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 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
488+ 5.27% |
$45.1K - $57.4K
|
9.76K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.03K+ 20.3% |
$557K - $709K
|
35.7K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.48K+ 1.4% |
$137K - $174K
|
107K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 1.96% |
$462 - $588
|
250
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.26K+ 5048.0% |
$117K - $148K
|
1.29K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 1.3% |
$1.85K - $2.35K
|
1.56K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
2.81KNew |
$260K - $331K
|
2.81K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
4.18KNew |
$386K - $492K
|
4.18K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
398New |
$36.8K - $46.8K
|
398
$43.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16.5K- 1.52% |
$1.53M - $1.94M
|
1.07M
$116M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.37K- 26.3% |
$127K - $161K
|
3.84K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-47.1K- 46.5% |
$4.35M - $5.54M
|
54.2K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
179New |
$16.5K - $21.1K
|
179
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-5.03K- 13.16% |
$465K - $592K
|
33.2K
$3.61M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.05K- 5.48% |
$466K - $594K
|
87K
$9.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
93+ 1.95% |
$8.59K - $10.9K
|
4.86K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 1.17% |
$2.31K - $2.94K
|
2.12K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-5.64K- 16.1% |
$521K - $664K
|
29.4K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.65K- 9.68% |
$337K - $429K
|
34K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 5.03% |
$28.5K - $36.2K
|
5.82K
$632K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-236- 2.63% |
$21.8K - $27.8K
|
8.73K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-786- 2.15% |
$72.6K - $92.4K
|
35.8K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-266- 2.92% |
$24.6K - $31.3K
|
8.85K
$962K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.23KNew |
$206K - $262K
|
2.23K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
6.74KNew |
$623K - $793K
|
6.74K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-6.98K- 7.19% |
$645K - $821K
|
90.1K
$9.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
248+ 5.5% |
$22.9K - $29.2K
|
4.75K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-502- 7.2% |
$46.4K - $59K
|
6.47K
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 0.9% |
$18.4K - $23.4K
|
22.3K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.72K+ 54.58% |
$805K - $1.02M
|
24.7K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.68K+ 160.23% |
$894K - $1.14M
|
15.7K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.27K+ 18.63% |
$210K - $267K
|
14.5K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.6K+ 28.24% |
$333K - $424K
|
16.4K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.16K+ 20.66% |
$292K - $372K
|
18.5K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
10.4KNew |
$964K - $1.23M
|
10.4K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.38KNew |
$128K - $163K
|
1.38K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.68K- 23.12% |
$248K - $315K
|
8.92K
$969K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.17K- 3.93% |
$570K - $725K
|
151K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
611+ 0.58% |
$56.5K - $71.9K
|
106K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-29- 2.09% |
$2.68K - $3.41K
|
1.36K
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.7K+ 20.29% |
$4.87M - $6.2M
|
313K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.97K+ 10.3% |
$459K - $585K
|
53.3K
$5.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
44.2KNew |
$4.08M - $5.2M
|
44.2K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-239- 0.41% |
$22.1K - $28.1K
|
57.4K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
39.9K+ 1.08% |
$3.69M - $4.69M
|
3.74M
$407M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91KNew |
$176K - $224K
|
1.91K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-16.3K- 5.22% |
$1.51M - $1.92M
|
296K
$32.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 0.2% |
$4.16K - $5.29K
|
22.1K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-4.3K- 1.77% |
$397K - $506K
|
239K
$26M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14.5KNew |
$1.34M - $1.71M
|
14.5K
$1.58M
|