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, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-40- 1.44% |
$3.7K - $4.7K
|
2.74K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
498+ 20.77% |
$46K - $58.6K
|
2.9K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-57- 0.72% |
$5.27K - $6.7K
|
7.84K
$869K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-551- 4.32% |
$50.9K - $64.8K
|
12.2K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.7K+ 5.37% |
$1.54M - $1.97M
|
328K
$36.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-100- 2.92% |
$9.24K - $11.8K
|
3.33K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
146+ 5.74% |
$13.5K - $17.2K
|
2.69K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
669+ 13.28% |
$61.8K - $78.7K
|
5.71K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-673- 23.27% |
$62.2K - $79.1K
|
2.22K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.96KNew |
$181K - $231K
|
1.96K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-101K- 98.96% |
$9.34M - $11.9M
|
1.06K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 700.0% |
$647 - $823
|
8
$887
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
13KNew |
$1.2M - $1.52M
|
13K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.21KNew |
$389K - $496K
|
4.21K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-159- 0.04% |
$14.7K - $18.7K
|
395K
$43.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.16K+ 1.19% |
$476K - $606K
|
438K
$48.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
169K+ 3.8% |
$15.7M - $19.9M
|
4.63M
$514M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-400- 2.75% |
$37K - $47K
|
14.1K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.8K+ 60.0% |
$166K - $212K
|
4.8K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
426+ 1.31% |
$39.4K - $50.1K
|
32.9K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
631+ 0.5% |
$58.3K - $74.2K
|
127K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-250- 9.33% |
$23.1K - $29.4K
|
2.43K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.75KNew |
$439K - $559K
|
4.75K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.16K- 3.12% |
$200K - $254K
|
67.1K
$7.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
389+ 9.59% |
$35.9K - $45.7K
|
4.45K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-30- 0.19% |
$2.77K - $3.53K
|
15.8K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-136- 4.29% |
$12.6K - $16K
|
3.04K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.24KNew |
$207K - $263K
|
2.24K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.25K- 50.89% |
$578K - $735K
|
6.03K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-11.1K- 10.21% |
$1.03M - $1.31M
|
97.9K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.97K- 16.9% |
$182K - $232K
|
9.71K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.04% |
$92.4 - $118
|
2.7K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 7.99% |
$264K - $336K
|
32.9K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.27K+ 13.23% |
$302K - $385K
|
28K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.17K- 26.48% |
$201K - $256K
|
6.03K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-165- 2.68% |
$15.2K - $19.4K
|
6K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-8.91K- 16.01% |
$823K - $1.05M
|
46.7K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.41K+ 8.43% |
$222K - $283K
|
31K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32+ 0.94% |
$2.96K - $3.76K
|
3.44K
$381K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72.1K- 63.76% |
$6.66M - $8.48M
|
41K
$4.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
2.12KNew |
$196K - $250K
|
2.12K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-245- 9.25% |
$22.6K - $28.8K
|
2.41K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.07K- 24.49% |
$98.6K - $125K
|
3.29K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.96K+ 14.25% |
$643K - $818K
|
55.8K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
935+ 14.27% |
$86.4K - $110K
|
7.49K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-321- 2.33% |
$29.7K - $37.7K
|
13.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-298- 3.18% |
$27.5K - $35K
|
9.08K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.37K+ 66.63% |
$219K - $279K
|
5.94K
$658K
|