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 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
42+ 0.74% |
$3.88K - $4.94K
|
5.74K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.95K+ 0.9% |
$273K - $347K
|
331K
$36M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.85K- 1.91% |
$633K - $806K
|
352K
$38.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.22K+ 10.84% |
$390K - $496K
|
43.1K
$4.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4KNew |
$370K - $471K
|
4K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
82+ 3.42% |
$7.58K - $9.64K
|
2.48K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.34% |
$4.62K - $5.88K
|
14.5K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.03K- 37.04% |
$95.2K - $121K
|
1.75K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
780+ 15.65% |
$72.1K - $91.7K
|
5.77K
$626K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
117+ 11.7% |
$10.8K - $13.8K
|
1.12K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-250- 10.29% |
$23.1K - $29.4K
|
2.18K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-128- 0.75% |
$11.8K - $15.1K
|
16.9K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
134K+ 2432.56% |
$12.4M - $15.8M
|
140K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-440- 1.5% |
$40.7K - $51.7K
|
28.8K
$3.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.02% |
$2.77K - $3.53K
|
155K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-941- 13.42% |
$86.9K - $111K
|
6.07K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-513- 3.16% |
$47.4K - $60.3K
|
15.7K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-16K- 34.93% |
$1.48M - $1.88M
|
29.7K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
352+ 1.53% |
$32.5K - $41.4K
|
23.4K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
309+ 5.31% |
$28.5K - $36.3K
|
6.13K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-525- 4.38% |
$48.5K - $61.7K
|
11.5K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-901- 2.07% |
$83.2K - $106K
|
42.5K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
48+ 0.01% |
$4.43K - $5.64K
|
398K
$43.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
687+ 8.87% |
$63.5K - $80.8K
|
8.44K
$917K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.1K+ 46.95% |
$102K - $129K
|
3.45K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-13.2K- 69.84% |
$1.22M - $1.56M
|
5.72K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.72K+ 10.23% |
$159K - $203K
|
18.6K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
26.3K+ 1548.73% |
$2.43M - $3.09M
|
28K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.93K+ 13.97% |
$178K - $226K
|
15.7K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.68K- 3.71% |
$433K - $551K
|
122K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.1K- 9.88% |
$1.31M - $1.66M
|
129K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.26K- 1.12% |
$301K - $384K
|
289K
$31.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.14K- 6.38% |
$105K - $133K
|
16.7K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 3.05% |
$43.5K - $55.4K
|
15K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
236+ 6.01% |
$21.8K - $27.8K
|
4.16K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-38- 0.22% |
$3.51K - $4.47K
|
17.1K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-32- 0.01% |
$2.96K - $3.76K
|
269K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
172+ 2.33% |
$15.9K - $20.2K
|
7.55K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 2.38% |
$9.24K - $11.8K
|
4.11K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-130- 2.18% |
$12K - $15.3K
|
5.84K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.31KNew |
$306K - $389K
|
3.31K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.6K- 11.81% |
$148K - $188K
|
12K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-90- 0.37% |
$8.32K - $10.6K
|
24.1K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.65KNew |
$245K - $312K
|
2.65K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
97+ 4.1% |
$8.96K - $11.4K
|
2.46K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.98KNew |
$183K - $233K
|
1.98K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.39K- 7.15% |
$129K - $164K
|
18.1K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
309+ 6.49% |
$28.5K - $36.3K
|
5.07K
$551K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
23.7K+ 3.81% |
$2.19M - $2.78M
|
645K
$70M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.36KNew |
$218K - $277K
|
2.36K
$256K
|