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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.23KNew |
$208K - $309K
|
2.23K
$247K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$166K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-2.64KClosed |
$246K - $366K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.37K+ 73.2% |
$315K - $468K
|
7.98K
$885K
|
|
|
Aug 08, 2022
Q2 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-22.4KClosed |
$2.09M - $3.1M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.76KClosed |
$444K - $660K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27.7KClosed |
$2.58M - $3.84M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-123- 4.92% |
$11.5K - $17K
|
2.38K
$263K
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.53KClosed |
$143K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-1.67KClosed |
$156K - $232K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.16KNew |
$108K - $161K
|
1.16K
$128K
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-357- 12.23% |
$33.3K - $49.5K
|
2.56K
$284K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$170K - $253K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-55.1KClosed |
$5.14M - $7.63M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-93- 1.37% |
$8.68K - $12.9K
|
6.7K
$743K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.69KClosed |
$344K - $511K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-7.35KClosed |
$686K - $1.02M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Park Circle CO
|
BUY
|
- |
400+ 200.0% |
$37.3K - $55.4K
|
600
$66.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$167K - $248K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-11.5KClosed |
$1.07M - $1.59M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-23.8KClosed |
$2.22M - $3.29M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 0.45% |
$933 - $1.39K
|
2.23K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-39KClosed |
$3.64M - $5.41M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$172K - $256K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-24.8KClosed |
$2.31M - $3.43M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-6.6KClosed |
$615K - $914K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-262KClosed |
$24.4M - $36.3M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-693Closed |
$64.6K - $96K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-447- 7.83% |
$41.7K - $61.9K
|
5.26K
$583K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.65KClosed |
$154K - $229K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 6.76% |
$23.3K - $34.6K
|
3.45K
$382K
|
|
|
Aug 02, 2022
Q2 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-2.48KClosed |
$231K - $343K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-692- 3.3% |
$64.6K - $95.9K
|
20.2K
$2.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Palmer Knight CO
|
SELL
|
- |
-335- 1.03% |
$31.3K - $46.4K
|
32.3K
$3.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
147+ 5.74% |
$13.7K - $20.4K
|
2.71K
$300K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-56.4KClosed |
$5.26M - $7.82M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Security Asset Management
|
SELL
|
- |
-2.63KClosed |
$246K - $365K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.07KClosed |
$193K - $287K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.17KClosed |
$202K - $301K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-39.2KClosed |
$3.66M - $5.44M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.21KClosed |
$206K - $306K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.94KClosed |
$181K - $268K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
79+ 6.01% |
$7.37K - $10.9K
|
1.39K
$155K
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$165K - $245K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.67KClosed |
$156K - $231K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.46KClosed |
$136K - $202K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.84KClosed |
$264K - $393K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-66- 2.85% |
$6.16K - $9.15K
|
2.25K
$249K
|