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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
CALL |
900New |
$83.2K - $106K
|
900
$104K
|
|
Feb 12, 2025
Q4 2024
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
110KNew |
$10.2M - $12.9M
|
110K
$12.7M
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-122- 4.53% |
$11.3K - $14.3K
|
2.57K
$297K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 1.46% |
$1.66K - $2.12K
|
1.21K
$140K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
2KNew |
$185K - $236K
|
2K
$232K
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
804New |
$74.3K - $94.6K
|
804
$93K
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
BUY
|
- |
83.8K+ 99.73% |
$7.75M - $9.86M
|
168K
$19.4M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.1KNew |
$194K - $246K
|
2.1K
$242K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
27New |
$2.49K - $3.18K
|
27
$3.12K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-534- 15.99% |
$49.3K - $62.8K
|
2.81K
$324K
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
3.9KNew |
$360K - $459K
|
3.9K
$451K
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-952- 34.31% |
$88K - $112K
|
1.82K
$211K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-604- 6.88% |
$55.8K - $71K
|
8.18K
$945K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-400- 17.39% |
$37K - $47K
|
1.9K
$220K
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.66K- 37.35% |
$153K - $195K
|
2.78K
$322K
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
SELL
|
- |
-1.43K- 30.07% |
$132K - $168K
|
3.33K
$385K
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-2.05K- 51.55% |
$189K - $241K
|
1.93K
$223K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.92KNew |
$640K - $814K
|
6.92K
$800K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.85K - $2.35K
|
4.24K
$490K
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 50.0% |
$462 - $588
|
5
$578
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-531- 1.25% |
$49.1K - $62.4K
|
41.9K
$4.84M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 1.08% |
$2.12K - $2.7K
|
2.11K
$243K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
402New |
$37.1K - $47.3K
|
402
$46.5K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-505- 65.16% |
$46.7K - $59.4K
|
270
$31.2K
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.45KNew |
$226K - $288K
|
2.45K
$283K
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.2KNew |
$203K - $258K
|
2.2K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.6KNew |
$517K - $659K
|
5.6K
$647K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
225New |
$20.8K - $26.5K
|
225
$26K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 9.15% |
$13.8K - $17.5K
|
1.78K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.18KNew |
$202K - $257K
|
2.18K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.39K+ 66.68% |
$128K - $163K
|
3.47K
$401K
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-7.2K- 41.86% |
$665K - $847K
|
10K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$349K - $444K
|
3.78K
$436K
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.57KNew |
$422K - $538K
|
4.57K
$529K
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-16.9K- 21.02% |
$1.56M - $1.98M
|
63.3K
$7.32M
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
57+ 0.22% |
$5.27K - $6.7K
|
25.8K
$2.98M
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.42K- 11.03% |
$131K - $167K
|
11.5K
$1.33M
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.83KNew |
$169K - $215K
|
1.83K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.36% |
$1.02K - $1.29K
|
3.03K
$350K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-453- 5.41% |
$41.9K - $53.3K
|
7.93K
$917K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.8K- 40.2% |
$259K - $330K
|
4.17K
$482K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56.6KNew |
$5.23M - $6.65M
|
56.6K
$6.54M
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-366- 9.27% |
$33.8K - $43K
|
3.58K
$414K
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-816- 30.4% |
$75.4K - $96K
|
1.87K
$216K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-10.2K- 97.96% |
$946K - $1.2M
|
213
$24.6K
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-596- 14.25% |
$55.1K - $70.1K
|
3.59K
$414K
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.63KNew |
$243K - $309K
|
2.63K
$304K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-265- 17.99% |
$24.5K - $31.2K
|
1.21K
$140K
|