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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-272- 5.87% |
$23.3K - $26.8K
|
4.36K
$485K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200New |
$17.1K - $19.7K
|
200
$22.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-438- 9.85% |
$37.5K - $43.2K
|
4.01K
$446K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.33K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$85.6 - $98.6
|
12.8K
$1.42M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11+ 0.4% |
$942 - $1.08K
|
2.74K
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.91% |
$85.6 - $98.6
|
111
$12.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.57K - $2.96K
|
3.65K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$64.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-282- 2.49% |
$24.1K - $27.8K
|
11.1K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-185- 0.39% |
$15.8K - $18.2K
|
46.8K
$5.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-48- 2.1% |
$4.11K - $4.73K
|
2.24K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-17- 0.73% |
$1.46K - $1.68K
|
2.31K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
380+ 1.88% |
$32.5K - $37.5K
|
20.6K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-714- 20.61% |
$61.1K - $70.4K
|
2.75K
$306K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 1.99% |
$2.74K - $3.16K
|
1.57K
$175K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-56- 2.51% |
$4.79K - $5.52K
|
2.17K
$242K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.81% |
$12.8K - $14.8K
|
2.43K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-43- 0.82% |
$3.68K - $4.24K
|
5.2K
$578K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-281- 11.28% |
$24.1K - $27.7K
|
2.21K
$246K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-130- 4.64% |
$11.1K - $12.8K
|
2.67K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
500New |
$42.8K - $49.3K
|
500
$55.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-50- 2.12% |
$4.28K - $4.93K
|
2.3K
$256K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-13- 0.53% |
$1.11K - $1.28K
|
2.42K
$269K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.76% |
$1.03K - $1.18K
|
1.58K
$176K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-9- 0.17% |
$770 - $887
|
5.2K
$578K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-91- 0.98% |
$7.79K - $8.97K
|
9.17K
$1.02M
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
70.6K+ 32.42% |
$7.01M - $8.68M
|
289K
$32.1M
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37+ 1.47% |
$3.67K - $4.54K
|
2.55K
$284K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18+ 0.48% |
$1.79K - $2.21K
|
3.74K
$416K
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-25.4KClosed |
$2.53M - $3.12M
|
0
$0
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 7.19% |
$223K - $275K
|
33.4K
$3.72M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.17KClosed |
$215K - $266K
|
0
$0
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
49.5K+ 49.62% |
$4.92M - $6.08M
|
149K
$16.6M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
62.1K+ 452.29% |
$6.17M - $7.63M
|
75.8K
$8.43M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-270Closed |
$26.8K - $33.2K
|
0
$0
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-60- 2.56% |
$5.96K - $7.37K
|
2.28K
$254K
|
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.3KNew |
$327K - $405K
|
3.3K
$367K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.12KNew |
$509K - $629K
|
5.12K
$570K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-350- 12.61% |
$34.8K - $43K
|
2.43K
$270K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-80- 20.15% |
$7.94K - $9.83K
|
317
$35.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
34.6K+ 30.73% |
$3.44M - $4.25M
|
147K
$16.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
39.7KNew |
$3.94M - $4.87M
|
39.7K
$4.41M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
321New |
$31.9K - $39.4K
|
321
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
59.5KNew |
$5.91M - $7.31M
|
59.5K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1.72KNew |
$171K - $211K
|
1.72K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.2K+ 102.79% |
$516K - $638K
|
10.3K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
6.75K+ 115.14% |
$671K - $830K
|
12.6K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
45.9KNew |
$4.56M - $5.64M
|
45.9K
$5.1M
|
|