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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.84K- 51.87% |
$227K - $260K
|
2.63K
$289K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-89- 3.07% |
$7.11K - $8.17K
|
2.81K
$309K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-667- 9.53% |
$53.3K - $61.2K
|
6.33K
$695K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-203- 14.25% |
$16.2K - $18.6K
|
1.22K
$134K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.2K+ 10.77% |
$336K - $386K
|
43.2K
$4.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
4.37KNew |
$349K - $401K
|
4.37K
$479K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-265- 4.04% |
$21.2K - $24.3K
|
6.29K
$690K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-35.3K- 74.99% |
$2.82M - $3.24M
|
11.8K
$1.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
7.79KNew |
$622K - $715K
|
7.79K
$855K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
200+ 9.75% |
$16K - $18.4K
|
2.25K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
38New |
$3.04K - $3.49K
|
38
$4.17K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
561New |
$44.8K - $51.5K
|
561
$61.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-205- 1.56% |
$16.4K - $18.8K
|
13K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-48- 1.45% |
$3.84K - $4.4K
|
3.26K
$358K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.81K- 51.44% |
$384K - $442K
|
4.54K
$499K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.09K- 14.64% |
$167K - $192K
|
12.2K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
18.9KNew |
$1.51M - $1.73M
|
18.9K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.04% |
$79.9 - $91.8
|
2.85K
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
9+ 0.24% |
$719 - $826
|
3.78K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-142- 62.28% |
$11.3K - $13K
|
86
$9.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-625- 10.65% |
$49.9K - $57.4K
|
5.24K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
18.6KNew |
$1.49M - $1.71M
|
18.6K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
405+ 4.29% |
$32.4K - $37.2K
|
9.85K
$1.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
305+ 3.47% |
$24.4K - $28K
|
9.08K
$997K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
150+ 2.16% |
$12K - $13.8K
|
7.08K
$777K
|
|
| Q2 2023 | |||||||
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5New |
$439 - $515
|
5
$549
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1K+ 23.14% |
$87.8K - $103K
|
5.32K
$584K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
9.13K+ 4.86% |
$802K - $940K
|
197K
$21.6M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.07KClosed |
$182K - $213K
|
0
$0
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-147- 0.37% |
$12.9K - $15.1K
|
40K
$4.39M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-162- 1.64% |
$14.2K - $16.7K
|
9.71K
$1.07M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
522K+ 25.22% |
$45.8M - $53.8M
|
2.59M
$284M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-17.3K- 97.0% |
$1.52M - $1.78M
|
536
$58.8K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
CALL |
500New |
$43.9K - $51.5K
|
500
$54.9K
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.8K- 48.17% |
$3.58M - $4.2M
|
43.9K
$4.82M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-78.6K- 31.33% |
$6.91M - $8.1M
|
172K
$18.9M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
348+ 8.12% |
$30.6K - $35.8K
|
4.64K
$509K
|
|
|
Oct 31, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
6.5KNew |
$571K - $669K
|
6.5K
$713K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.8K- 83.14% |
$1.82M - $2.14M
|
4.21K
$462K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-207- 4.92% |
$18.2K - $21.3K
|
4K
$439K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
11.3KNew |
$995K - $1.17M
|
11.3K
$1.24M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-27.9K- 87.58% |
$2.45M - $2.87M
|
3.96K
$434K
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
11.6K+ 111.21% |
$1.01M - $1.19M
|
21.9K
$2.41M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-104- 4.26% |
$9.13K - $10.7K
|
2.34K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
809New |
$71K - $83.3K
|
809
$88.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-7.45K- 70.47% |
$654K - $767K
|
3.12K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Archon Partners LLC
Princeton Junction, NJ |
SELL
|
- |
-26K- 30.23% |
$2.28M - $2.68M
|
60K
$6.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-16.1K- 28.55% |
$1.41M - $1.66M
|
40.3K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
25K+ 20.0% |
$2.2M - $2.57M
|
150K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.67KNew |
$322K - $378K
|
3.67K
$403K
|
|