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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1.09M- 99.36% |
$96M - $113M
|
7K
$764K
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.18K- 6.58% |
$103K - $121K
|
16.7K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-149- 1.19% |
$13.1K - $15.3K
|
12.4K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 25.0% |
$2.2K - $2.57K
|
75
$8.18K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.8K- 85.71% |
$158K - $185K
|
300
$32.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
73+ 1.2% |
$6.41K - $7.52K
|
6.15K
$671K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$176 - $206
|
7.35K
$802K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18.1K+ 34.6% |
$1.59M - $1.86M
|
70.3K
$7.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Parametrica Management LTD
|
BUY
|
- |
7.45KNew |
$654K - $767K
|
7.45K
$812K
|
|
|
Aug 01, 2023
Q2 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
33.5K+ 9.7% |
$2.94M - $3.45M
|
379K
$41.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.22K- 2.91% |
$370K - $434K
|
141K
$15.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-4.16K- 52.92% |
$365K - $428K
|
3.7K
$404K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.26K+ 12.02% |
$287K - $336K
|
30.4K
$3.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
16.1K+ 66.05% |
$1.41M - $1.65M
|
40.4K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
175KNew |
$15.4M - $18M
|
175K
$19.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.56K- 4.53% |
$312K - $366K
|
74.9K
$8.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.36% |
$43.9K - $51.5K
|
2.56K
$279K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.78K- 31.51% |
$244K - $286K
|
6.03K
$658K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.52K+ 183.43% |
$133K - $156K
|
2.34K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
400+ 0.2% |
$35.1K - $41.2K
|
201K
$21.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-26.3K- 76.11% |
$2.31M - $2.71M
|
8.25K
$900K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1New |
$87.8 - $103
|
1
$109
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-10.1K- 74.99% |
$888K - $1.04M
|
3.37K
$368K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.61K- 57.48% |
$142K - $166K
|
1.19K
$130K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.4KNew |
$4.25M - $4.99M
|
48.4K
$5.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.43K+ 51.3% |
$214K - $250K
|
7.17K
$783K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-291- 1.3% |
$25.6K - $30K
|
22.2K
$2.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
206+ 9.12% |
$18.1K - $21.2K
|
2.47K
$269K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.69% |
$878 - $1.03K
|
1.46K
$159K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-17.5K- 90.1% |
$1.54M - $1.8M
|
1.92K
$210K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-23- 0.88% |
$2.02K - $2.37K
|
2.58K
$281K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-7.01K- 67.64% |
$615K - $721K
|
3.35K
$366K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
299+ 4.3% |
$26.3K - $30.8K
|
7.25K
$791K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.71K- 1.51% |
$150K - $176K
|
111K
$12.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 25.28% |
$98.6K - $116K
|
3.32K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-35.1K- 69.43% |
$3.08M - $3.61M
|
15.4K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-450- 16.27% |
$39.5K - $46.3K
|
2.32K
$253K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
854+ 7.43% |
$75K - $87.9K
|
12.3K
$1.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
10.7KNew |
$936K - $1.1M
|
10.7K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.57K+ 218.58% |
$752K - $882K
|
12.5K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
408+ 6.21% |
$35.8K - $42K
|
6.98K
$762K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.53% |
$1.41K - $1.65K
|
3.01K
$328K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
866+ 6.59% |
$76.1K - $89.2K
|
14K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
408+ 6.21% |
$35.8K - $42K
|
6.98K
$762K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
815+ 7.1% |
$71.6K - $83.9K
|
12.3K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.32K- 17.58% |
$204K - $239K
|
10.9K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-15- 40.54% |
$1.32K - $1.54K
|
22
$2.4K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.4% |
$351 - $412
|
1K
$109K
|
|
|
Jul 19, 2023
Q2 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
27.4K+ 150.59% |
$2.41M - $2.82M
|
45.6K
$4.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-10.4K- 45.02% |
$909K - $1.07M
|
12.6K
$1.38M
|