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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-321- 15.16% |
$29.7K - $37.7K
|
1.8K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-400- 17.39% |
$37K - $47K
|
1.9K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.66K- 37.35% |
$153K - $195K
|
2.78K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
SELL
|
- |
-1.43K- 30.07% |
$132K - $168K
|
3.33K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.05K- 51.55% |
$189K - $241K
|
1.93K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.04K- 8.37% |
$95.7K - $122K
|
11.3K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.92KNew |
$640K - $814K
|
6.92K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.85K - $2.35K
|
4.24K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 50.0% |
$462 - $588
|
5
$611
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.07KNew |
$192K - $244K
|
2.07K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-531- 1.25% |
$49.1K - $62.4K
|
41.9K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.95KNew |
$180K - $229K
|
1.95K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 1.08% |
$2.12K - $2.7K
|
2.11K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
402New |
$37.1K - $47.3K
|
402
$49.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-505- 65.16% |
$46.7K - $59.4K
|
270
$33K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.81KNew |
$167K - $212K
|
1.81K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.45KNew |
$226K - $288K
|
2.45K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15K+ 0.87% |
$1.39M - $1.76M
|
1.75M
$214M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.22K+ 13.08% |
$113K - $143K
|
10.6K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.2KNew |
$203K - $258K
|
2.2K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.6KNew |
$517K - $659K
|
5.6K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
225New |
$20.8K - $26.5K
|
225
$27.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-856- 30.59% |
$79.1K - $101K
|
1.94K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.96KNew |
$181K - $230K
|
1.96K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.66KNew |
$338K - $430K
|
3.66K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$92.4 - $118
|
5.71K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 9.15% |
$13.8K - $17.5K
|
1.78K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.18KNew |
$202K - $257K
|
2.18K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.49K- 34.33% |
$137K - $175K
|
2.84K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.39K+ 66.68% |
$128K - $163K
|
3.47K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.92KNew |
$178K - $226K
|
1.92K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-7.2K- 41.86% |
$665K - $847K
|
10K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$349K - $444K
|
3.78K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.57KNew |
$422K - $538K
|
4.57K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-5- 0.03% |
$462 - $588
|
18.7K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-200- 7.2% |
$18.5K - $23.5K
|
2.58K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-16.9K- 21.02% |
$1.56M - $1.98M
|
63.3K
$7.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-135- 6.86% |
$12.5K - $15.9K
|
1.83K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
57+ 0.22% |
$5.27K - $6.7K
|
25.8K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.42K- 11.03% |
$131K - $167K
|
11.5K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.83KNew |
$169K - $215K
|
1.83K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.36% |
$1.02K - $1.29K
|
3.03K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.89KNew |
$175K - $222K
|
1.89K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$185K - $236K
|
2K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-453- 5.41% |
$41.9K - $53.3K
|
7.93K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.8K- 40.2% |
$259K - $330K
|
4.17K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 1.71% |
$139K - $176K
|
89.1K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-772- 16.56% |
$71.3K - $90.8K
|
3.89K
$475K
|