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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.3K- 31.76% |
$202K - $237K
|
4.94K
$539K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.51K+ 4.64% |
$396K - $464K
|
102K
$11.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-13.6K- 19.65% |
$1.19M - $1.4M
|
55.5K
$6.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-16.8K- 71.38% |
$1.48M - $1.73M
|
6.74K
$735K
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.47KNew |
$217K - $255K
|
2.47K
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-901- 27.6% |
$79.1K - $92.8K
|
2.36K
$258K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-958- 14.37% |
$84.1K - $98.6K
|
5.71K
$623K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
52+ 2.37% |
$4.57K - $5.35K
|
2.25K
$245K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-221- 2.43% |
$19.4K - $22.8K
|
8.87K
$968K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$287K - $337K
|
3.27K
$357K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-718- 22.55% |
$63.1K - $73.9K
|
2.47K
$269K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-790- 68.7% |
$69.4K - $81.3K
|
360
$39.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.31KNew |
$203K - $238K
|
2.31K
$252K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-680- 16.23% |
$59.7K - $70K
|
3.51K
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-287- 7.54% |
$25.2K - $29.6K
|
3.52K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
417+ 7.56% |
$36.6K - $42.9K
|
5.93K
$648K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-11- 0.43% |
$966 - $1.13K
|
2.57K
$280K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6.6K- 74.69% |
$579K - $679K
|
2.24K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
CALL |
2KNew |
$176K - $206K
|
2K
$218K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-884- 24.82% |
$77.6K - $91K
|
2.68K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-64- 0.4% |
$5.62K - $6.59K
|
15.9K
$1.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
358+ 0.41% |
$31.4K - $36.9K
|
86.8K
$9.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.78K- 16.28% |
$683K - $801K
|
40K
$4.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-692- 2.61% |
$60.8K - $71.3K
|
25.8K
$2.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.58KNew |
$402K - $472K
|
4.58K
$500K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-159- 17.85% |
$14K - $16.4K
|
732
$79.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
58+ 2.59% |
$5.09K - $5.97K
|
2.29K
$250K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13New |
$1.14K - $1.34K
|
13
$1.42K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.07KNew |
$94.8K - $121K
|
1.07K
$116K
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.34K- 4.63% |
$653K - $831K
|
151K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
108K+ 1283.38% |
$9.62M - $12.2M
|
117K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-22.2K- 71.15% |
$1.98M - $2.51M
|
9K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-33.4K- 58.0% |
$2.97M - $3.78M
|
24.2K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
180K+ 2480.69% |
$16M - $20.4M
|
187K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-300K- 37.5% |
$26.7M - $34M
|
500K
$54.6M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.01% |
$1.07K - $1.36K
|
111K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
7.79KNew |
$693K - $881K
|
7.79K
$850K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-5K- 72.46% |
$445K - $566K
|
1.9K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.12M+ 1491.84% |
$99.6M - $127M
|
1.19M
$130M
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.24KNew |
$199K - $253K
|
2.24K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Zeno Research, LLC
New York, NY |
BUY
|
- |
26.1K+ 69.03% |
$2.33M - $2.96M
|
64K
$6.99M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
3.5KNew |
$311K - $396K
|
3.5K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-580- 17.52% |
$51.6K - $65.7K
|
2.73K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
483+ 5.66% |
$43K - $54.7K
|
9.01K
$983K
|
|
|
May 15, 2023
Q1 2023
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
250KNew |
$22.2M - $28.3M
|
250K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-245- 73.8% |
$21.8K - $27.7K
|
87
$9.49K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-440- 8.04% |
$39.2K - $49.8K
|
5.03K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$202K - $257K
|
2.27K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6KNew |
$534K - $679K
|
6K
$655K
|
|