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 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 11.85% |
$73.9K - $94.1K
|
5.95K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 18.98% |
$49.2K - $62.6K
|
2.27K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-57- 49.14% |
$5.27K - $6.7K
|
59
$7.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-160- 7.27% |
$14.8K - $18.8K
|
2.04K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
192New |
$17.7K - $22.6K
|
192
$23K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$92.4K - $118K
|
1K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.04KNew |
$189K - $240K
|
2.04K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.37K- 86.8% |
$312K - $397K
|
513
$61.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$168K - $214K
|
1.82K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-67.3K- 10.83% |
$6.22M - $7.92M
|
554K
$66.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-4.35K- 18.87% |
$402K - $512K
|
18.7K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
9.89KNew |
$914K - $1.16M
|
9.89K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.05KNew |
$190K - $241K
|
2.05K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.33KNew |
$307K - $391K
|
3.33K
$399K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-382- 16.02% |
$35.3K - $44.9K
|
2K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.8KNew |
$167K - $212K
|
1.8K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.31% |
$1.11K - $1.41K
|
3.82K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.34% |
$1.2K - $1.53K
|
3.77K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9- 1.17% |
$832 - $1.06K
|
759
$91.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.5KNew |
$323K - $412K
|
3.5K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.04K+ 2894.25% |
$465K - $592K
|
5.21K
$625K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 6.59% |
$2.68K - $3.41K
|
411
$49.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-10.5K- 42.36% |
$970K - $1.23M
|
14.3K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$174K - $221K
|
1.88K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1- 3.13% |
$92.4 - $118
|
31
$3.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-147- 3.78% |
$13.6K - $17.3K
|
3.74K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-221- 22.48% |
$20.4K - $26K
|
762
$91.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
443New |
$40.9K - $52.1K
|
443
$53.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
13.2KNew |
$1.22M - $1.55M
|
13.2K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-38- 2.21% |
$3.51K - $4.47K
|
1.69K
$202K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 29.75% |
$50.8K - $64.7K
|
2.4K
$288K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$60K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.05K+ 62.81% |
$96.7K - $123K
|
2.71K
$326K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.18K+ 46.12% |
$109K - $138K
|
3.73K
$447K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.39KNew |
$128K - $163K
|
1.39K
$167K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 2.28% |
$1.12M - $1.43M
|
545K
$65.4M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
25.3K+ 32.5% |
$2.17M - $2.5M
|
103K
$12.4M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-18.2K- 8.67% |
$1.56M - $1.8M
|
192K
$23.1M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.48K- 26.94% |
$126K - $145K
|
4K
$480K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-939- 8.91% |
$80.4K - $92.6K
|
9.6K
$1.15M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-96- 1.28% |
$8.22K - $9.47K
|
7.41K
$889K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
15+ 0.53% |
$1.28K - $1.48K
|
2.82K
$339K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
732New |
$62.7K - $72.2K
|
732
$87.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.19KNew |
$188K - $216K
|
2.19K
$263K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.98% |
$856 - $986
|
1.03K
$124K
|
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-148- 0.74% |
$12.7K - $14.6K
|
19.9K
$2.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 70.67% |
$4.54K - $5.23K
|
128
$15.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.46K- 99.6% |
$296K - $341K
|
14
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500+ 250.0% |
$42.8K - $49.3K
|
700
$84K
|
|