$22.4K - $27.8K
|
3.51K
$382K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.13KNew |
$112K - $139K
|
1.13K
$123K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-24- 1.08% |
$2.38K - $2.95K
|
2.2K
$241K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-827- 31.13% |
$82.1K - $102K
|
1.83K
$200K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-51- 98.08% |
$5.06K - $6.26K
|
1
$109
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$108K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2- 13.33% |
$199 - $246
|
13
$1.42K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$211K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.18K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$233K - $288K
|
106K
$11.6M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-427- 10.52% |
$42.4K - $52.4K
|
3.63K
$396K
|
|
| Q1 2024 | |||||||
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$343K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$197K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
361+ 2.78% |
$32.2K - $44.2K
|
13.4K
$1.46M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$667K - $914K
|
7.47K
$815K
|
|