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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-406- 2.04% |
$37.9K - $56.3K
|
19.5K
$2.14M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$191K - $284K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-30Closed |
$2.8K - $4.16K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
575+ 29.84% |
$53.6K - $79.7K
|
2.5K
$275K
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.71KClosed |
$532K - $791K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-2.03KClosed |
$189K - $281K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-15K- 54.94% |
$1.4M - $2.08M
|
12.3K
$1.35M
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-2.8K- 5.27% |
$261K - $388K
|
50.3K
$5.52M
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.08KClosed |
$381K - $566K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-850- 3.33% |
$79.3K - $118K
|
24.7K
$2.71M
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-2.71KClosed |
$253K - $376K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.04KClosed |
$190K - $282K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-50.9KClosed |
$4.75M - $7.05M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.2KClosed |
$206K - $305K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.02K- 14.97% |
$375K - $558K
|
22.9K
$2.51M
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-211KClosed |
$19.6M - $29.2M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.94KClosed |
$181K - $269K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.66KClosed |
$155K - $230K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
19.9K+ 40.42% |
$1.86M - $2.76M
|
69.1K
$7.58M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
21+ 0.07% |
$1.96K - $2.91K
|
29.1K
$3.19M
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-210- 1.5% |
$19.6K - $29.1K
|
13.8K
$1.51M
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$195K - $289K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-1.87K- 36.36% |
$175K - $259K
|
3.28K
$359K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-6.91KClosed |
$644K - $957K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-1.55KClosed |
$145K - $215K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.59KClosed |
$149K - $221K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.98KClosed |
$185K - $274K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-91- 2.55% |
$8.49K - $12.6K
|
3.48K
$382K
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$4.66K - $6.93K
|
50
$5.49K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-29KClosed |
$2.7M - $4.02M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$171K - $253K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.8KClosed |
$167K - $249K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$154K - $228K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-469- 7.87% |
$43.8K - $65K
|
5.49K
$603K
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.98K+ 13.18% |
$278K - $413K
|
25.6K
$2.81M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
2.05K+ 9.66% |
$191K - $284K
|
23.3K
$2.55M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 9.48% |
$21.1K - $31.3K
|
2.16K
$237K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-15.1KClosed |
$1.41M - $2.09M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-126KClosed |
$11.7M - $17.4M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.64KClosed |
$153K - $227K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-26KClosed |
$2.42M - $3.6M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
North Growth Management Ltd.
|
SELL
|
- |
-52KClosed |
$4.85M - $7.21M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-5.94KClosed |
$554K - $824K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-65- 2.1% |
$6.06K - $9.01K
|
3.02K
$332K
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.47KNew |
$696K - $1.03M
|
7.47K
$819K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.62KClosed |
$151K - $225K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.02KClosed |
$188K - $280K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
846+ 48.29% |
$78.9K - $117K
|
2.6K
$285K
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-1.54KClosed |
$144K - $214K
|
0
$0
|