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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-42- 1.08% |
$3.86K - $5.25K
|
3.85K
$422K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-154K- 91.6% |
$14.1M - $19.2M
|
14.1K
$1.55M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-247- 7.39% |
$22.7K - $30.9K
|
3.09K
$340K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
810+ 244.71% |
$74.4K - $101K
|
1.14K
$125K
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
153New |
$14.1K - $19.1K
|
153
$16.8K
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-1.6K- 2.48% |
$147K - $200K
|
63K
$6.91M
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-160- 3.86% |
$14.7K - $20K
|
3.99K
$438K
|
|
Nov 04, 2022
Q3 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
PUT |
50New |
$4.59K - $6.25K
|
50
$5.49K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
810New |
$74.4K - $101K
|
810
$88.9K
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
250+ 4.64% |
$23K - $31.2K
|
5.63K
$618K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
710New |
$65.2K - $88.7K
|
710
$77.9K
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
183New |
$16.8K - $22.9K
|
183
$20.1K
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
2+ 0.05% |
$184 - $250
|
4.11K
$451K
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
11+ 0.43% |
$1.01K - $1.37K
|
2.58K
$283K
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-201- 2.15% |
$18.5K - $25.1K
|
9.17K
$1.01M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.49K- 6.76% |
$137K - $186K
|
20.6K
$2.26M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.03K+ 23.37% |
$278K - $378K
|
16K
$1.75M
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.07% |
$13.8K - $18.7K
|
366
$40.2K
|
|
Nov 02, 2022
Q3 2022
|
Cypress Funds LLC
|
BUY
|
- |
280KNew |
$25.7M - $35M
|
280K
$30.7M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.84K- 1.88% |
$169K - $229K
|
96K
$10.5M
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-355- 3.74% |
$32.6K - $44.4K
|
9.15K
$1M
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-455- 16.73% |
$41.8K - $56.9K
|
2.27K
$249K
|
|
Nov 01, 2022
Q3 2022
|
Gabalex Capital Management LLC
|
BUY
|
- |
15K+ 13.64% |
$1.38M - $1.87M
|
125K
$13.7M
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.02% |
$13.8K - $18.7K
|
2.34K
$257K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.05KNew |
$464K - $631K
|
5.05K
$554K
|
|
Oct 28, 2022
Q3 2022
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
5KNew |
$459K - $625K
|
5K
$549K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-281- 0.35% |
$25.8K - $35.1K
|
79.9K
$8.77M
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.0% |
$4.41K - $6K
|
4.83K
$530K
|
|
Oct 28, 2022
Q3 2022
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.3K- 7.86% |
$303K - $412K
|
38.7K
$4.25M
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-25.3K- 91.28% |
$2.32M - $3.16M
|
2.42K
$265K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
959+ 502.09% |
$88.1K - $120K
|
1.15K
$126K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
19.2KNew |
$1.76M - $2.4M
|
19.2K
$2.11M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-82.2K- 54.32% |
$7.55M - $10.3M
|
69.1K
$7.58M
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
700+ 18.93% |
$64.3K - $87.5K
|
4.4K
$483K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.66K+ 19.4% |
$152K - $207K
|
10.2K
$1.12M
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
913+ 2.36% |
$83.8K - $114K
|
39.7K
$4.36M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-8.65K- 88.37% |
$794K - $1.08M
|
1.14K
$125K
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
25+ 0.83% |
$2.3K - $3.12K
|
3.05K
$335K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-426- 17.54% |
$39.1K - $53.2K
|
2K
$220K
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-773- 40.43% |
$71K - $96.6K
|
1.14K
$125K
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-976- 6.1% |
$89.6K - $122K
|
15K
$1.65M
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-481- 8.01% |
$44.2K - $60.1K
|
5.53K
$606K
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
SELL
|
- |
-103- 4.31% |
$9.46K - $12.9K
|
2.29K
$251K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-124- 1.19% |
$11.4K - $15.5K
|
10.3K
$1.13M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.33K- 98.65% |
$673K - $916K
|
100
$11K
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-394- 13.57% |
$36.2K - $49.2K
|
2.51K
$275K
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.52KNew |
$323K - $440K
|
3.52K
$386K
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
181+ 2.51% |
$16.6K - $22.6K
|
7.38K
$810K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
623+ 7.45% |
$57.2K - $77.9K
|
8.99K
$987K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.37% |
$7.35K - $10K
|
2.3K
$252K
|