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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 4.55% |
$185 - $235
|
46
$5.22K
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-346- 0.04% |
$32K - $40.7K
|
794K
$90M
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-28- 1.84% |
$2.59K - $3.29K
|
1.49K
$169K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386+ 1.28% |
$35.7K - $45.4K
|
30.5K
$3.46M
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-108K- 14.76% |
$9.94M - $12.7M
|
622K
$70.5M
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.97KNew |
$275K - $350K
|
2.97K
$337K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-800- 33.33% |
$73.9K - $94.1K
|
1.6K
$181K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.58K- 43.7% |
$701K - $892K
|
9.77K
$1.11M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
39.4KNew |
$3.64M - $4.64M
|
39.4K
$4.47M
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
820+ 3.77% |
$75.8K - $96.4K
|
22.6K
$2.56M
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-85- 1.13% |
$7.85K - $10K
|
7.43K
$843K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
430+ 1.27% |
$39.7K - $50.6K
|
34.4K
$3.9M
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
325+ 5.42% |
$30K - $38.2K
|
6.32K
$717K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
3.75KNew |
$346K - $441K
|
3.75K
$425K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-347- 15.39% |
$32.1K - $40.8K
|
1.91K
$216K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-215- 2.02% |
$19.9K - $25.3K
|
10.4K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 1.31% |
$124K - $157K
|
101K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-173- 2.76% |
$16K - $20.3K
|
6.1K
$692K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.64K- 35.76% |
$705K - $898K
|
13.7K
$1.56M
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2.2KNew |
$203K - $259K
|
2.2K
$250K
|
|
Jan 30, 2025
Q4 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-181K- 18.23% |
$16.7M - $21.3M
|
811K
$92M
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.05K- 3.66% |
$189K - $241K
|
53.8K
$6.11M
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.12K- 0.18% |
$103K - $132K
|
628K
$71.3M
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-53.6K- 3.38% |
$4.95M - $6.3M
|
1.53M
$174M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
31.8K+ 2.14% |
$2.94M - $3.74M
|
1.52M
$173M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.03% |
$249K - $318K
|
86.5K
$9.81M
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
788+ 5.65% |
$72.8K - $92.7K
|
14.7K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.84K- 2.85% |
$170K - $217K
|
62.9K
$7.13M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 7.53% |
$23.8K - $30.3K
|
3.17K
$359K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$204K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-741- 7.26% |
$68.5K - $87.1K
|
9.46K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.08KNew |
$284K - $362K
|
3.08K
$349K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-968- 0.78% |
$89.4K - $114K
|
123K
$13.9M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-62.1K- 1.85% |
$5.74M - $7.31M
|
3.29M
$373M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-239- 6.42% |
$22.1K - $28.1K
|
3.49K
$395K
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
2.34K+ 27.95% |
$216K - $275K
|
10.7K
$1.21M
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$462 - $588
|
26.2K
$2.97M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
850+ 31.08% |
$78.5K - $100K
|
3.59K
$407K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$277 - $353
|
4.6K
$522K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
342+ 3.73% |
$31.6K - $40.2K
|
9.52K
$1.08M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
6.54KNew |
$604K - $769K
|
6.54K
$742K
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5- 0.14% |
$462 - $588
|
3.57K
$405K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.65K- 16.72% |
$337K - $429K
|
18.2K
$2.06M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.44K+ 22.19% |
$133K - $170K
|
7.95K
$902K
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
BUY
|
- |
436K+ 13386.05% |
$40.3M - $51.2M
|
439K
$49.8M
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-408- 7.67% |
$37.7K - $48K
|
4.91K
$557K
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-316- 3.84% |
$29.2K - $37.2K
|
7.91K
$897K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-115- 3.07% |
$10.6K - $13.5K
|
3.63K
$412K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-860- 9.72% |
$79.5K - $101K
|
7.99K
$906K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.73K- 14.32% |
$252K - $321K
|
16.3K
$1.85M
|