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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 41.67% |
$397 - $480
|
17
$1.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-14K- 84.34% |
$1.11M - $1.34M
|
2.6K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-254- 33.69% |
$20.1K - $24.4K
|
500
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-296- 7.23% |
$23.5K - $28.4K
|
3.8K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1.33K- 17.7% |
$105K - $128K
|
6.18K
$675K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-330- 75.51% |
$26.2K - $31.7K
|
107
$11.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
144+ 0.79% |
$11.4K - $13.8K
|
18.3K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$17.5K - $21.1K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.58M - $1.91M
|
19.9K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
308New |
$24.4K - $29.6K
|
308
$33.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 66.67% |
$15.9K - $19.2K
|
100
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-13.5K- 79.3% |
$1.07M - $1.3M
|
3.52K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
CALL |
11.8KNew |
$936K - $1.13M
|
11.8K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-84- 0.59% |
$6.66K - $8.07K
|
14.2K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
27.7KNew |
$2.2M - $2.66M
|
27.7K
$3.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
57.6KNew |
$4.57M - $5.53M
|
57.6K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.5K- 21.22% |
$119K - $144K
|
5.58K
$609K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
33KNew |
$2.62M - $3.17M
|
33K
$3.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-10.5K- 66.31% |
$829K - $1M
|
5.31K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-837- 7.27% |
$66.4K - $80.4K
|
10.7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$323K - $391K
|
4.07K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.46K+ 4.09% |
$195K - $236K
|
62.6K
$6.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4New |
$317 - $384
|
4
$436
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-6.24K- 45.77% |
$495K - $599K
|
7.39K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
54New |
$4.28K - $5.19K
|
54
$5.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-156- 7.34% |
$12.4K - $15K
|
1.97K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
BUY
|
- |
32.1K+ 174.44% |
$2.55M - $3.08M
|
50.5K
$5.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-21.2K- 59.22% |
$1.68M - $2.04M
|
14.6K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$493K - $597K
|
6.22K
$678K
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.22% |
$9.52K - $11.5K
|
55.9K
$6.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
730New |
$57.9K - $70.1K
|
730
$79.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
44.3K+ 41.91% |
$3.51M - $4.26M
|
150K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
18.8K+ 20.27% |
$1.49M - $1.81M
|
112K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.14K+ 175.17% |
$249K - $302K
|
4.93K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.15KNew |
$567K - $686K
|
7.15K
$780K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.68KNew |
$212K - $257K
|
2.68K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-11K- 2.97% |
$874K - $1.06M
|
361K
$39.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-35- 1.41% |
$2.78K - $3.36K
|
2.45K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-918- 3.91% |
$72.8K - $88.2K
|
22.5K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
22New |
$1.75K - $2.11K
|
22
$2.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
24.3K+ 126.13% |
$1.93M - $2.34M
|
43.7K
$4.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
700New |
$55.5K - $67.2K
|
700
$76.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$159K - $192K
|
2.03M
$222M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.57K- 4.44% |
$124K - $151K
|
33.7K
$3.68M
|