Latest Institutional Sells of Walt Disney CO (DIS)
This list provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.22K- 2.91% |
$370K - $434K
|
141K
$16.5M
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-4.16K- 52.92% |
$365K - $428K
|
3.7K
$434K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.56K- 4.53% |
$312K - $366K
|
74.9K
$8.8M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.42K- 38.9% |
$300K - $352K
|
5.37K
$631K
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.78K- 31.51% |
$244K - $286K
|
6.03K
$709K
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.64K- 8.0% |
$232K - $272K
|
30.4K
$3.57M
|
|
Aug 09, 2023
Q2 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-2.47K- 0.15% |
$217K - $255K
|
1.64M
$193M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.32K- 17.58% |
$204K - $239K
|
10.9K
$1.28M
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.3K- 31.76% |
$202K - $237K
|
4.94K
$581K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.23K- 2.72% |
$196K - $230K
|
79.8K
$9.37M
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.07KClosed |
$182K - $213K
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.8K- 85.71% |
$158K - $185K
|
300
$35.2K
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.77K- 43.47% |
$155K - $182K
|
2.3K
$270K
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.71K- 1.51% |
$150K - $176K
|
111K
$13.1M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.61K- 57.48% |
$142K - $166K
|
1.19K
$140K
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.18K- 6.58% |
$103K - $121K
|
16.7K
$1.96M
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.13K- 11.92% |
$99.2K - $116K
|
8.35K
$981K
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 25.28% |
$98.6K - $116K
|
3.32K
$390K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.03K- 12.41% |
$90.8K - $106K
|
7.3K
$857K
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-958- 14.37% |
$84.1K - $98.6K
|
5.71K
$670K
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-901- 27.6% |
$79.1K - $92.8K
|
2.36K
$278K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-900- 8.53% |
$79K - $92.7K
|
9.65K
$1.13M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-884- 24.82% |
$77.6K - $91K
|
2.68K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-818- 4.59% |
$71.8K - $84.2K
|
17K
$2M
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-790- 68.7% |
$69.4K - $81.3K
|
360
$42.3K
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-718- 22.55% |
$63.1K - $73.9K
|
2.47K
$290K
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-692- 2.61% |
$60.8K - $71.3K
|
25.8K
$3.03M
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-680- 16.23% |
$59.7K - $70K
|
3.51K
$412K
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.36% |
$43.9K - $51.5K
|
2.56K
$300K
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-470- 16.5% |
$41.3K - $48.4K
|
2.38K
$279K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-450- 16.27% |
$39.5K - $46.3K
|
2.32K
$272K
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-427- 1.97% |
$37.5K - $44K
|
21.2K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-425- 4.58% |
$37.3K - $43.8K
|
8.85K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-400- 0.41% |
$35.1K - $41.2K
|
97.8K
$11.5M
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-385- 10.69% |
$33.8K - $39.6K
|
3.22K
$378K
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-291- 1.3% |
$25.6K - $30K
|
22.2K
$2.6M
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-287- 7.54% |
$25.2K - $29.6K
|
3.52K
$413K
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-266- 6.0% |
$23.4K - $27.4K
|
4.16K
$489K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-221- 2.43% |
$19.4K - $22.8K
|
8.87K
$1.04M
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-207- 4.92% |
$18.2K - $21.3K
|
4K
$470K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-162- 1.64% |
$14.2K - $16.7K
|
9.71K
$1.14M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-159- 17.85% |
$14K - $16.4K
|
732
$86K
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-149- 1.19% |
$13.1K - $15.3K
|
12.4K
$1.46M
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-147- 0.37% |
$12.9K - $15.1K
|
40K
$4.69M
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-144- 0.71% |
$12.6K - $14.8K
|
20.2K
$2.37M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-104- 4.26% |
$9.13K - $10.7K
|
2.34K
$274K
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-64- 0.4% |
$5.62K - $6.59K
|
15.9K
$1.87M
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-50- 1.26% |
$4.39K - $5.15K
|
3.91K
$459K
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-25- 0.3% |
$2.2K - $2.57K
|
8.43K
$990K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-23- 0.11% |
$2.02K - $2.37K
|
20.8K
$2.44M
|