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 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.58K- 21.02% |
$135K - $156K
|
5.93K
$651K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-600- 13.95% |
$51.4K - $59.2K
|
3.7K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.78K- 1.07% |
$152K - $176K
|
165K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-25- 5.58% |
$2.14K - $2.47K
|
423
$46.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-75- 2.75% |
$6.42K - $7.4K
|
2.65K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-339- 6.22% |
$29K - $33.4K
|
5.11K
$561K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.69K- 2.3% |
$230K - $265K
|
114K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-38- 21.35% |
$3.25K - $3.75K
|
140
$15.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.33KNew |
$199K - $230K
|
2.33K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2K- 4.68% |
$171K - $197K
|
40.7K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 26.48% |
$149K - $172K
|
8.31K
$912K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.85K- 8.96% |
$501K - $577K
|
59.4K
$6.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-316- 1.7% |
$27K - $31.2K
|
18.3K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 4.79% |
$11.5K - $13.2K
|
2.67K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-60- 1.04% |
$5.14K - $5.92K
|
5.73K
$629K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4.52K- 6.12% |
$387K - $445K
|
69.3K
$7.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
75.2KNew |
$6.44M - $7.42M
|
75.2K
$8.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.58K- 1.23% |
$135K - $156K
|
127K
$13.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-4.38K- 12.95% |
$375K - $432K
|
29.4K
$3.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.08K- 6.51% |
$178K - $205K
|
29.9K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-364- 67.53% |
$31.2K - $35.9K
|
175
$19.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-127K- 11.37% |
$10.9M - $12.5M
|
992K
$109M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-149- 1.71% |
$12.8K - $14.7K
|
8.56K
$939K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
84+ 1.18% |
$7.19K - $8.28K
|
7.21K
$792K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.59K+ 21.99% |
$307K - $354K
|
19.9K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
540+ 2.2% |
$46.2K - $53.2K
|
25.1K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
CALL |
8K+ 200.0% |
$685K - $789K
|
12K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.85% |
$132K - $152K
|
30.3K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.03% |
$428 - $493
|
16.5K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 2.09% |
$51.4K - $59.2K
|
29.3K
$3.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
505+ 1.2% |
$43.2K - $49.8K
|
42.7K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.34K- 24.79% |
$114K - $132K
|
4.05K
$445K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.21K- 11.44% |
$275K - $317K
|
24.9K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.09% |
$85.6 - $98.6
|
1.06K
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
477+ 8.45% |
$40.8K - $47K
|
6.12K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
534+ 1.11% |
$45.7K - $52.7K
|
48.7K
$5.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 11.8% |
$37.1K - $42.7K
|
4.1K
$450K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-588- 1.27% |
$50.3K - $58K
|
45.7K
$5.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-46- 4.47% |
$3.94K - $4.54K
|
983
$108K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-190- 0.05% |
$16.3K - $18.7K
|
367K
$40.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
253+ 11.79% |
$21.7K - $24.9K
|
2.4K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-140- 0.95% |
$12K - $13.8K
|
14.5K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
133+ 3.15% |
$11.4K - $13.1K
|
4.36K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-41K- 13.34% |
$3.51M - $4.05M
|
267K
$29.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
139+ 0.35% |
$11.9K - $13.7K
|
40.4K
$4.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.24K- 36.49% |
$277K - $319K
|
5.64K
$619K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.83K- 34.54% |
$156K - $180K
|
3.46K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-126- 4.5% |
$10.8K - $12.4K
|
2.67K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9+ 0.24% |
$770 - $887
|
3.77K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6+ 0.13% |
$514 - $592
|
4.49K
$492K
|