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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
5.03KNew |
$401K - $461K
|
5.03K
$606K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
12.8K+ 218.86% |
$1.02M - $1.17M
|
18.6K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.55KNew |
$523K - $601K
|
6.55K
$790K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.65KNew |
$292K - $335K
|
3.65K
$441K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-220- 3.88% |
$17.6K - $20.2K
|
5.45K
$657K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.01K- 25.29% |
$80.5K - $92.5K
|
2.98K
$359K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-960- 20.76% |
$76.7K - $88.1K
|
3.67K
$442K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
86+ 1.99% |
$6.87K - $7.89K
|
4.42K
$532K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 6.73% |
$40.4K - $46.4K
|
7.02K
$846K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.36K- 11.18% |
$508K - $583K
|
50.5K
$6.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
500New |
$40K - $45.9K
|
500
$60.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$117K - $135K
|
1.47K
$177K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-586- 17.59% |
$46.8K - $53.8K
|
2.75K
$331K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.55KNew |
$124K - $143K
|
1.55K
$187K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 28.35% |
$495K - $568K
|
15.7K
$1.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.52KNew |
$202K - $232K
|
2.52K
$304K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-143- 0.71% |
$11.4K - $13.1K
|
20.1K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-245- 3.2% |
$19.6K - $22.5K
|
7.41K
$893K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-420- 2.55% |
$33.6K - $38.5K
|
16K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.83K- 4.17% |
$146K - $168K
|
42.1K
$5.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
4.58K+ 11.81% |
$366K - $420K
|
43.4K
$5.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-60- 12.55% |
$4.79K - $5.51K
|
418
$50.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 18.42% |
$290K - $333K
|
16.1K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.84K- 51.87% |
$227K - $260K
|
2.63K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-89- 3.07% |
$7.11K - $8.17K
|
2.81K
$339K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-203- 14.25% |
$16.2K - $18.6K
|
1.22K
$147K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.2K+ 10.77% |
$336K - $386K
|
43.2K
$5.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
4.37KNew |
$349K - $401K
|
4.37K
$527K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-265- 4.04% |
$21.2K - $24.3K
|
6.29K
$759K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-35.3K- 74.99% |
$2.82M - $3.24M
|
11.8K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
7.79KNew |
$622K - $715K
|
7.79K
$939K
|
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
38New |
$3.04K - $3.49K
|
38
$4.58K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
561New |
$44.8K - $51.5K
|
561
$67.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-205- 1.56% |
$16.4K - $18.8K
|
13K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-48- 1.45% |
$3.84K - $4.4K
|
3.26K
$393K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.81K- 51.44% |
$384K - $442K
|
4.54K
$548K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.09K- 14.64% |
$167K - $192K
|
12.2K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
18.9KNew |
$1.51M - $1.73M
|
18.9K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.04% |
$79.9 - $91.8
|
2.85K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
9+ 0.24% |
$719 - $826
|
3.78K
$456K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-625- 10.65% |
$49.9K - $57.4K
|
5.24K
$632K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
18.6KNew |
$1.49M - $1.71M
|
18.6K
$2.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
405+ 4.29% |
$32.4K - $37.2K
|
9.85K
$1.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
305+ 3.47% |
$24.4K - $28K
|
9.08K
$1.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
150+ 2.16% |
$12K - $13.8K
|
7.08K
$854K
|
|
| Q2 2023 | |||||||
|
Apr 28, 2025
Q2 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.44KClosed |
$214K - $251K
|
0
$0
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5New |
$439 - $515
|
5
$603
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.07KClosed |
$182K - $213K
|
0
$0
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-147- 0.37% |
$12.9K - $15.1K
|
40K
$4.82M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
522K+ 25.22% |
$45.8M - $53.8M
|
2.59M
$313M
|
|