Latest Institutional Sells of Walt Disney CO (DIS)
This list provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.15K- 41.18% |
$103K - $141K
|
1.65K
$191K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.02K- 6.09% |
$91.1K - $125K
|
15.7K
$1.82M
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-1K- 96.34% |
$89.3K - $122K
|
38
$4.41K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-813- 1.12% |
$72.6K - $99.5K
|
72K
$8.35M
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-736- 17.71% |
$65.7K - $90.1K
|
3.42K
$397K
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-700- 29.61% |
$62.5K - $85.7K
|
1.66K
$193K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-630- 24.98% |
$56.3K - $77.1K
|
1.89K
$219K
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-606- 20.15% |
$54.1K - $74.2K
|
2.4K
$279K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-600- 35.29% |
$53.6K - $73.4K
|
1.1K
$128K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-560- 24.44% |
$50K - $68.5K
|
1.73K
$201K
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-500- 9.21% |
$44.6K - $61.2K
|
4.93K
$572K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-497- 0.67% |
$44.4K - $60.8K
|
74K
$8.58M
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-491- 19.29% |
$43.8K - $60.1K
|
2.06K
$238K
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-452- 17.08% |
$40.4K - $55.3K
|
2.2K
$255K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-444- 2.93% |
$39.6K - $54.3K
|
14.7K
$1.7M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-421- 9.15% |
$37.6K - $51.5K
|
4.18K
$485K
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-414- 14.27% |
$37K - $50.7K
|
2.49K
$288K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$107K
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-380- 12.52% |
$33.9K - $46.5K
|
2.66K
$308K
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-380- 15.24% |
$33.9K - $46.5K
|
2.11K
$245K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-367- 10.9% |
$32.8K - $44.9K
|
3K
$348K
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-355- 14.55% |
$31.7K - $43.4K
|
2.09K
$242K
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$364K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-323- 8.68% |
$28.8K - $39.5K
|
3.4K
$394K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-319- 4.45% |
$28.5K - $39K
|
6.85K
$794K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-317- 4.57% |
$28.3K - $38.8K
|
6.61K
$767K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-311- 19.44% |
$27.8K - $38.1K
|
1.29K
$150K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-240- 90.57% |
$21.4K - $29.4K
|
25
$2.9K
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$293K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-222- 8.48% |
$19.8K - $27.2K
|
2.4K
$278K
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-190- 0.44% |
$17K - $23.2K
|
43.3K
$5.02M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 0.87% |
$15.6K - $21.4K
|
20.1K
$2.33M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-173- 0.04% |
$15.4K - $21.2K
|
465K
$53.9M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-173- 3.29% |
$15.4K - $21.2K
|
5.08K
$589K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-159- 5.93% |
$14.2K - $19.5K
|
2.52K
$293K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 20.26% |
$13.8K - $19K
|
610
$70.8K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-151- 3.85% |
$13.5K - $18.5K
|
3.77K
$437K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-147- 6.45% |
$13.1K - $18K
|
2.13K
$247K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-145- 26.61% |
$12.9K - $17.7K
|
400
$46.4K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-125- 0.84% |
$11.2K - $15.3K
|
14.8K
$1.72M
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
CALL |
-100- 50.0% |
$8.93K - $12.2K
|
100
$11.6K
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 4.29% |
$8.93K - $12.2K
|
2.23K
$259K
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 2.38% |
$8.48K - $11.6K
|
3.91K
$453K
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-86- 0.33% |
$7.68K - $10.5K
|
26K
$3.02M
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 3.17% |
$6.7K - $9.18K
|
2.29K
$266K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-72- 2.52% |
$6.43K - $8.81K
|
2.78K
$323K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-70- 25.09% |
$6.25K - $8.57K
|
209
$24.2K
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-69- 2.84% |
$6.16K - $8.44K
|
2.36K
$274K
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-64- 0.53% |
$5.71K - $7.83K
|
12.1K
$1.4M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-60- 1.12% |
$5.36K - $7.34K
|
5.29K
$614K
|