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 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.33K- 4.51% |
$308K - $391K
|
70.5K
$7.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 3.99% |
$14K - $17.8K
|
3.63K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
638+ 9.61% |
$58.9K - $75K
|
7.28K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$2.31K - $2.94K
|
3.68K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
452+ 2.25% |
$41.8K - $53.2K
|
20.5K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 4.98% |
$10.4K - $13.3K
|
2.16K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.81K- 4.88% |
$259K - $330K
|
54.7K
$6.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 43.38% |
$151K - $192K
|
2.13K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.07KNew |
$191K - $243K
|
2.07K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-630- 4.32% |
$58.2K - $74.1K
|
14K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1- 3.13% |
$92.4 - $118
|
31
$3.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
125+ 2.2% |
$11.5K - $14.7K
|
5.81K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-125- 2.09% |
$11.5K - $14.7K
|
5.87K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$8.68K - $11.1K
|
94
$10.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.17% |
$48.5K - $61.7K
|
45.6K
$5.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
23.3K+ 6.29% |
$2.15M - $2.73M
|
393K
$43.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.19K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.79% |
$23.4K - $29.8K
|
14.4K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
643+ 1.25% |
$59.4K - $75.6K
|
52.1K
$5.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 10.46% |
$1.23M - $1.57M
|
141K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 4.97% |
$13.3K - $16.9K
|
3.04K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.11% |
$4.8K - $6.12K
|
45.4K
$5.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.53% |
$128K - $163K
|
53.3K
$5.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-917- 11.08% |
$84.7K - $108K
|
7.36K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-147- 3.78% |
$13.6K - $17.3K
|
3.74K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-94- 0.71% |
$8.68K - $11.1K
|
13.2K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-221- 22.48% |
$20.4K - $26K
|
762
$84.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-113- 4.62% |
$10.4K - $13.3K
|
2.34K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
17+ 1.27% |
$1.57K - $2K
|
1.36K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-2- 0.02% |
$185 - $235
|
12.7K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.44% |
$924 - $1.18K
|
2.27K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-718- 3.11% |
$66.3K - $84.4K
|
22.4K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
13.5K+ 196.18% |
$1.25M - $1.59M
|
20.4K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.51K+ 9.25% |
$139K - $177K
|
17.8K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-38.9K- 35.2% |
$3.6M - $4.58M
|
71.7K
$7.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
778+ 5.97% |
$71.9K - $91.5K
|
13.8K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.3K- 4.58% |
$120K - $153K
|
27.1K
$3.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
372+ 1.22% |
$34.4K - $43.7K
|
30.8K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-910- 5.08% |
$84.1K - $107K
|
17K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-67- 0.62% |
$6.19K - $7.88K
|
10.7K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
308+ 2.34% |
$28.5K - $36.2K
|
13.5K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.17% |
$9.24K - $11.8K
|
59.3K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
334+ 8.93% |
$30.9K - $39.3K
|
4.08K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 10.09% |
$6.47K - $8.23K
|
764
$85K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-640- 1.51% |
$59.1K - $75.3K
|
41.7K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
979+ 11.78% |
$90.4K - $115K
|
9.29K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
443+ 6.58% |
$40.9K - $52.1K
|
7.17K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
443New |
$40.9K - $52.1K
|
443
$49.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 4.42% |
$14K - $17.8K
|
3.26K
$363K
|