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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-299- 7.89% |
$27.6K - $35.2K
|
3.49K
$379K
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-25K- 3.79% |
$2.31M - $2.94M
|
634K
$68.9M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.18K- 6.42% |
$756K - $962K
|
119K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.54K- 2.88% |
$142K - $181K
|
51.8K
$5.62M
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18.9K- 13.01% |
$1.74M - $2.22M
|
126K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.04K+ 6.37% |
$189K - $240K
|
34.1K
$3.71M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.43K+ 163.89% |
$779K - $992K
|
13.6K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-18.2K- 78.15% |
$1.68M - $2.14M
|
5.09K
$553K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
801+ 9.47% |
$74K - $94.2K
|
9.26K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5.06K+ 2.52% |
$468K - $595K
|
206K
$22.4M
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
119KNew |
$11M - $14M
|
119K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
15.3KNew |
$1.41M - $1.79M
|
15.3K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
1.25MNew |
$115M - $147M
|
1.25M
$136M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-22.1K- 37.11% |
$2.04M - $2.6M
|
37.4K
$4.07M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
CALL |
-125K- 92.57% |
$11.5M - $14.7M
|
10K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
49.2KNew |
$4.54M - $5.78M
|
49.2K
$5.34M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.27M- 6.53% |
$117M - $149M
|
18.1M
$1.97B
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-17.9K- 2.17% |
$1.65M - $2.11M
|
808K
$87.8M
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
687+ 10.38% |
$63.5K - $80.8K
|
7.31K
$794K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
183+ 4.08% |
$16.9K - $21.5K
|
4.67K
$507K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-299- 0.81% |
$27.6K - $35.2K
|
36.6K
$3.97M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
291+ 2.15% |
$26.9K - $34.2K
|
13.8K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-148- 1.93% |
$13.7K - $17.4K
|
7.54K
$819K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-57.9K- 81.95% |
$5.35M - $6.81M
|
12.8K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
69.9K+ 59.61% |
$6.46M - $8.22M
|
187K
$20.3M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1.1KNew |
$102K - $129K
|
1.1K
$120K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 22.45% |
$105K - $133K
|
3.91K
$425K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.99K+ 6.39% |
$183K - $234K
|
33K
$3.59M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-367- 1.83% |
$33.9K - $43.2K
|
19.7K
$2.14M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.72K- 6.72% |
$713K - $908K
|
107K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.02K+ 20.38% |
$94.1K - $120K
|
6.02K
$654K
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-638- 5.71% |
$58.9K - $75K
|
10.5K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.72K+ 1.14% |
$252K - $320K
|
242K
$26.3M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-8.62K- 3.16% |
$797K - $1.01M
|
265K
$28.8M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
510+ 5.89% |
$47.1K - $60K
|
9.18K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-89.7K- 50.55% |
$8.29M - $10.6M
|
87.8K
$9.54M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-37.6K- 22.02% |
$3.47M - $4.42M
|
133K
$14.5M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-36.8K- 21.28% |
$3.4M - $4.32M
|
136K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.25K- 28.43% |
$208K - $264K
|
5.66K
$614K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-749- 15.17% |
$69.2K - $88.1K
|
4.19K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.64K- 16.27% |
$151K - $193K
|
8.43K
$916K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.48K- 8.34% |
$136K - $174K
|
16.2K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
356+ 0.29% |
$32.9K - $41.9K
|
124K
$13.4M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.29KNew |
$397K - $505K
|
4.29K
$466K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17.1K+ 141.63% |
$1.58M - $2.01M
|
29.1K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
45New |
$4.16K - $5.29K
|
45
$4.89K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
231+ 1.88% |
$21.3K - $27.2K
|
12.5K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-250K- 46.58% |
$23.1M - $29.4M
|
287K
$31.1M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-43- 0.57% |
$3.97K - $5.06K
|
7.56K
$822K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-825- 5.26% |
$76.2K - $97K
|
14.9K
$1.61M
|