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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.71K+ 2.5% |
$712K - $906K
|
316K
$38.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.06K+ 81.85% |
$97.5K - $124K
|
2.34K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$121K - $154K
|
66.4K
$8.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
147New |
$13.6K - $17.3K
|
147
$17.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.96KNew |
$181K - $231K
|
1.96K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.3K- 36.21% |
$1.97M - $2.51M
|
37.6K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
839+ 2.85% |
$77.5K - $98.7K
|
30.3K
$3.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
368+ 13.8% |
$34K - $43.3K
|
3.03K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
9.09K+ 58.7% |
$840K - $1.07M
|
24.6K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.84KNew |
$262K - $334K
|
2.84K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-347- 15.39% |
$32.1K - $40.8K
|
1.91K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.34K+ 27.95% |
$216K - $275K
|
10.7K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$277 - $353
|
4.6K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-115- 3.07% |
$10.6K - $13.5K
|
3.63K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
115New |
$10.6K - $13.5K
|
115
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.08K- 30.47% |
$99.9K - $127K
|
2.47K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
197New |
$18.2K - $23.2K
|
197
$23.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2KNew |
$184K - $235K
|
2K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-50- 6.17% |
$4.62K - $5.88K
|
761
$92.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 2.3% |
$2.12K - $2.7K
|
1.02K
$124K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.0% |
$1.29K - $1.65K
|
1.41K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-438- 17.9% |
$40.5K - $51.5K
|
2.01K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
22.8KNew |
$2.11M - $2.68M
|
22.8K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-101K- 98.96% |
$9.34M - $11.9M
|
1.06K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 700.0% |
$647 - $823
|
8
$968
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-159- 0.04% |
$14.7K - $18.7K
|
395K
$47.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.8K+ 60.0% |
$166K - $212K
|
4.8K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.82K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-250- 9.33% |
$23.1K - $29.4K
|
2.43K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.12KNew |
$196K - $250K
|
2.12K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-166- 5.31% |
$15.3K - $19.5K
|
2.96K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-29- 0.13% |
$2.68K - $3.41K
|
22.1K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170- 4.45% |
$15.7K - $20K
|
3.65K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 8.47% |
$462 - $588
|
64
$7.75K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.71KNew |
$158K - $201K
|
1.71K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90New |
$8.32K - $10.6K
|
90
$10.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-979- 19.6% |
$90.4K - $115K
|
4.02K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$867K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.4K- 30.85% |
$130K - $165K
|
3.14K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.89KNew |
$175K - $222K
|
1.89K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-294- 3.69% |
$27.2K - $34.6K
|
7.67K
$928K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2KNew |
$184K - $235K
|
2K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
129K+ 6062.97% |
$11.9M - $15.1M
|
131K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.96KNew |
$181K - $230K
|
1.96K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$692K
|