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 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
55KNew |
$4.36M - $5.28M
|
55K
$6M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.6K- 31.61% |
$206K - $250K
|
5.63K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-8.65K- 55.2% |
$686K - $831K
|
7.02K
$766K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-25- 0.36% |
$1.98K - $2.4K
|
6.84K
$746K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-34.7K- 87.95% |
$2.76M - $3.34M
|
4.76K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.05K- 21.39% |
$163K - $197K
|
7.54K
$822K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16.7KNew |
$1.32M - $1.6M
|
16.7K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
32.1KNew |
$2.54M - $3.08M
|
32.1K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-2- 9.09% |
$159 - $192
|
20
$2.18K
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
25.5K+ 8.42% |
$2.02M - $2.45M
|
328K
$35.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.5KNew |
$436K - $528K
|
5.5K
$600K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-106- 3.23% |
$8.41K - $10.2K
|
3.18K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
124New |
$9.84K - $11.9K
|
124
$13.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-11.5K- 43.42% |
$915K - $1.11M
|
15K
$1.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-4.66K- 54.33% |
$370K - $448K
|
3.92K
$428K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-185- 6.52% |
$14.7K - $17.8K
|
2.65K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.63K+ 71.43% |
$208K - $252K
|
6.3K
$687K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17+ 0.01% |
$1.35K - $1.63K
|
216K
$23.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$7.93K - $9.61K
|
100
$10.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.15K- 17.39% |
$488K - $590K
|
29.2K
$3.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.37K+ 6.29% |
$505K - $612K
|
108K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-301- 5.04% |
$23.9K - $28.9K
|
5.67K
$619K
|
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$262K
|
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-125K- 83.33% |
$9.92M - $12M
|
25K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.37% |
$1.67K - $2.02K
|
5.64K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 16.67% |
$793 - $961
|
70
$7.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2K- 11.39% |
$159K - $192K
|
15.6K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.69K+ 15.97% |
$214K - $259K
|
19.6K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-64- 2.27% |
$5.08K - $6.15K
|
2.76K
$301K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-287- 10.66% |
$22.8K - $27.6K
|
2.41K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-325- 4.44% |
$25.8K - $31.2K
|
7K
$764K
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-11.6K- 80.01% |
$922K - $1.12M
|
2.9K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 5.97% |
$112K - $136K
|
25.2K
$2.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-500- 62.5% |
$39.7K - $48K
|
300
$32.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.26K- 20.59% |
$100K - $121K
|
4.87K
$531K
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-20.1K- 82.85% |
$1.59M - $1.93M
|
4.15K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-579- 18.66% |
$45.9K - $55.6K
|
2.52K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$85.9K - $104K
|
1.08K
$118K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-923- 14.54% |
$73.2K - $88.7K
|
5.42K
$592K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.2K+ 38.46% |
$95.2K - $115K
|
4.32K
$471K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.49% |
$476 - $576
|
1.22K
$133K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.92K+ 19.33% |
$232K - $280K
|
18K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$714 - $865
|
3
$327
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$529K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.46K- 11.16% |
$116K - $140K
|
11.6K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-39- 8.25% |
$3.09K - $3.75K
|
434
$47.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.78K+ 40.04% |
$221K - $267K
|
9.73K
$1.06M
|