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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.52KNew |
$847K - $1.08M
|
9.52K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.33K+ 19.98% |
$118K - $150K
|
7.96K
$868K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.76K+ 0.33% |
$246K - $313K
|
835K
$91.1M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.73KNew |
$154K - $196K
|
1.73K
$189K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$229K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
34+ 340.0% |
$3.03K - $3.85K
|
44
$4.8K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
305+ 9.76% |
$27.1K - $34.5K
|
3.43K
$374K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
144+ 0.12% |
$12.8K - $16.3K
|
120K
$13.1M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
51+ 67.11% |
$4.54K - $5.77K
|
127
$13.9K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-400- 12.03% |
$35.6K - $45.3K
|
2.92K
$319K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
2.61KNew |
$232K - $295K
|
2.61K
$285K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08KNew |
$95.8K - $122K
|
1.08K
$117K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.08% |
$178 - $226
|
2.63K
$286K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 19.09% |
$59.4K - $75.6K
|
2.83K
$309K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$185K - $236K
|
2.08K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
155New |
$13.8K - $17.5K
|
155
$16.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-106- 1.41% |
$9.43K - $12K
|
7.4K
$807K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-367- 13.36% |
$32.7K - $41.5K
|
2.38K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.57KNew |
$228K - $290K
|
2.57K
$280K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
CALL |
-100- 25.0% |
$8.9K - $11.3K
|
300
$32.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
BUY
|
- |
30KNew |
$2.67M - $3.4M
|
30K
$3.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.22KNew |
$197K - $251K
|
2.22K
$242K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 1.99% |
$7.39K - $9.4K
|
4.26K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
434+ 13.73% |
$38.6K - $49.1K
|
3.6K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 4.61% |
$10.9K - $13.9K
|
2.79K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.22% |
$2.05K - $2.6K
|
10.5K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-323- 12.13% |
$28.7K - $36.6K
|
2.34K
$255K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.44KNew |
$217K - $277K
|
2.44K
$267K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.15KNew |
$191K - $243K
|
2.15K
$234K
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.9KNew |
$966K - $1.23M
|
10.9K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
522New |
$46.5K - $59.1K
|
522
$57K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-60K- 96.21% |
$5.34M - $6.79M
|
2.36K
$258K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.07KNew |
$185K - $235K
|
2.07K
$226K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.61K- 8.52% |
$232K - $295K
|
28K
$3.06M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.56K- 12.81% |
$139K - $177K
|
10.6K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
700New |
$62.3K - $79.2K
|
700
$76.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.03KNew |
$181K - $230K
|
2.03K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.04KNew |
$182K - $231K
|
2.04K
$223K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
2.01KNew |
$179K - $227K
|
2.01K
$219K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-1K- 90.91% |
$89K - $113K
|
100
$10.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 10.5% |
$2.22K - $2.83K
|
263
$28.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
435+ 11.58% |
$38.7K - $49.2K
|
4.19K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-163- 6.89% |
$14.5K - $18.5K
|
2.2K
$240K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-50- 1.19% |
$4.45K - $5.66K
|
4.15K
$453K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.83K- 36.57% |
$163K - $207K
|
3.17K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
78+ 1.5% |
$6.94K - $8.83K
|
5.26K
$574K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.95K- 35.37% |
$174K - $221K
|
3.57K
$390K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.97K+ 20.45% |
$264K - $336K
|
17.5K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-55- 1.57% |
$4.89K - $6.23K
|
3.46K
$377K
|