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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$513K - $762K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-926Closed |
$86.4K - $128K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7.86K- 99.48% |
$733K - $1.09M
|
41
$4.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
4.77K+ 0.17% |
$445K - $661K
|
2.83M
$310M
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-47.2KClosed |
$4.4M - $6.54M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
116New |
$10.8K - $16.1K
|
116
$12.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.15K- 22.91% |
$294K - $437K
|
10.6K
$1.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-1.43KClosed |
$133K - $198K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-169- 93.37% |
$15.8K - $23.4K
|
12
$1.32K
|
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-4KClosed |
$373K - $554K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.87KClosed |
$361K - $537K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-165Closed |
$15.4K - $22.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.52KClosed |
$142K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-116KClosed |
$10.8M - $16.1M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-15.9K- 21.82% |
$1.49M - $2.21M
|
57.1K
$6.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.52KClosed |
$141K - $210K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.21KClosed |
$299K - $444K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-11.3KClosed |
$1.06M - $1.57M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.21KClosed |
$206K - $306K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$157K - $233K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.52KClosed |
$141K - $210K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
SELL
|
- |
-1.49KClosed |
$139K - $206K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
50New |
$4.66K - $6.93K
|
50
$5.49K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-8.15KClosed |
$760K - $1.13M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.34KClosed |
$218K - $324K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-8.92K- 68.33% |
$832K - $1.24M
|
4.14K
$454K
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.76KClosed |
$351K - $521K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
4.83K+ 36.81% |
$450K - $669K
|
17.9K
$1.97M
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.49KClosed |
$232K - $345K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.82KClosed |
$170K - $252K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.19KClosed |
$204K - $304K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.86KClosed |
$640K - $950K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-18.3KClosed |
$1.7M - $2.53M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.23KNew |
$208K - $309K
|
2.23K
$245K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$166K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-2.64KClosed |
$246K - $366K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.37K+ 73.2% |
$315K - $468K
|
7.98K
$876K
|
|
|
Aug 08, 2022
Q2 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-22.4KClosed |
$2.09M - $3.1M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-4.76KClosed |
$444K - $660K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27.7KClosed |
$2.58M - $3.84M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-123- 4.92% |
$11.5K - $17K
|
2.38K
$261K
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.53KClosed |
$143K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-1.67KClosed |
$156K - $232K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.16KNew |
$108K - $161K
|
1.16K
$127K
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-357- 12.23% |
$33.3K - $49.5K
|
2.56K
$281K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$170K - $253K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-55.1KClosed |
$5.14M - $7.63M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-93- 1.37% |
$8.68K - $12.9K
|
6.7K
$735K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.69KClosed |
$344K - $511K
|
0
$0
|