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 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.72KNew |
$229K - $290K
|
2.72K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-577- 1.59% |
$48.6K - $61.5K
|
35.6K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
500New |
$42.1K - $53.3K
|
500
$54.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.17KNew |
$98.6K - $125K
|
1.17K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.89K- 1.57% |
$159K - $202K
|
118K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
70.5K+ 361.54% |
$5.93M - $7.51M
|
90K
$9.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Prospect Hill Management, LLC
|
SELL
|
- |
-600- 16.11% |
$50.5K - $63.9K
|
3.13K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.6K- 15.0% |
$1.06M - $1.34M
|
71.5K
$7.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
6.24K+ 99.95% |
$525K - $665K
|
12.5K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
122KNew |
$10.3M - $13M
|
122K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
225New |
$18.9K - $24K
|
225
$24.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
220+ 191.3% |
$18.5K - $23.4K
|
335
$36.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.77K+ 45.49% |
$486K - $615K
|
18.5K
$2.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 11.21% |
$8.42K - $10.7K
|
792
$86.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
749New |
$63K - $79.8K
|
749
$81.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-2.5K- 83.33% |
$210K - $266K
|
500
$54.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
413+ 10.37% |
$34.8K - $44K
|
4.39K
$479K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-226K- 97.51% |
$19M - $24.1M
|
5.79K
$631K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.38K- 2.57% |
$116K - $147K
|
52.1K
$5.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-786- 4.56% |
$66.1K - $83.7K
|
16.4K
$1.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-40- 8.89% |
$3.37K - $4.26K
|
410
$44.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.75K+ 26.78% |
$568K - $719K
|
31.9K
$3.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.31KNew |
$446K - $565K
|
5.31K
$579K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-961- 37.94% |
$80.9K - $102K
|
1.57K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
CALL |
1KNew |
$84.2K - $107K
|
1K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
99+ 1.3% |
$8.33K - $10.5K
|
7.74K
$844K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 11.57% |
$201K - $255K
|
18.3K
$1.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
220+ 1.1% |
$18.5K - $23.4K
|
20.3K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
224New |
$18.9K - $23.9K
|
224
$24.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.53K- 18.89% |
$633K - $802K
|
32.3K
$3.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
12.4KNew |
$1.04M - $1.32M
|
12.4K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
32.9K+ 102.49% |
$2.77M - $3.51M
|
65K
$7.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$172K - $217K
|
2.04K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 1.4% |
$16.8K - $21.3K
|
14.1K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.2K- 17.66% |
$1.11M - $1.4M
|
61.3K
$6.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.19K- 8.78% |
$521K - $659K
|
64.2K
$7.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-928- 0.35% |
$78.1K - $98.9K
|
266K
$29M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-110- 1.96% |
$9.26K - $11.7K
|
5.51K
$601K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.44K- 76.61% |
$205K - $260K
|
745
$81.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.52K- 8.1% |
$212K - $268K
|
28.5K
$3.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-2.14K- 33.05% |
$180K - $228K
|
4.34K
$474K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.15KNew |
$96.8K - $123K
|
1.15K
$125K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
35New |
$2.95K - $3.73K
|
35
$3.82K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.89KNew |
$243K - $308K
|
2.89K
$316K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$10.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.67K+ 0.44% |
$141K - $178K
|
378K
$41.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-579- 16.87% |
$48.7K - $61.7K
|
2.85K
$311K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$10.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
101New |
$8.5K - $10.8K
|
101
$11K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
647New |
$54.5K - $68.9K
|
647
$70.6K
|