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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.03KNew |
$181K - $230K
|
2.03K
$223K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.04KNew |
$182K - $231K
|
2.04K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
2.01KNew |
$179K - $227K
|
2.01K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-1K- 90.91% |
$89K - $113K
|
100
$11K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 10.5% |
$2.22K - $2.83K
|
263
$28.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
435+ 11.58% |
$38.7K - $49.2K
|
4.19K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-163- 6.89% |
$14.5K - $18.5K
|
2.2K
$242K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-50- 1.19% |
$4.45K - $5.66K
|
4.15K
$456K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.83K- 36.57% |
$163K - $207K
|
3.17K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
78+ 1.5% |
$6.94K - $8.83K
|
5.26K
$578K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.95K- 35.37% |
$174K - $221K
|
3.57K
$392K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.97K+ 20.45% |
$264K - $336K
|
17.5K
$1.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-55- 1.57% |
$4.89K - $6.23K
|
3.46K
$379K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$231K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-20- 0.87% |
$1.78K - $2.26K
|
2.28K
$250K
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.16K- 2.22% |
$103K - $131K
|
51K
$5.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.06KNew |
$183K - $233K
|
2.06K
$226K
|
|
|
Apr 11, 2023
Q1 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
68.5KNew |
$6.1M - $7.76M
|
68.5K
$7.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
464New |
$41.3K - $52.5K
|
464
$50.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-86- 3.7% |
$7.65K - $9.74K
|
2.24K
$245K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-14- 20.29% |
$1.25K - $1.58K
|
55
$6.04K
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-200- 6.25% |
$17.8K - $22.6K
|
3K
$329K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $246K
|
2.18K
$239K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.69K- 3.63% |
$329K - $418K
|
98.1K
$10.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-258- 1.48% |
$23K - $29.2K
|
17.2K
$1.89M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
2.09KNew |
$186K - $237K
|
2.09K
$229K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-15- 2.42% |
$1.33K - $1.7K
|
605
$66.4K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
28New |
$2.36K - $2.98K
|
28
$3.07K
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.7K- 63.65% |
$395K - $500K
|
2.68K
$294K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.25KNew |
$694K - $879K
|
8.25K
$905K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
467New |
$39.3K - $49.8K
|
467
$51.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
217+ 5.8% |
$18.3K - $23.1K
|
3.96K
$434K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
1New |
$84.2 - $107
|
1
$110
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.34KNew |
$197K - $249K
|
2.34K
$257K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
265New |
$22.3K - $28.2K
|
265
$29.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-2.66K- 7.76% |
$224K - $283K
|
31.6K
$3.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
5.34KNew |
$450K - $569K
|
5.34K
$587K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
243+ 197.56% |
$20.5K - $25.9K
|
366
$40.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
332New |
$27.9K - $35.4K
|
332
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$320K - $405K
|
3.8K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
956+ 13.11% |
$80.5K - $102K
|
8.25K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
173K+ 20.12% |
$14.6M - $18.5M
|
1.04M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-282K- 94.86% |
$23.7M - $30M
|
15.3K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-90- 5.23% |
$7.57K - $9.59K
|
1.63K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
2.94K+ 10.75% |
$247K - $313K
|
30.2K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-55- 0.19% |
$4.63K - $5.86K
|
29K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.72K+ 34.61% |
$145K - $183K
|
6.69K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$2.52K - $3.2K
|
30
$3.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
21.9KNew |
$1.84M - $2.33M
|
21.9K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4.6KNew |
$387K - $490K
|
4.6K
$505K
|
|