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 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.88KNew |
$173K - $221K
|
1.88K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
270+ 2.79% |
$24.9K - $31.8K
|
9.93K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
970+ 13.24% |
$89.6K - $114K
|
8.3K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-308- 11.2% |
$28.5K - $36.2K
|
2.44K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-323- 0.66% |
$29.8K - $38K
|
49K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
397+ 4.07% |
$36.7K - $46.7K
|
10.2K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.2K- 90.44% |
$388K - $494K
|
444
$50.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-110- 5.05% |
$10.2K - $12.9K
|
2.07K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-131- 5.56% |
$12.1K - $15.4K
|
2.22K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-62.5K- 8.45% |
$5.77M - $7.35M
|
677K
$76.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.44K- 70.6% |
$410K - $522K
|
1.85K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.43KNew |
$317K - $404K
|
3.43K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-175- 9.81% |
$16.2K - $20.6K
|
1.61K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-61.7K- 6.24% |
$5.7M - $7.26M
|
927K
$105M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
116K+ 1472.04% |
$10.7M - $13.6M
|
124K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
507+ 0.84% |
$46.8K - $59.6K
|
60.8K
$6.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 4.87% |
$11.2K - $14.2K
|
2.37K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14.9KNew |
$1.38M - $1.75M
|
14.9K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 4.14% |
$16.2K - $20.6K
|
4.05K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 27.38% |
$524K - $667K
|
15.1K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-9.01K- 16.36% |
$832K - $1.06M
|
46K
$5.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.05K- 26.14% |
$559K - $711K
|
17.1K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-17.8K- 64.81% |
$1.65M - $2.09M
|
9.67K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.32K+ 6.93% |
$861K - $1.1M
|
144K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-227- 3.28% |
$21K - $26.7K
|
6.69K
$757K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.41KNew |
$315K - $401K
|
3.41K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14.3K+ 64.77% |
$1.32M - $1.68M
|
36.3K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9K- 99.9% |
$1.29M - $1.64M
|
14
$1.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-304- 4.12% |
$28.1K - $35.8K
|
7.08K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-190- 2.43% |
$17.6K - $22.3K
|
7.62K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 38.65% |
$1.24M - $1.58M
|
48.2K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
111+ 3.92% |
$10.3K - $13.1K
|
2.94K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-2.53K- 2.78% |
$233K - $297K
|
88.4K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-375- 3.8% |
$34.6K - $44.1K
|
9.49K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 16.45% |
$2.31K - $2.94K
|
177
$20K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
3.1KNew |
$287K - $365K
|
3.1K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 5.9% |
$133K - $170K
|
25.9K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.25K+ 5.29% |
$115K - $146K
|
24.8K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 10.12% |
$59.6K - $75.9K
|
7.02K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-2.5K- 8.33% |
$231K - $294K
|
27.5K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-25- 8.33% |
$2.31K - $2.94K
|
275
$31.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79K+ 4.9% |
$166K - $211K
|
38.4K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.25% |
$185 - $235
|
787
$89K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.82KNew |
$168K - $214K
|
1.82K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.8KNew |
$1.37M - $1.74M
|
14.8K
$1.68M
|