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 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.88KNew |
$168K - $230K
|
1.88K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-6.82K- 14.09% |
$609K - $835K
|
41.6K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-145- 26.61% |
$12.9K - $17.7K
|
400
$43.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.01K+ 16.01% |
$179K - $246K
|
14.6K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.44K- 49.53% |
$396K - $543K
|
4.52K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$44.6K - $61.2K
|
500
$54.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
CALL |
200New |
$17.9K - $24.5K
|
200
$21.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.78KNew |
$159K - $218K
|
1.78K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.81KNew |
$162K - $221K
|
1.81K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$180K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 6.45% |
$13.1K - $18K
|
2.13K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-630- 24.98% |
$56.3K - $77.1K
|
1.89K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.96KNew |
$175K - $240K
|
1.96K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.08K- 68.09% |
$364K - $499K
|
1.91K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 4.29% |
$8.93K - $12.2K
|
2.23K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
230KNew |
$20.6M - $28.2M
|
230K
$25.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 75.36% |
$4.64K - $6.36K
|
17
$1.86K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.52KNew |
$850K - $1.16M
|
9.52K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$186K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
44.9KNew |
$4.01M - $5.49M
|
44.9K
$4.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$182K - $249K
|
2.03K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-4- 0.01% |
$357 - $489
|
62.6K
$6.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
91+ 1.02% |
$8.13K - $11.1K
|
8.99K
$981K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
120+ 1.32% |
$10.7K - $14.7K
|
9.18K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
51.4K+ 41.29% |
$4.59M - $6.29M
|
176K
$19.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.15% |
$357 - $489
|
2.71K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-10- 0.33% |
$893 - $1.22K
|
2.99K
$326K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44KNew |
$218K - $299K
|
2.44K
$267K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-173- 3.29% |
$15.4K - $21.2K
|
5.08K
$554K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 25.95% |
$66.1K - $90.5K
|
3.59K
$392K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$148K - $202K
|
1.65K
$180K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 0.87% |
$15.6K - $21.4K
|
20.1K
$2.19M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.8KNew |
$160K - $220K
|
1.8K
$196K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-10- 28.57% |
$893 - $1.22K
|
25
$2.73K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-126- 5.2% |
$9.99K - $12.1K
|
2.3K
$251K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.83KClosed |
$621K - $752K
|
0
$0
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
78+ 3.09% |
$6.19K - $7.49K
|
2.61K
$284K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$295K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.38KClosed |
$188K - $228K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
446New |
$35.4K - $42.8K
|
446
$48.7K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
CALL |
-4K- 88.89% |
$317K - $384K
|
500
$54.6K
|
|