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 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-302- 9.64% |
$25.9K - $29.8K
|
2.83K
$311K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 2.51% |
$4.79K - $5.52K
|
2.17K
$238K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.81% |
$12.8K - $14.8K
|
2.43K
$267K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-157- 4.69% |
$13.4K - $15.5K
|
3.19K
$350K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-21- 0.21% |
$1.8K - $2.07K
|
9.86K
$1.08M
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-43- 0.82% |
$3.68K - $4.24K
|
5.2K
$570K
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
53+ 4.11% |
$4.54K - $5.23K
|
1.34K
$147K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-287- 4.07% |
$24.6K - $28.3K
|
6.76K
$742K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
289+ 5.04% |
$24.7K - $28.5K
|
6.02K
$661K
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.05K+ 11.37% |
$176K - $202K
|
20.1K
$2.21M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.5K- 47.12% |
$901K - $1.04M
|
11.8K
$1.3M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.87K+ 28.67% |
$332K - $382K
|
17.4K
$1.91M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
732+ 7.58% |
$62.7K - $72.2K
|
10.4K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-281- 11.28% |
$24.1K - $27.7K
|
2.21K
$243K
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
754+ 12.09% |
$64.5K - $74.4K
|
6.99K
$767K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
11.2K+ 1.84% |
$959K - $1.1M
|
621K
$68.1M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-107- 4.12% |
$9.16K - $10.6K
|
2.49K
$273K
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-2.74K- 35.31% |
$235K - $270K
|
5.02K
$551K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-130- 4.64% |
$11.1K - $12.8K
|
2.67K
$293K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-771- 2.42% |
$66K - $76K
|
31.2K
$3.42M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.17K- 12.33% |
$443K - $510K
|
36.7K
$4.03M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.21K+ 3.78% |
$189K - $218K
|
60.6K
$6.65M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.12K- 13.89% |
$96.1K - $111K
|
6.96K
$764K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
64+ 0.86% |
$5.48K - $6.31K
|
7.5K
$823K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 22.06% |
$120K - $139K
|
4.97K
$546K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
500New |
$42.8K - $49.3K
|
500
$54.9K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-164- 4.29% |
$14K - $16.2K
|
3.66K
$401K
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.23K- 6.69% |
$191K - $220K
|
31.2K
$3.42M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.94K- 56.46% |
$252K - $290K
|
2.27K
$249K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-359- 5.65% |
$30.7K - $35.4K
|
5.99K
$658K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
276+ 7.19% |
$23.6K - $27.2K
|
4.12K
$452K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
510+ 19.98% |
$43.7K - $50.3K
|
3.06K
$336K
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-50- 2.12% |
$4.28K - $4.93K
|
2.3K
$253K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-52- 0.51% |
$4.45K - $5.13K
|
10.1K
$1.11M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
81+ 0.22% |
$6.93K - $7.99K
|
36.1K
$3.97M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
536+ 23.22% |
$45.9K - $52.9K
|
2.84K
$312K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-892- 8.32% |
$76.4K - $88K
|
9.83K
$1.08M
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
22K+ 6.33% |
$1.88M - $2.17M
|
369K
$40.5M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-7- 0.27% |
$599 - $690
|
2.63K
$289K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.94K- 13.62% |
$252K - $290K
|
18.7K
$2.05M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.5K- 24.97% |
$300K - $345K
|
10.5K
$1.16M
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.36K+ 6.23% |
$116K - $134K
|
23.1K
$2.54M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-13- 0.53% |
$1.11K - $1.28K
|
2.42K
$265K
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1+ 0.02% |
$85.6 - $98.6
|
5.05K
$554K
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.42% |
$1.03K - $1.18K
|
2.9K
$318K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-637K- 72.34% |
$54.6M - $62.8M
|
244K
$26.7M
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9+ 0.1% |
$770 - $887
|
9.42K
$1.03M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-64- 0.9% |
$5.48K - $6.31K
|
7.01K
$770K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.27K- 8.36% |
$108K - $125K
|
13.9K
$1.52M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.79K- 12.9% |
$838K - $966K
|
66.1K
$7.26M
|