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 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
613+ 17.18% |
$49K - $56.2K
|
4.18K
$456K
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-223- 7.15% |
$17.8K - $20.5K
|
2.9K
$316K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.88KNew |
$310K - $356K
|
3.88K
$423K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.61KNew |
$209K - $240K
|
2.61K
$285K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
23.1KNew |
$1.85M - $2.12M
|
23.1K
$2.52M
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-279- 6.43% |
$22.3K - $25.6K
|
4.06K
$443K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-168- 2.42% |
$13.4K - $15.4K
|
6.77K
$739K
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-3- 6.12% |
$240 - $275
|
46
$5.02K
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-9.45K- 31.44% |
$755K - $867K
|
20.6K
$2.25M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
5.03KNew |
$401K - $461K
|
5.03K
$548K
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.44KNew |
$115K - $132K
|
1.44K
$157K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
12.8K+ 218.86% |
$1.02M - $1.17M
|
18.6K
$2.03M
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.55KNew |
$523K - $601K
|
6.55K
$715K
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.65KNew |
$292K - $335K
|
3.65K
$399K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-220- 3.88% |
$17.6K - $20.2K
|
5.45K
$594K
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.01K- 25.29% |
$80.5K - $92.5K
|
2.98K
$325K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-960- 20.76% |
$76.7K - $88.1K
|
3.67K
$400K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 33.33% |
$400 - $459
|
10
$1.09K
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
86+ 1.99% |
$6.87K - $7.89K
|
4.42K
$482K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 6.73% |
$40.4K - $46.4K
|
7.02K
$765K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.36K- 11.18% |
$508K - $583K
|
50.5K
$5.51M
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
500New |
$40K - $45.9K
|
500
$54.6K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$117K - $135K
|
1.47K
$160K
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
115+ 3.23% |
$9.19K - $10.6K
|
3.68K
$402K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-586- 17.59% |
$46.8K - $53.8K
|
2.75K
$300K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.55KNew |
$124K - $143K
|
1.55K
$169K
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 28.35% |
$495K - $568K
|
15.7K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.52KNew |
$202K - $232K
|
2.52K
$275K
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-143- 0.71% |
$11.4K - $13.1K
|
20.1K
$2.19M
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-245- 3.2% |
$19.6K - $22.5K
|
7.41K
$808K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-420- 2.55% |
$33.6K - $38.5K
|
16K
$1.75M
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.83K- 4.17% |
$146K - $168K
|
42.1K
$4.6M
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.16K- 14.26% |
$252K - $290K
|
19K
$2.07M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
4.58K+ 11.81% |
$366K - $420K
|
43.4K
$4.73M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-60- 12.55% |
$4.79K - $5.51K
|
418
$45.6K
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.14K- 13.11% |
$91.3K - $105K
|
7.58K
$827K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 18.42% |
$290K - $333K
|
16.1K
$1.75M
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.84K- 51.87% |
$227K - $260K
|
2.63K
$287K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-89- 3.07% |
$7.11K - $8.17K
|
2.81K
$307K
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-667- 9.53% |
$53.3K - $61.2K
|
6.33K
$691K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-203- 14.25% |
$16.2K - $18.6K
|
1.22K
$133K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.2K+ 10.77% |
$336K - $386K
|
43.2K
$4.72M
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
4.37KNew |
$349K - $401K
|
4.37K
$476K
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-265- 4.04% |
$21.2K - $24.3K
|
6.29K
$686K
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-35.3K- 74.99% |
$2.82M - $3.24M
|
11.8K
$1.28M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
7.79KNew |
$622K - $715K
|
7.79K
$850K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
200+ 9.75% |
$16K - $18.4K
|
2.25K
$246K
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
38New |
$3.04K - $3.49K
|
38
$4.15K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
561New |
$44.8K - $51.5K
|
561
$61.2K
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-205- 1.56% |
$16.4K - $18.8K
|
13K
$1.41M
|