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 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.77KNew |
$158K - $217K
|
1.77K
$193K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
2KNew |
$179K - $245K
|
2K
$218K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
365+ 3.52% |
$32.6K - $44.7K
|
10.7K
$1.17M
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.85K- 46.54% |
$166K - $227K
|
2.13K
$232K
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$218K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-72- 2.52% |
$6.43K - $8.81K
|
2.78K
$303K
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$181K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$181K
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-10- 0.23% |
$893 - $1.22K
|
4.32K
$471K
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$186K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
29+ 0.37% |
$2.59K - $3.55K
|
7.91K
$863K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$190K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.31KNew |
$652K - $894K
|
7.31K
$797K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-33- 19.76% |
$2.95K - $4.04K
|
134
$14.6K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-53.4K- 70.0% |
$4.77M - $6.53M
|
22.9K
$2.5M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-160K- 72.48% |
$14.3M - $19.5M
|
60.6K
$6.61M
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-75- 0.37% |
$6.7K - $9.18K
|
20.1K
$2.19M
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
146+ 1.17% |
$13K - $17.9K
|
12.6K
$1.38M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.8K- 44.12% |
$161K - $221K
|
2.28K
$249K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.77KNew |
$158K - $217K
|
1.77K
$193K
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.69KNew |
$151K - $206K
|
1.69K
$184K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-159- 5.93% |
$14.2K - $19.5K
|
2.52K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.71KNew |
$152K - $209K
|
1.71K
$186K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$190K
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
9New |
$804 - $1.1K
|
9
$982
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.83KNew |
$163K - $223K
|
1.83K
$199K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.68KNew |
$150K - $205K
|
1.68K
$183K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
205+ 5.73% |
$18.3K - $25.1K
|
3.78K
$413K
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.03KNew |
$181K - $249K
|
2.03K
$222K
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
418New |
$37.3K - $51.1K
|
418
$45.6K
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$187K - $257K
|
2.1K
$229K
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.08K+ 8.36% |
$96.2K - $132K
|
14K
$1.52M
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.42% |
$61.2K - $83.8K
|
164K
$17.9M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$228K
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.3K- 25.31% |
$116K - $159K
|
3.84K
$419K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
599+ 8.69% |
$53.5K - $73.3K
|
7.49K
$818K
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$181K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.03K- 20.56% |
$181K - $249K
|
7.85K
$856K
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-86- 0.33% |
$7.68K - $10.5K
|
26K
$2.84M
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-20.3K- 97.06% |
$1.82M - $2.49M
|
615
$67.1K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-49- 2.65% |
$4.38K - $6K
|
1.8K
$196K
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.4K- 47.34% |
$839K - $1.15M
|
10.5K
$1.14M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-37.4K- 95.37% |
$3.34M - $4.57M
|
1.82K
$198K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-38- 4.18% |
$3.39K - $4.65K
|
872
$95.2K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$245K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-367- 10.9% |
$32.8K - $44.9K
|
3K
$327K
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.26% |
$3.57K - $4.89K
|
15.3K
$1.67M
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$268 - $367
|
2.64K
$288K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1K- 96.34% |
$89.3K - $122K
|
38
$4.15K
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.75KNew |
$157K - $215K
|
1.75K
$191K
|