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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4.82K- 48.53% |
$445K - $566K
|
5.11K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170- 4.45% |
$15.7K - $20K
|
3.65K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12New |
$1.11K - $1.41K
|
12
$1.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.39% |
$924 - $1.18K
|
2.55K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.08KNew |
$377K - $480K
|
4.08K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.05K+ 1.65% |
$282K - $359K
|
188K
$20.4M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-719- 1.58% |
$66.4K - $84.6K
|
44.8K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-1.54K- 26.69% |
$142K - $181K
|
4.22K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-792- 11.95% |
$73.2K - $93.1K
|
5.84K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.42K+ 16.53% |
$131K - $167K
|
10K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
255+ 1.58% |
$23.6K - $30K
|
16.4K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.19K+ 5.14% |
$294K - $375K
|
65.1K
$7.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.03K+ 30.94% |
$187K - $239K
|
8.59K
$933K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 8.47% |
$462 - $588
|
64
$6.95K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
181+ 0.31% |
$16.7K - $21.3K
|
59.3K
$6.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
105+ 4.12% |
$9.7K - $12.3K
|
2.66K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.71KNew |
$158K - $201K
|
1.71K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90New |
$8.32K - $10.6K
|
90
$9.78K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
6.49K+ 8.64% |
$600K - $763K
|
81.6K
$8.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
342+ 14.79% |
$31.6K - $40.2K
|
2.66K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-16.1K- 24.02% |
$1.48M - $1.89M
|
50.8K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
96+ 2.16% |
$8.87K - $11.3K
|
4.54K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.11KNew |
$195K - $248K
|
2.11K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$29K - $36.9K
|
314
$34.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-4.86K- 26.46% |
$449K - $572K
|
13.5K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-99- 3.24% |
$9.15K - $11.6K
|
2.95K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-4.62K- 2.71% |
$426K - $543K
|
165K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-508- 10.53% |
$46.9K - $59.7K
|
4.32K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
148+ 17.68% |
$13.7K - $17.4K
|
985
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-979- 19.6% |
$90.4K - $115K
|
4.02K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 9.12% |
$180K - $229K
|
19.4K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.98K- 5.86% |
$645K - $821K
|
112K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.22K- 2.98% |
$667K - $849K
|
235K
$25.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.34K+ 0.6% |
$216K - $275K
|
392K
$42.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-324- 11.03% |
$29.9K - $38.1K
|
2.61K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
46+ 1.39% |
$4.25K - $5.41K
|
3.37K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-300- 7.89% |
$27.7K - $35.3K
|
3.5K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
382New |
$35.3K - $44.9K
|
382
$41.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
750+ 2.66% |
$69.3K - $88.2K
|
29K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-121- 3.34% |
$11.2K - $14.2K
|
3.5K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47.3K+ 15.34% |
$4.37M - $5.56M
|
355K
$38.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.46K- 1.83% |
$227K - $289K
|
132K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-420- 1.35% |
$38.8K - $49.4K
|
30.6K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-552- 4.31% |
$51K - $64.9K
|
12.3K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850+ 2428.57% |
$78.5K - $100K
|
885
$96.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-170- 2.99% |
$15.7K - $20K
|
5.53K
$600K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.11KNew |
$194K - $248K
|
2.11K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23K+ 118.92% |
$391K - $497K
|
7.79K
$846K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-356- 1.37% |
$32.9K - $41.9K
|
25.5K
$2.77M
|