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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
42+ 1.82% |
$4.17K - $5.16K
|
2.35K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-212- 9.25% |
$21K - $26K
|
2.08K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.49KNew |
$346K - $428K
|
3.49K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36+ 1.57% |
$3.57K - $4.42K
|
2.33K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-12- 1.6% |
$1.19K - $1.47K
|
736
$80.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-34- 1.51% |
$3.38K - $4.18K
|
2.22K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 0.28% |
$2.48K - $3.07K
|
9K
$988K
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-750- 2.85% |
$74.5K - $92.1K
|
25.6K
$2.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-139- 92.67% |
$13.8K - $17.1K
|
11
$1.21K
|
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.98K+ 5.48% |
$396K - $489K
|
76.6K
$8.41M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.25K- 26.43% |
$124K - $154K
|
3.48K
$382K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-321K- 55.37% |
$31.8M - $39.4M
|
258K
$28.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-9.69K- 61.89% |
$962K - $1.19M
|
5.96K
$654K
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-143- 0.63% |
$14.2K - $17.6K
|
22.6K
$2.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$205K - $254K
|
2.06K
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-645- 23.86% |
$64K - $79.2K
|
2.06K
$226K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-226- 6.06% |
$22.4K - $27.8K
|
3.51K
$385K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.13KNew |
$112K - $139K
|
1.13K
$124K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-24- 1.08% |
$2.38K - $2.95K
|
2.2K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-827- 31.13% |
$82.1K - $102K
|
1.83K
$201K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-51- 98.08% |
$5.06K - $6.26K
|
1
$110
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2- 13.33% |
$199 - $246
|
13
$1.43K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$212K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$233K - $288K
|
106K
$11.6M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-427- 10.52% |
$42.4K - $52.4K
|
3.63K
$399K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-213- 3.0% |
$19K - $26.1K
|
6.9K
$757K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.61M+ 209.65% |
$144M - $197M
|
2.38M
$261M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
3+ 0.09% |
$268 - $367
|
3.42K
$375K
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$345K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$198K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$667K - $914K
|
7.47K
$820K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4KClosed |
$1.2M - $1.64M
|
0
$0
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-151- 3.85% |
$13.5K - $18.5K
|
3.77K
$414K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$188K - $258K
|
2.11K
$231K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-560- 24.44% |
$50K - $68.5K
|
1.73K
$190K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 7.02% |
$170K - $232K
|
25.1K
$2.76M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-60- 1.12% |
$5.36K - $7.34K
|
5.29K
$581K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20- 0.74% |
$1.79K - $2.45K
|
2.7K
$296K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-222- 8.48% |
$19.8K - $27.2K
|
2.4K
$263K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20+ 3.77% |
$1.79K - $2.45K
|
551
$60.5K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
215+ 0.73% |
$19.2K - $26.3K
|
29.9K
$3.28M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$193K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
8+ 1.06% |
$714 - $979
|
766
$84.1K
|
|
|
May 15, 2024
Q1 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
45KNew |
$4.02M - $5.51M
|
45K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-323- 8.68% |
$28.8K - $39.5K
|
3.4K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-629K- 94.73% |
$56.2M - $77M
|
35K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Consulta LTD
London, X0 |
BUY
|
- |
500KNew |
$44.6M - $61.2M
|
500K
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
40KNew |
$3.57M - $4.89M
|
40K
$4.39M
|
|