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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.77KNew |
$301K - $346K
|
3.77K
$413K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
902+ 0.51% |
$72.1K - $82.8K
|
177K
$19.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.11K- 21.83% |
$248K - $285K
|
11.1K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-29.4K- 52.08% |
$2.35M - $2.69M
|
27K
$2.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
SELL
|
- |
-1.1K- 38.61% |
$87.9K - $101K
|
1.75K
$192K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-22.3K- 39.66% |
$1.79M - $2.05M
|
34K
$3.73M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.58MNew |
$127M - $145M
|
1.58M
$174M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
46.7KNew |
$3.73M - $4.29M
|
46.7K
$5.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
132KNew |
$10.6M - $12.1M
|
132K
$14.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-190- 6.32% |
$15.2K - $17.4K
|
2.81K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
4.6KNew |
$368K - $422K
|
4.6K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-44- 3.32% |
$3.52K - $4.04K
|
1.28K
$141K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.79K- 31.01% |
$143K - $165K
|
3.99K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$1.6K - $1.84K
|
20
$2.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
613+ 17.18% |
$49K - $56.2K
|
4.18K
$459K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-223- 7.15% |
$17.8K - $20.5K
|
2.9K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.88KNew |
$310K - $356K
|
3.88K
$426K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.61KNew |
$209K - $240K
|
2.61K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
23.1KNew |
$1.85M - $2.12M
|
23.1K
$2.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-279- 6.43% |
$22.3K - $25.6K
|
4.06K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-168- 2.42% |
$13.4K - $15.4K
|
6.77K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-3- 6.12% |
$240 - $275
|
46
$5.05K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-9.45K- 31.44% |
$755K - $867K
|
20.6K
$2.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
5.03KNew |
$401K - $461K
|
5.03K
$552K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.44KNew |
$115K - $132K
|
1.44K
$158K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
12.8K+ 218.86% |
$1.02M - $1.17M
|
18.6K
$2.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.55KNew |
$523K - $601K
|
6.55K
$719K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.65KNew |
$292K - $335K
|
3.65K
$401K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-220- 3.88% |
$17.6K - $20.2K
|
5.45K
$598K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.01K- 25.29% |
$80.5K - $92.5K
|
2.98K
$327K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-960- 20.76% |
$76.7K - $88.1K
|
3.67K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 33.33% |
$400 - $459
|
10
$1.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
86+ 1.99% |
$6.87K - $7.89K
|
4.42K
$485K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 6.73% |
$40.4K - $46.4K
|
7.02K
$770K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.36K- 11.18% |
$508K - $583K
|
50.5K
$5.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
500New |
$40K - $45.9K
|
500
$54.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$117K - $135K
|
1.47K
$161K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
115+ 3.23% |
$9.19K - $10.6K
|
3.68K
$404K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-586- 17.59% |
$46.8K - $53.8K
|
2.75K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.55KNew |
$124K - $143K
|
1.55K
$170K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 28.35% |
$495K - $568K
|
15.7K
$1.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.52KNew |
$202K - $232K
|
2.52K
$277K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-143- 0.71% |
$11.4K - $13.1K
|
20.1K
$2.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-245- 3.2% |
$19.6K - $22.5K
|
7.41K
$813K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-420- 2.55% |
$33.6K - $38.5K
|
16K
$1.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.83K- 4.17% |
$146K - $168K
|
42.1K
$4.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
4.58K+ 11.81% |
$366K - $420K
|
43.4K
$4.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-60- 12.55% |
$4.79K - $5.51K
|
418
$45.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.14K- 13.11% |
$91.3K - $105K
|
7.58K
$832K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 18.42% |
$290K - $333K
|
16.1K
$1.76M
|