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 09, 2022
Q1 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.38KClosed |
$178K - $217K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.5K- 25.4% |
$710K - $868K
|
16.2K
$1.8M
|
|
May 06, 2022
Q1 2022
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1.21KClosed |
$156K - $191K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-1.32KClosed |
$170K - $208K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.53KClosed |
$197K - $241K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-33.4KClosed |
$4.32M - $5.28M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$188K - $230K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
58+ 8.64% |
$7.48K - $9.16K
|
729
$81.2K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.34KClosed |
$173K - $212K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.59KClosed |
$334K - $408K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.65KClosed |
$213K - $260K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-34.9KClosed |
$4.5M - $5.51M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.41KClosed |
$182K - $223K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.34KClosed |
$302K - $370K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-29.5KClosed |
$3.81M - $4.66M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.41KClosed |
$182K - $222K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.43KClosed |
$442K - $541K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.46KClosed |
$188K - $230K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.69KClosed |
$218K - $266K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.73KClosed |
$223K - $272K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-3.42KClosed |
$441K - $540K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
651+ 0.39% |
$84K - $103K
|
167K
$18.6M
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.48KClosed |
$191K - $234K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-252Closed |
$32.5K - $39.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.82KClosed |
$235K - $287K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 10.0% |
$258K - $316K
|
22K
$2.45M
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.42KClosed |
$183K - $224K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.17KClosed |
$151K - $185K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-645Closed |
$83.2K - $102K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-375- 75.0% |
$48.4K - $59.2K
|
125
$13.9K
|
|
Apr 27, 2022
Q1 2022
|
Triad Investment Management
|
SELL
|
- |
-1.33KClosed |
$172K - $210K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.39KClosed |
$180K - $220K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$561K - $686K
|
4.35K
$484K
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
35+ 1.33% |
$4.52K - $5.53K
|
2.68K
$298K
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-20.6KClosed |
$2.66M - $3.26M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-13.5KClosed |
$1.75M - $2.14M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
234New |
$30.2K - $36.9K
|
234
$26.1K
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-841Closed |
$109K - $133K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-814Closed |
$105K - $129K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-5.61KClosed |
$723K - $885K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-25.9KClosed |
$3.35M - $4.1M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-39Closed |
$5.03K - $6.16K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
15.2K+ 389.74% |
$1.96M - $2.4M
|
19.1K
$2.13M
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.35KClosed |
$174K - $213K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.36KClosed |
$175K - $215K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.49KClosed |
$193K - $236K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-34.5KClosed |
$4.46M - $5.45M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lannebo Fonder Ab
|
BUY
|
- |
30K+ 18.18% |
$3.87M - $4.74M
|
195K
$21.7M
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.09KClosed |
$270K - $330K
|
0
$0
|