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 03, 2024
Q1 2024
|
General American Investors CO Inc
|
SELL
|
- |
-30K- 34.69% |
$2.68M - $3.67M
|
56.5K
$6.53M
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$202K
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
10K+ 40.0% |
$893K - $1.22M
|
35K
$4.05M
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$231K
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$213K
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53+ 1.53% |
$4.73K - $6.49K
|
3.53K
$408K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10KNew |
$893K - $1.22M
|
10K
$1.16M
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
10KNew |
$893K - $1.22M
|
10K
$1.16M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.05KNew |
$183K - $250K
|
2.05K
$237K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
59.2KNew |
$5.28M - $7.24M
|
59.2K
$6.84M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$203K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
106+ 4.1% |
$9.46K - $13K
|
2.69K
$311K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 1.89% |
$98.1K - $134K
|
59.2K
$6.85M
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-59- 1.84% |
$5.27K - $7.22K
|
3.15K
$364K
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-736- 17.71% |
$65.7K - $90.1K
|
3.42K
$395K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.16% |
$2.32K - $3.18K
|
16.3K
$1.89M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.99KNew |
$177K - $243K
|
1.99K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-317- 4.57% |
$28.3K - $38.8K
|
6.61K
$765K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 4.05% |
$893 - $1.22K
|
237
$27.4K
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-56.1K- 95.86% |
$5.01M - $6.87M
|
2.43K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.73KNew |
$154K - $211K
|
1.73K
$200K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$303K
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.65K- 52.18% |
$237K - $325K
|
2.43K
$281K
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$195K
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
Apr 29, 2024
Q1 2024
|
Account Management LLC
|
SELL
|
- |
-3.32K- 12.86% |
$296K - $406K
|
22.5K
$2.6M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.67M
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$222K
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-1.58K- 37.12% |
$141K - $193K
|
2.67K
$309K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319- 4.45% |
$28.5K - $39K
|
6.85K
$792K
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
160+ 6.65% |
$14.3K - $19.6K
|
2.57K
$297K
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
16.8K+ 8.07% |
$1.5M - $2.06M
|
225K
$26M
|
|
Apr 25, 2024
Q1 2024
|
Focused Investors Fund L P
Los Angeles, CA |
BUY
|
- |
986KNew |
$88M - $121M
|
986K
$114M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 41.18% |
$103K - $141K
|
1.65K
$191K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$446 - $612
|
2.28K
$263K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-190- 0.44% |
$17K - $23.2K
|
43.3K
$5M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-600- 35.29% |
$53.6K - $73.4K
|
1.1K
$127K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$3.93K
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
SELL
|
- |
-1.45K- 29.29% |
$129K - $177K
|
3.5K
$405K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$227K
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 88.89% |
$714 - $979
|
17
$1.97K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 7.45% |
$9.11K - $12.5K
|
1.47K
$170K
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$183K - $251K
|
2.06K
$238K
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$149K - $204K
|
1.67K
$193K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
2KNew |
$179K - $245K
|
2K
$231K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$197K
|