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 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3K+ 3.59% |
$277K - $353K
|
86.7K
$9.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.87KNew |
$357K - $455K
|
3.87K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
207+ 2.37% |
$19.1K - $24.3K
|
8.94K
$991K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-81- 1.0% |
$7.48K - $9.53K
|
8.01K
$888K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.56K+ 3.84% |
$236K - $301K
|
69.1K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 2.14% |
$24.3K - $30.9K
|
12.5K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.48K+ 31.25% |
$229K - $291K
|
10.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.4K- 30.85% |
$130K - $165K
|
3.14K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.89KNew |
$175K - $222K
|
1.89K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-294- 3.69% |
$27.2K - $34.6K
|
7.67K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-305- 3.6% |
$28.2K - $35.9K
|
8.18K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
870+ 2.65% |
$80.4K - $102K
|
33.7K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
538+ 0.75% |
$49.7K - $63.3K
|
72.6K
$8.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.73K+ 6.88% |
$159K - $203K
|
26.8K
$2.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-186- 2.95% |
$17.2K - $21.9K
|
6.11K
$678K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.97K- 3.69% |
$182K - $231K
|
51.4K
$5.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
859+ 31.52% |
$79.4K - $101K
|
3.58K
$397K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2KNew |
$184K - $235K
|
2K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
129K+ 6062.97% |
$11.9M - $15.1M
|
131K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.72K+ 21.87% |
$436K - $555K
|
26.3K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.43KNew |
$224K - $285K
|
2.43K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
94+ 0.98% |
$8.68K - $11.1K
|
9.66K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.11K- 1.28% |
$103K - $131K
|
85.8K
$9.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.16K- 3.85% |
$384K - $489K
|
104K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
161+ 7.7% |
$14.9K - $18.9K
|
2.25K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.31K- 7.47% |
$121K - $153K
|
16.2K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-15- 0.4% |
$1.39K - $1.76K
|
3.77K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.96KNew |
$181K - $230K
|
1.96K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-18.1K- 71.71% |
$1.67M - $2.13M
|
7.13K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.77M- 90.87% |
$163M - $208M
|
178K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 38.67% |
$102K - $129K
|
3.94K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-135- 2.08% |
$12.5K - $15.9K
|
6.35K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-229- 3.7% |
$21.2K - $26.9K
|
5.96K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
156+ 0.48% |
$14.4K - $18.3K
|
32.6K
$3.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-307- 0.24% |
$28.4K - $36.1K
|
129K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
471+ 2.96% |
$43.5K - $55.4K
|
16.4K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.69K+ 2.1% |
$156K - $199K
|
82.3K
$9.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-128- 2.22% |
$11.8K - $15.1K
|
5.63K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
264+ 8.36% |
$24.4K - $31K
|
3.42K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
855+ 21.93% |
$79K - $101K
|
4.75K
$527K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
496+ 7.86% |
$45.8K - $58.3K
|
6.81K
$755K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.46K+ 441.05% |
$412K - $524K
|
5.47K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-446- 17.98% |
$41.2K - $52.4K
|
2.03K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 53.21% |
$979K - $1.25M
|
30.5K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.64K+ 4.02% |
$151K - $193K
|
42.4K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-119- 0.47% |
$11K - $14K
|
25.2K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.2K- 7.36% |
$204K - $259K
|
27.7K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
159+ 3.87% |
$14.7K - $18.7K
|
4.26K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-400- 12.4% |
$37K - $47K
|
2.83K
$313K
|