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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$6.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.41KNew |
$206K - $238K
|
2.41K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.1K+ 19.64% |
$94.2K - $108K
|
6.7K
$775K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
342+ 15.21% |
$29.3K - $33.7K
|
2.59K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 21.01% |
$8.56K - $9.86K
|
376
$43.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
528+ 0.79% |
$45.2K - $52.1K
|
67.3K
$7.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
230New |
$19.7K - $22.7K
|
230
$26.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-600- 13.95% |
$51.4K - $59.2K
|
3.7K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-38- 21.35% |
$3.25K - $3.75K
|
140
$16.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
CALL |
8K+ 200.0% |
$685K - $789K
|
12K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.83K- 34.54% |
$156K - $180K
|
3.46K
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.9K- 6.87% |
$1.19M - $1.37M
|
188K
$21.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
201New |
$17.2K - $19.8K
|
201
$23.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$257K - $296K
|
3K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
992+ 0.04% |
$84.9K - $97.8K
|
2.3M
$266M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.4K- 6.8% |
$5.25M - $6.05M
|
841K
$97.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-175- 63.64% |
$15K - $17.3K
|
100
$11.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-106- 95.5% |
$9.07K - $10.5K
|
5
$578
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
132+ 1.78% |
$11.3K - $13K
|
7.55K
$873K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 2.43% |
$5.14K - $5.92K
|
2.53K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-82- 1.58% |
$7.02K - $8.09K
|
5.12K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89+ 6.52% |
$7.62K - $8.78K
|
1.45K
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-21.4K- 26.88% |
$1.83M - $2.11M
|
58.2K
$6.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-128- 1.42% |
$11K - $12.6K
|
8.88K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-158- 15.63% |
$13.5K - $15.6K
|
853
$98.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-165- 76.74% |
$14.1K - $16.3K
|
50
$5.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1K- 23.49% |
$85.6K - $98.6K
|
3.26K
$377K
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-3.3K- 26.19% |
$282K - $325K
|
9.3K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-41- 1.03% |
$3.51K - $4.04K
|
3.92K
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 0.79% |
$7.88K - $9.07K
|
11.7K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.69KNew |
$230K - $265K
|
2.69K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-203- 8.45% |
$17.4K - $20K
|
2.2K
$254K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-170- 53.8% |
$14.6K - $16.8K
|
146
$16.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-169K- 56.45% |
$14.5M - $16.7M
|
131K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
200KNew |
$17.1M - $19.7M
|
200K
$23.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.39K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.91% |
$85.6 - $98.6
|
111
$12.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$67.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-48- 2.1% |
$4.11K - $4.73K
|
2.24K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-714- 20.61% |
$61.1K - $70.4K
|
2.75K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.81% |
$12.8K - $14.8K
|
2.43K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-281- 11.28% |
$24.1K - $27.7K
|
2.21K
$256K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
500New |
$42.8K - $49.3K
|
500
$57.8K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.76% |
$1.03K - $1.18K
|
1.58K
$183K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-91- 0.98% |
$7.79K - $8.97K
|
9.17K
$1.06M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.95KNew |
$194K - $239K
|
1.95K
$225K
|
|
|
May 15, 2025
Q2 2024
|
Clear Street LLC
|
SELL
|
- |
-1.97M- 79.78% |
$196M - $242M
|
500K
$57.8M
|
|