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 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-4- 0.01% |
$357 - $489
|
62.6K
$6.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
91+ 1.02% |
$8.13K - $11.1K
|
8.99K
$987K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
120+ 1.32% |
$10.7K - $14.7K
|
9.18K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
51.4K+ 41.29% |
$4.59M - $6.29M
|
176K
$19.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.15% |
$357 - $489
|
2.71K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44KNew |
$218K - $299K
|
2.44K
$268K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-173- 3.29% |
$15.4K - $21.2K
|
5.08K
$558K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 25.95% |
$66.1K - $90.5K
|
3.59K
$394K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$148K - $202K
|
1.65K
$181K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 0.87% |
$15.6K - $21.4K
|
20.1K
$2.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.8KNew |
$160K - $220K
|
1.8K
$197K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
303K+ 8.39% |
$24M - $29.1M
|
3.91M
$429M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-126- 5.2% |
$9.99K - $12.1K
|
2.3K
$252K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.83KClosed |
$621K - $752K
|
0
$0
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
78+ 3.09% |
$6.19K - $7.49K
|
2.61K
$286K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$297K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.38KClosed |
$188K - $228K
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
446New |
$35.4K - $42.8K
|
446
$49K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
CALL |
-4K- 88.89% |
$317K - $384K
|
500
$54.9K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.7KNew |
$929K - $1.12M
|
11.7K
$1.29M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
100New |
$7.93K - $9.61K
|
100
$11K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.57KNew |
$442K - $535K
|
5.57K
$611K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 4.65% |
$476 - $576
|
123
$13.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-16- 0.49% |
$1.27K - $1.54K
|
3.22K
$353K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.83KNew |
$145K - $176K
|
1.83K
$201K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
662New |
$52.5K - $63.6K
|
662
$72.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
13KNew |
$1.03M - $1.25M
|
13K
$1.43M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$149K
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-3.93K- 62.65% |
$311K - $377K
|
2.34K
$257K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
595New |
$47.2K - $57.2K
|
595
$65.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-230- 26.11% |
$18.2K - $22.1K
|
651
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$267K - $323K
|
3.36K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
121KNew |
$9.61M - $11.6M
|
121K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.76KNew |
$219K - $265K
|
2.76K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-385- 9.02% |
$30.5K - $37K
|
3.89K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Barington Capital Group, L.P.
New York, NY |
BUY
|
- |
15KNew |
$1.19M - $1.44M
|
15K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.55KNew |
$203K - $245K
|
2.55K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.63KNew |
$209K - $253K
|
2.63K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
50KNew |
$3.97M - $4.8M
|
50K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.76KNew |
$457K - $553K
|
5.76K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 3.79% |
$7.93K - $9.61K
|
2.54K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23.6K+ 1.83% |
$1.87M - $2.26M
|
1.31M
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
535New |
$42.4K - $51.4K
|
535
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9- 0.63% |
$714 - $865
|
1.43K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.51KNew |
$278K - $337K
|
3.51K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-11.5K- 18.54% |
$915K - $1.11M
|
50.7K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$993K - $1.2M
|
12.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$248K
|
|