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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.96KNew |
$175K - $239K
|
1.96K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.35K+ 44.31% |
$121K - $166K
|
4.41K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.86KNew |
$166K - $228K
|
1.86K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.14% |
$536 - $734
|
4.33K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
261K+ 1084.25% |
$23.3M - $31.9M
|
285K
$31.1M
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
547+ 7.13% |
$48.8K - $66.9K
|
8.22K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-13- 0.38% |
$1.16K - $1.59K
|
3.39K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
21.6K+ 17.13% |
$1.92M - $2.64M
|
147K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.16K- 5.96% |
$104K - $142K
|
18.4K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
123+ 1230.0% |
$11K - $15.1K
|
133
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.1KNew |
$188K - $257K
|
2.1K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-240- 90.57% |
$21.4K - $29.4K
|
25
$2.73K
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
32.2KNew |
$2.87M - $3.93M
|
32.2K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.21KNew |
$286K - $393K
|
3.21K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$277K - $380K
|
3.11K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-140K- 64.61% |
$12.5M - $17.1M
|
76.6K
$8.36M
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
20KNew |
$1.79M - $2.45M
|
20K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
200KNew |
$17.8M - $24.5M
|
200K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-497- 0.67% |
$44.4K - $60.8K
|
74K
$8.07M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$186K
|
|
|
May 14, 2024
Q1 2024
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
576+ 7.17% |
$51.4K - $70.5K
|
8.61K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.03KNew |
$91.6K - $126K
|
1.03K
$112K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 2.09% |
$479K - $657K
|
263K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
89.3K+ 89.4% |
$7.97M - $10.9M
|
189K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-700- 29.61% |
$62.5K - $85.7K
|
1.66K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-7.5K- 15.15% |
$670K - $918K
|
42K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.21K- 5.61% |
$286K - $392K
|
53.9K
$5.88M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-35K- 23.58% |
$3.13M - $4.28M
|
113K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$182K - $249K
|
2.04K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
68K+ 14.62% |
$6.07M - $8.31M
|
533K
$58.1M
|
|
|
May 13, 2024
Q1 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$2.68M - $3.67M
|
30K
$3.27M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-25- 0.26% |
$2.23K - $3.06K
|
9.43K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.45KNew |
$486K - $667K
|
5.45K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-30- 1.63% |
$2.68K - $3.67K
|
1.82K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-64- 0.53% |
$5.71K - $7.83K
|
12.1K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
CALL |
-100- 50.0% |
$8.93K - $12.2K
|
100
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-500- 9.21% |
$44.6K - $61.2K
|
4.93K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.14KNew |
$191K - $261K
|
2.14K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 20.26% |
$13.8K - $19K
|
610
$66.6K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-414- 14.27% |
$37K - $50.7K
|
2.49K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.22KNew |
$198K - $271K
|
2.22K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$210K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.04% |
$15.4K - $21.2K
|
465K
$50.7M
|