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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
112New |
$9.59K - $11K
|
112
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.16KNew |
$185K - $213K
|
2.16K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-521- 61.58% |
$44.6K - $51.4K
|
325
$36.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-216- 8.82% |
$18.5K - $21.3K
|
2.23K
$252K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 3.73% |
$7.88K - $9.07K
|
2.37K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
70New |
$5.99K - $6.9K
|
70
$7.91K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 57.0% |
$4.88K - $5.62K
|
157
$17.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$68.5K - $78.9K
|
800
$90.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-271- 6.95% |
$23.2K - $26.7K
|
3.63K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.31KNew |
$112K - $129K
|
1.31K
$148K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-680- 16.44% |
$58.2K - $67.1K
|
3.46K
$391K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
44.5K+ 92.01% |
$3.81M - $4.39M
|
92.9K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Inc
|
BUY
|
- |
10KNew |
$856K - $986K
|
10K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-161- 8.75% |
$13.8K - $15.9K
|
1.68K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.15K+ 11.1% |
$526K - $606K
|
61.5K
$6.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-863- 1.68% |
$73.9K - $85.1K
|
50.5K
$5.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.38K+ 8.52% |
$546K - $629K
|
81.2K
$9.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
500+ 2.23% |
$42.8K - $49.3K
|
22.9K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-359- 4.41% |
$30.7K - $35.4K
|
7.78K
$879K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
3New |
$257 - $296
|
3
$339
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
11+ 0.3% |
$942 - $1.08K
|
3.67K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-220- 1.3% |
$18.8K - $21.7K
|
16.7K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13- 0.5% |
$1.11K - $1.28K
|
2.6K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$2.48K - $2.86K
|
29
$3.28K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$42.8K - $49.3K
|
500
$56.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15KNew |
$1.29M - $1.48M
|
15K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$1.11M - $1.28M
|
13K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-125- 4.55% |
$10.7K - $12.3K
|
2.62K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
200New |
$17.1K - $19.7K
|
200
$22.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 11.11% |
$25.7K - $29.6K
|
2.4K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.04K+ 11.5% |
$260K - $299K
|
29.4K
$3.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$203K - $234K
|
2.38K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.83K+ 5.47% |
$242K - $279K
|
54.6K
$6.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 36.45% |
$3.34K - $3.85K
|
68
$7.69K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.97K+ 23.94% |
$168K - $194K
|
10.2K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
144+ 4.05% |
$12.3K - $14.2K
|
3.7K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
33.7K+ 834.94% |
$2.89M - $3.33M
|
37.8K
$4.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-236- 1.9% |
$20.2K - $23.3K
|
12.2K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-125- 0.76% |
$10.7K - $12.3K
|
16.3K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
747New |
$63.9K - $73.7K
|
747
$84.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-1.2K- 11.11% |
$103K - $118K
|
9.6K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-85- 81.73% |
$7.28K - $8.38K
|
19
$2.15K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 2.2% |
$1.11K - $1.28K
|
604
$68.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$6.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.41KNew |
$206K - $238K
|
2.41K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.1K+ 19.64% |
$94.2K - $108K
|
6.7K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.28K- 18.59% |
$109K - $126K
|
5.58K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
342+ 15.21% |
$29.3K - $33.7K
|
2.59K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.35KNew |
$543K - $626K
|
6.35K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 21.01% |
$8.56K - $9.86K
|
376
$42.5K
|