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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.8K- 19.52% |
$1.56M - $1.98M
|
69.4K
$6.9M
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
BUY
|
- |
83.8K+ 99.73% |
$7.75M - $9.86M
|
168K
$16.7M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
454+ 5.9% |
$41.9K - $53.4K
|
8.15K
$810K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-140- 1.31% |
$12.9K - $16.5K
|
10.5K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.2K+ 102.89% |
$573K - $729K
|
12.2K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 18253.97% |
$1.06M - $1.35M
|
11.6K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$103K - $131K
|
1.12K
$111K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
298+ 5.71% |
$27.5K - $35K
|
5.52K
$549K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.49K
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.1KNew |
$194K - $246K
|
2.1K
$208K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
27New |
$2.49K - $3.18K
|
27
$2.69K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-534- 15.99% |
$49.3K - $62.8K
|
2.81K
$279K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-295- 3.05% |
$27.3K - $34.7K
|
9.36K
$931K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-28.1K- 53.92% |
$2.6M - $3.31M
|
24.1K
$2.39M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.2K- 10.17% |
$1.31M - $1.67M
|
125K
$12.4M
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.94M- 22.49% |
$179M - $228M
|
6.67M
$664M
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
587+ 7.71% |
$54.2K - $69K
|
8.2K
$815K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.3K+ 21.09% |
$1.14M - $1.45M
|
70.7K
$7.03M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.06K+ 7.4% |
$98.1K - $125K
|
15.4K
$1.53M
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.58K+ 4.9% |
$331K - $421K
|
76.7K
$7.62M
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-550- 3.46% |
$50.8K - $64.7K
|
15.3K
$1.52M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
197+ 0.32% |
$18.2K - $23.2K
|
61.4K
$6.11M
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.97K+ 64.33% |
$459K - $584K
|
12.7K
$1.26M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 0.57% |
$173K - $220K
|
329K
$32.7M
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-10.1K- 27.23% |
$934K - $1.19M
|
27K
$2.69M
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
252KNew |
$23.3M - $29.7M
|
252K
$25.1M
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-308- 0.73% |
$28.5K - $36.2K
|
41.8K
$4.16M
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
160KNew |
$14.8M - $18.8M
|
160K
$15.9M
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.03KNew |
$465K - $592K
|
5.03K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.86KNew |
$541K - $689K
|
5.86K
$582K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.2K- 0.63% |
$3.07M - $3.91M
|
5.25M
$522M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
98.6KNew |
$9.11M - $11.6M
|
98.6K
$9.81M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.53K- 22.69% |
$141K - $180K
|
5.21K
$518K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-626- 0.84% |
$57.8K - $73.6K
|
73.9K
$7.35M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 7.68% |
$26.1M - $33.3M
|
3.96M
$394M
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.21K- 1.99% |
$112K - $142K
|
59.3K
$5.9M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-359- 2.21% |
$33.2K - $42.2K
|
15.9K
$1.58M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
98+ 0.43% |
$9.05K - $11.5K
|
22.7K
$2.25M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 1.7% |
$1.94K - $2.47K
|
1.22K
$121K
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
875+ 3.08% |
$80.8K - $103K
|
29.3K
$2.91M
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
41.7K+ 54.7% |
$3.85M - $4.9M
|
118K
$11.7M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10K- 6.83% |
$927K - $1.18M
|
137K
$13.6M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-207- 1.19% |
$19.1K - $24.3K
|
17.1K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.22K- 13.27% |
$574K - $731K
|
40.6K
$4.04M
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$92.4 - $118
|
67.8K
$6.74M
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-60- 1.44% |
$5.54K - $7.06K
|
4.11K
$408K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-12- 0.52% |
$1.11K - $1.41K
|
2.31K
$229K
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
3.9KNew |
$360K - $459K
|
3.9K
$388K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.46KNew |
$135K - $172K
|
1.46K
$146K
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8.71K- 88.34% |
$805K - $1.02M
|
1.15K
$114K
|