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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
517+ 1.98% |
$46K - $58.5K
|
26.6K
$2.92M
|
|
|
May 09, 2023
Q1 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-6.93K- 6.03% |
$616K - $784K
|
108K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.38K+ 2.14% |
$301K - $383K
|
161K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
2.04KNew |
$181K - $231K
|
2.04K
$224K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.69KNew |
$240K - $305K
|
2.69K
$295K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
397+ 1.93% |
$35.3K - $44.9K
|
21K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.74KNew |
$244K - $310K
|
2.74K
$301K
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.97K- 44.27% |
$353K - $450K
|
5K
$549K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
520New |
$46.3K - $58.9K
|
520
$57.1K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
18+ 0.42% |
$1.6K - $2.04K
|
4.35K
$477K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
54+ 2.15% |
$4.81K - $6.11K
|
2.57K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-96- 2.07% |
$8.54K - $10.9K
|
4.54K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.52KNew |
$847K - $1.08M
|
9.52K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.33K+ 19.98% |
$118K - $150K
|
7.96K
$873K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.76K+ 0.33% |
$246K - $313K
|
835K
$91.7M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.73KNew |
$154K - $196K
|
1.73K
$190K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$230K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
34+ 340.0% |
$3.03K - $3.85K
|
44
$4.83K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
305+ 9.76% |
$27.1K - $34.5K
|
3.43K
$377K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
144+ 0.12% |
$12.8K - $16.3K
|
120K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
51+ 67.11% |
$4.54K - $5.77K
|
127
$13.9K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-400- 12.03% |
$35.6K - $45.3K
|
2.92K
$321K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
2.61KNew |
$232K - $295K
|
2.61K
$286K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08KNew |
$95.8K - $122K
|
1.08K
$118K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.08% |
$178 - $226
|
2.63K
$288K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 19.09% |
$59.4K - $75.6K
|
2.83K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$185K - $236K
|
2.08K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
155New |
$13.8K - $17.5K
|
155
$17K
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-106- 1.41% |
$9.43K - $12K
|
7.4K
$812K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-367- 13.36% |
$32.7K - $41.5K
|
2.38K
$261K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.57KNew |
$228K - $290K
|
2.57K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
CALL |
-100- 25.0% |
$8.9K - $11.3K
|
300
$32.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Canal Insurance CO
|
BUY
|
- |
30KNew |
$2.67M - $3.4M
|
30K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.22KNew |
$197K - $251K
|
2.22K
$243K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 1.99% |
$7.39K - $9.4K
|
4.26K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
434+ 13.73% |
$38.6K - $49.1K
|
3.6K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 4.61% |
$10.9K - $13.9K
|
2.79K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.22% |
$2.05K - $2.6K
|
10.5K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-323- 12.13% |
$28.7K - $36.6K
|
2.34K
$257K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.44KNew |
$217K - $277K
|
2.44K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.15KNew |
$191K - $243K
|
2.15K
$236K
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.9KNew |
$966K - $1.23M
|
10.9K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
522New |
$46.5K - $59.1K
|
522
$57.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-60K- 96.21% |
$5.34M - $6.79M
|
2.36K
$259K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.07KNew |
$185K - $235K
|
2.07K
$228K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.61K- 8.52% |
$232K - $295K
|
28K
$3.07M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.56K- 12.81% |
$139K - $177K
|
10.6K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$220K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
700New |
$62.3K - $79.2K
|
700
$76.8K
|