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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.37K+ 6.29% |
$505K - $612K
|
108K
$11.9M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-301- 5.04% |
$23.9K - $28.9K
|
5.67K
$627K
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$265K
|
|
Jan 25, 2024
Q4 2023
|
Zenyatta Capital Management LP
|
SELL
|
- |
-125K- 83.33% |
$9.92M - $12M
|
25K
$2.76M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.37% |
$1.67K - $2.02K
|
5.64K
$623K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 16.67% |
$793 - $961
|
70
$7.74K
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2K- 11.39% |
$159K - $192K
|
15.6K
$1.72M
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.69K+ 15.97% |
$214K - $259K
|
19.6K
$2.16M
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-64- 2.27% |
$5.08K - $6.15K
|
2.76K
$305K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-287- 10.66% |
$22.8K - $27.6K
|
2.41K
$266K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-325- 4.44% |
$25.8K - $31.2K
|
7K
$774K
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-11.6K- 80.01% |
$922K - $1.12M
|
2.9K
$321K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 5.97% |
$112K - $136K
|
25.2K
$2.78M
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$249K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-500- 62.5% |
$39.7K - $48K
|
300
$33.2K
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.26K- 20.59% |
$100K - $121K
|
4.87K
$538K
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-20.1K- 82.85% |
$1.59M - $1.93M
|
4.15K
$459K
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-579- 18.66% |
$45.9K - $55.6K
|
2.52K
$279K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$85.9K - $104K
|
1.08K
$120K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-923- 14.54% |
$73.2K - $88.7K
|
5.42K
$599K
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.2K+ 38.46% |
$95.2K - $115K
|
4.32K
$477K
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.49% |
$476 - $576
|
1.22K
$134K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.92K+ 19.33% |
$232K - $280K
|
18K
$1.99M
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$714 - $865
|
3
$332
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$536K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.46K- 11.16% |
$116K - $140K
|
11.6K
$1.28M
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-39- 8.25% |
$3.09K - $3.75K
|
434
$48K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.78K+ 40.04% |
$221K - $267K
|
9.73K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-2.73K- 42.93% |
$217K - $263K
|
3.63K
$402K
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-5- 0.12% |
$397 - $480
|
4K
$442K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
42+ 0.84% |
$3.33K - $4.03K
|
5.05K
$558K
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.68K- 14.35% |
$134K - $162K
|
10.1K
$1.11M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-954- 2.4% |
$75.7K - $91.6K
|
38.7K
$4.28M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-43.2K- 6.98% |
$3.42M - $4.15M
|
575K
$63.6M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-208- 8.0% |
$16.5K - $20K
|
2.39K
$264K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.51K- 40.41% |
$199K - $241K
|
3.7K
$409K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$222K - $269K
|
2.8K
$309K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
5.13K+ 131.14% |
$407K - $493K
|
9.04K
$999K
|
|
Q3 2023 | |||||||
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$1.61M - $1.85M
|
0
$0
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-4.03K- 3.11% |
$322K - $370K
|
126K
$13.9M
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.5KNew |
$200K - $229K
|
2.5K
$276K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4.29K+ 161.7% |
$342K - $393K
|
6.94K
$767K
|
|
Dec 14, 2023
Q3 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
100New |
$7.99K - $9.18K
|
100
$11.1K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27- 8.46% |
$2.16K - $2.48K
|
292
$32.3K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 5.15% |
$4.07K - $4.68K
|
940
$104K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.06K- 29.05% |
$244K - $281K
|
7.47K
$826K
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
22.6K+ 30.91% |
$1.8M - $2.07M
|
95.7K
$10.6M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.1K+ 6.32% |
$168K - $192K
|
35.3K
$3.9M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
149New |
$11.9K - $13.7K
|
149
$16.5K
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$680K - $781K
|
8.52K
$941K
|