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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 5.99% |
$3.13K - $4.28K
|
549
$60.3K
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.6K- 39.36% |
$2.11M - $2.89M
|
36.4K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.95KNew |
$174K - $239K
|
1.95K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.73% |
$1.79K - $2.45K
|
2.76K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.72KNew |
$153K - $210K
|
1.72K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-29.2K- 20.36% |
$2.61M - $3.57M
|
114K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-39.5K- 94.56% |
$3.53M - $4.83M
|
2.27K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
10KNew |
$893K - $1.22M
|
10K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 650.0% |
$3.48K - $4.77K
|
45
$4.94K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
18.7KNew |
$1.67M - $2.29M
|
18.7K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$201K - $276K
|
2.26K
$248K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-491- 19.29% |
$43.8K - $60.1K
|
2.06K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$233K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-125- 0.84% |
$11.2K - $15.3K
|
14.8K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
19.2KNew |
$1.71M - $2.35M
|
19.2K
$2.11M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.9KNew |
$170K - $233K
|
1.9K
$209K
|
|
|
May 08, 2024
Q1 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
SELL
|
- |
-110K- 43.63% |
$9.82M - $13.5M
|
142K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-813- 1.12% |
$72.6K - $99.5K
|
72K
$7.9M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.52K- 39.08% |
$136K - $186K
|
2.37K
$261K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$155K - $212K
|
1.73K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$185K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
700+ 510.95% |
$62.5K - $85.7K
|
837
$91.9K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$101K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.86KNew |
$166K - $227K
|
1.86K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.91KNew |
$171K - $234K
|
1.91K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.92K- 51.95% |
$261K - $357K
|
2.7K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$10.7K - $14.7K
|
120
$13.2K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-70- 25.09% |
$6.25K - $8.57K
|
209
$22.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
37+ 0.43% |
$3.3K - $4.53K
|
8.66K
$950K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.63KNew |
$592K - $812K
|
6.63K
$728K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$9.55K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-29- 0.06% |
$2.59K - $3.55K
|
50.5K
$5.54M
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
2.01KNew |
$180K - $246K
|
2.01K
$221K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.02K- 6.09% |
$91.1K - $125K
|
15.7K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$321K - $440K
|
3.6K
$395K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-355- 14.55% |
$31.7K - $43.4K
|
2.09K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
74.3KNew |
$6.64M - $9.09M
|
74.3K
$8.16M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.08KNew |
$185K - $254K
|
2.08K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
13.8KNew |
$1.23M - $1.69M
|
13.8K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2- 0.05% |
$179 - $245
|
4.17K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$277K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.7K- 75.49% |
$1.67M - $2.29M
|
6.09K
$668K
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
SELL
|
- |
-30K- 34.69% |
$2.68M - $3.67M
|
56.5K
$6.2M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 2.38% |
$8.48K - $11.6K
|
3.91K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
10K+ 40.0% |
$893K - $1.22M
|
35K
$3.84M
|