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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-444- 2.93% |
$39.6K - $54.3K
|
14.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-317- 4.57% |
$28.3K - $38.8K
|
6.61K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 4.05% |
$893 - $1.22K
|
237
$25.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-56.1K- 95.86% |
$5.01M - $6.87M
|
2.43K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-380- 12.52% |
$33.9K - $46.5K
|
2.66K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.73KNew |
$154K - $211K
|
1.73K
$188K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.71KNew |
$153K - $210K
|
1.71K
$187K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$179K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.65K- 52.18% |
$237K - $325K
|
2.43K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$184K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.67KNew |
$149K - $205K
|
1.67K
$183K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-25- 7.25% |
$2.23K - $3.06K
|
320
$34.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
Account Management LLC
|
SELL
|
- |
-3.32K- 12.86% |
$296K - $406K
|
22.5K
$2.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
100+ 3.66% |
$8.93K - $12.2K
|
2.83K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$184K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.58K- 37.12% |
$141K - $193K
|
2.67K
$291K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3New |
$268 - $367
|
3
$327
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.1K+ 26.66% |
$187K - $256K
|
9.95K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319- 4.45% |
$28.5K - $39K
|
6.85K
$747K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$168K - $231K
|
1.89K
$206K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
160+ 6.65% |
$14.3K - $19.6K
|
2.57K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.07KNew |
$185K - $254K
|
2.07K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
16.8K+ 8.07% |
$1.5M - $2.06M
|
225K
$24.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
986KNew |
$88M - $121M
|
986K
$108M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-452- 17.08% |
$40.4K - $55.3K
|
2.2K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.67K- 35.73% |
$239K - $327K
|
4.81K
$525K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 41.18% |
$103K - $141K
|
1.65K
$180K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$446 - $612
|
2.28K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-190- 0.44% |
$17K - $23.2K
|
43.3K
$4.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-600- 35.29% |
$53.6K - $73.4K
|
1.1K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$3.71K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-380- 15.24% |
$33.9K - $46.5K
|
2.11K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.21KNew |
$197K - $270K
|
2.21K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-1.45K- 29.29% |
$129K - $177K
|
3.5K
$382K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-606- 20.15% |
$54.1K - $74.2K
|
2.4K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$215K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$192K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 88.89% |
$714 - $979
|
17
$1.86K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 7.45% |
$9.11K - $12.5K
|
1.47K
$161K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-311- 19.44% |
$27.8K - $38.1K
|
1.29K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$183K - $251K
|
2.06K
$224K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$149K - $204K
|
1.67K
$182K
|