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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
19.2KNew |
$1.71M - $2.35M
|
19.2K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.9KNew |
$170K - $233K
|
1.9K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
SELL
|
- |
-110K- 43.63% |
$9.82M - $13.5M
|
142K
$15.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-813- 1.12% |
$72.6K - $99.5K
|
72K
$8.01M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.52K- 39.08% |
$136K - $186K
|
2.37K
$264K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$155K - $212K
|
1.73K
$192K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$188K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$103K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$10.7K - $14.7K
|
120
$13.3K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-70- 25.09% |
$6.25K - $8.57K
|
209
$23.2K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.63KNew |
$592K - $812K
|
6.63K
$738K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$9.67K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-29- 0.06% |
$2.59K - $3.55K
|
50.5K
$5.62M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.02K- 6.09% |
$91.1K - $125K
|
15.7K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$321K - $440K
|
3.6K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
74.3KNew |
$6.64M - $9.09M
|
74.3K
$8.26M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
13.8KNew |
$1.23M - $1.69M
|
13.8K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$281K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.7K- 75.49% |
$1.67M - $2.29M
|
6.09K
$677K
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
SELL
|
- |
-30K- 34.69% |
$2.68M - $3.67M
|
56.5K
$6.28M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 2.38% |
$8.48K - $11.6K
|
3.91K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
10K+ 40.0% |
$893K - $1.22M
|
35K
$3.89M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53+ 1.53% |
$4.73K - $6.49K
|
3.53K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10KNew |
$893K - $1.22M
|
10K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
PUT |
10KNew |
$893K - $1.22M
|
10K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$185K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.05KNew |
$183K - $250K
|
2.05K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
59.2KNew |
$5.28M - $7.24M
|
59.2K
$6.58M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$195K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
106+ 4.1% |
$9.46K - $13K
|
2.69K
$299K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 1.89% |
$98.1K - $134K
|
59.2K
$6.58M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-59- 1.84% |
$5.27K - $7.22K
|
3.15K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-736- 17.71% |
$65.7K - $90.1K
|
3.42K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.16% |
$2.32K - $3.18K
|
16.3K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.99KNew |
$177K - $243K
|
1.99K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
56.3KNew |
$5.02M - $6.88M
|
56.3K
$6.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$195K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-317- 4.57% |
$28.3K - $38.8K
|
6.61K
$735K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10- 4.05% |
$893 - $1.22K
|
237
$26.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-56.1K- 95.86% |
$5.01M - $6.87M
|
2.43K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.73KNew |
$154K - $211K
|
1.73K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$291K
|