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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.2KNew |
$1.76M - $2.4M
|
19.2K
$2.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-82.2K- 54.32% |
$7.55M - $10.3M
|
69.1K
$7.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
700+ 18.93% |
$64.3K - $87.5K
|
4.4K
$487K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.66K+ 19.4% |
$152K - $207K
|
10.2K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
913+ 2.36% |
$83.8K - $114K
|
39.7K
$4.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-8.65K- 88.37% |
$794K - $1.08M
|
1.14K
$126K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
25+ 0.83% |
$2.3K - $3.12K
|
3.05K
$338K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-426- 17.54% |
$39.1K - $53.2K
|
2K
$222K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-773- 40.43% |
$71K - $96.6K
|
1.14K
$126K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-976- 6.1% |
$89.6K - $122K
|
15K
$1.67M
|
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
SELL
|
- |
-103- 4.31% |
$9.46K - $12.9K
|
2.29K
$254K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-124- 1.19% |
$11.4K - $15.5K
|
10.3K
$1.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.33K- 98.65% |
$673K - $916K
|
100
$11.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-394- 13.57% |
$36.2K - $49.2K
|
2.51K
$278K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.52KNew |
$323K - $440K
|
3.52K
$390K
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
181+ 2.51% |
$16.6K - $22.6K
|
7.38K
$818K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
623+ 7.45% |
$57.2K - $77.9K
|
8.99K
$996K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.37% |
$7.35K - $10K
|
2.3K
$255K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-337- 13.05% |
$31K - $42.1K
|
2.25K
$249K
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.13% |
$276 - $375
|
2.32K
$257K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-7.32K- 17.5% |
$672K - $914K
|
34.5K
$3.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.43KNew |
$866K - $1.18M
|
9.43K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-115- 27.06% |
$10.6K - $14.4K
|
310
$34.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-332- 13.53% |
$30.5K - $41.5K
|
2.12K
$235K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-8.4K- 5.78% |
$772K - $1.05M
|
137K
$15.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-31- 0.95% |
$2.85K - $3.87K
|
3.24K
$360K
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
4KNew |
$367K - $500K
|
4K
$443K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-36- 2.27% |
$3.31K - $4.5K
|
1.55K
$172K
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
4.96KNew |
$455K - $619K
|
4.96K
$549K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
8.74K+ 135.66% |
$803K - $1.09M
|
15.2K
$1.68M
|
|
| Q2 2022 | |||||||
|
Jan 30, 2025
Q2 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.87KClosed |
$361K - $537K
|
0
$0
|
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-10.8KClosed |
$1.01M - $1.5M
|
0
$0
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
3.49KNew |
$325K - $483K
|
3.49K
$387K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79KClosed |
$167K - $248K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
363+ 11.73% |
$33.9K - $50.3K
|
3.46K
$383K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
707+ 44.19% |
$66K - $98K
|
2.31K
$256K
|
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.9KClosed |
$177K - $263K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.87M - $2.77M
|
20K
$2.22M
|
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.72KNew |
$347K - $516K
|
3.72K
$413K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-3.85KClosed |
$360K - $534K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-6.5KClosed |
$606K - $901K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-31KClosed |
$2.89M - $4.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-35.6K- 88.78% |
$3.32M - $4.94M
|
4.5K
$499K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-30K- 50.0% |
$2.8M - $4.16M
|
30K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$9.33K - $13.9K
|
100
$11.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.64KClosed |
$153K - $227K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Viking Global Investors LP
|
BUY
|
- |
1.74MNew |
$162M - $241M
|
1.74M
$193M
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-5KClosed |
$467K - $693K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-75.5KClosed |
$7.04M - $10.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2- 0.69% |
$187 - $277
|
287
$31.8K
|
|