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 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$13.2K - $16.8K
|
143
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.88KNew |
$174K - $221K
|
1.88K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.87KNew |
$173K - $220K
|
1.87K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
38New |
$3.51K - $4.47K
|
38
$4.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-300- 12.82% |
$27.7K - $35.3K
|
2.04K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$952K - $1.21M
|
10.3K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-125- 3.4% |
$11.5K - $14.7K
|
3.56K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.74KNew |
$530K - $675K
|
5.74K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$523K
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-450- 10.42% |
$41.6K - $52.9K
|
3.87K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$87.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 2.62% |
$16K - $20.3K
|
6.77K
$812K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.5K- 82.06% |
$878K - $1.12M
|
2.08K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$4.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$66K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 2.46% |
$5.91K - $7.53K
|
2.54K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-26- 1.28% |
$2.4K - $3.06K
|
2K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$174K - $222K
|
1.89K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.81K+ 105.84% |
$260K - $330K
|
5.47K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-131- 5.56% |
$12.1K - $15.4K
|
2.22K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-2.5K- 8.33% |
$231K - $294K
|
27.5K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-25- 8.33% |
$2.31K - $2.94K
|
275
$33K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.82KNew |
$168K - $214K
|
1.82K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.8KNew |
$1.37M - $1.74M
|
14.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-200- 1.35% |
$18.5K - $23.5K
|
14.6K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.75% |
$832 - $1.06K
|
1.19K
$143K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.94K
|
7.24K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$462 - $588
|
2.63K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$24K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$287K - $365K
|
3.11K
$373K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.41K
|
2.15K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-260- 9.27% |
$24K - $30.6K
|
2.55K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-225- 9.51% |
$20.8K - $26.5K
|
2.14K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-296- 6.24% |
$27.3K - $34.8K
|
4.44K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 58.33% |
$647K - $823K
|
19K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-93- 4.21% |
$8.59K - $10.9K
|
2.12K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 1.25% |
$9.24K - $11.8K
|
7.88K
$945K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.93KNew |
$179K - $227K
|
1.93K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.33% |
$832 - $1.06K
|
2.71K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.17KNew |
$200K - $255K
|
2.17K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
18.6KNew |
$1.72M - $2.19M
|
18.6K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2New |
$185 - $235
|
2
$240
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-100- 4.32% |
$9.24K - $11.8K
|
2.22K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
266+ 11.66% |
$24.6K - $31.3K
|
2.55K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-768- 27.39% |
$71K - $90.3K
|
2.04K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-20.3K- 37.77% |
$1.87M - $2.38M
|
33.4K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-472- 20.58% |
$43.6K - $55.5K
|
1.82K
$218K
|