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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
418New |
$37.3K - $51.1K
|
418
$45.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$187K - $257K
|
2.1K
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.08K+ 8.36% |
$96.2K - $132K
|
14K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.42% |
$61.2K - $83.8K
|
164K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.3K- 25.31% |
$116K - $159K
|
3.84K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
599+ 8.69% |
$53.5K - $73.3K
|
7.49K
$822K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$182K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.03K- 20.56% |
$181K - $249K
|
7.85K
$862K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-86- 0.33% |
$7.68K - $10.5K
|
26K
$2.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-20.3K- 97.06% |
$1.82M - $2.49M
|
615
$67.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-49- 2.65% |
$4.38K - $6K
|
1.8K
$197K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.4K- 47.34% |
$839K - $1.15M
|
10.5K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-37.4K- 95.37% |
$3.34M - $4.57M
|
1.82K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-38- 4.18% |
$3.39K - $4.65K
|
872
$95.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-367- 10.9% |
$32.8K - $44.9K
|
3K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-40- 0.26% |
$3.57K - $4.89K
|
15.3K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$268 - $367
|
2.64K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1K- 96.34% |
$89.3K - $122K
|
38
$4.17K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.75KNew |
$157K - $215K
|
1.75K
$193K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.88KNew |
$168K - $230K
|
1.88K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-6.82K- 14.09% |
$609K - $835K
|
41.6K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-145- 26.61% |
$12.9K - $17.7K
|
400
$43.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.01K+ 16.01% |
$179K - $246K
|
14.6K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.44K- 49.53% |
$396K - $543K
|
4.52K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$44.6K - $61.2K
|
500
$54.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
CALL |
200New |
$17.9K - $24.5K
|
200
$22K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.78KNew |
$159K - $218K
|
1.78K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$196K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.81KNew |
$162K - $221K
|
1.81K
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$181K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 6.45% |
$13.1K - $18K
|
2.13K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-630- 24.98% |
$56.3K - $77.1K
|
1.89K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.96KNew |
$175K - $240K
|
1.96K
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$216K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.08K- 68.09% |
$364K - $499K
|
1.91K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 4.29% |
$8.93K - $12.2K
|
2.23K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
230KNew |
$20.6M - $28.2M
|
230K
$25.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 75.36% |
$4.64K - $6.36K
|
17
$1.87K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.52KNew |
$850K - $1.16M
|
9.52K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
44.9KNew |
$4.01M - $5.49M
|
44.9K
$4.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$182K - $249K
|
2.03K
$223K
|