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
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.5K- 82.06% |
$878K - $1.12M
|
2.08K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$3.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
48+ 6.52% |
$4.43K - $5.64K
|
784
$85.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-307- 10.16% |
$28.4K - $36.1K
|
2.72K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.38K- 37.38% |
$312K - $398K
|
5.66K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.01% |
$277 - $353
|
47.2K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
352+ 5.14% |
$32.5K - $41.4K
|
7.2K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-947- 32.42% |
$87.5K - $111K
|
1.97K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-3.95K- 68.38% |
$365K - $464K
|
1.83K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-356- 5.72% |
$32.9K - $41.9K
|
5.87K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$59.8K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 2.46% |
$5.91K - $7.53K
|
2.54K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-29.7K- 9.06% |
$2.74M - $3.49M
|
298K
$32.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.41K+ 6.04% |
$222K - $283K
|
42.2K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
98+ 1.63% |
$9.05K - $11.5K
|
6.11K
$664K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.57KNew |
$237K - $302K
|
2.57K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
515+ 1.82% |
$47.6K - $60.6K
|
28.7K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-795- 10.83% |
$73.5K - $93.5K
|
6.55K
$712K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-26- 1.28% |
$2.4K - $3.06K
|
2K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$174K - $222K
|
1.89K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
233+ 8.8% |
$21.5K - $27.4K
|
2.88K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.92KNew |
$362K - $461K
|
3.92K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-62.5K- 8.45% |
$5.77M - $7.35M
|
677K
$73.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-4.44K- 70.6% |
$410K - $522K
|
1.85K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.43KNew |
$317K - $404K
|
3.43K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-395- 0.74% |
$36.5K - $46.5K
|
52.9K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-175- 9.81% |
$16.2K - $20.6K
|
1.61K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-61.7K- 6.24% |
$5.7M - $7.26M
|
927K
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
116K+ 1472.04% |
$10.7M - $13.6M
|
124K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
507+ 0.84% |
$46.8K - $59.6K
|
60.8K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-121- 4.87% |
$11.2K - $14.2K
|
2.37K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
14.9KNew |
$1.38M - $1.75M
|
14.9K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.35K+ 12.34% |
$217K - $276K
|
21.4K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-175- 4.14% |
$16.2K - $20.6K
|
4.05K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 27.38% |
$524K - $667K
|
15.1K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-9.01K- 16.36% |
$832K - $1.06M
|
46K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.05K- 26.14% |
$559K - $711K
|
17.1K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-17.8K- 64.81% |
$1.65M - $2.09M
|
9.67K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-310- 1.21% |
$28.6K - $36.5K
|
25.3K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.32K+ 6.93% |
$861K - $1.1M
|
144K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 3.61% |
$30K - $38.2K
|
8.68K
$944K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-227- 3.28% |
$21K - $26.7K
|
6.69K
$728K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.41KNew |
$315K - $401K
|
3.41K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
14.3K+ 64.77% |
$1.32M - $1.68M
|
36.3K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9K- 99.9% |
$1.29M - $1.64M
|
14
$1.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-304- 4.12% |
$28.1K - $35.8K
|
7.08K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-190- 2.43% |
$17.6K - $22.3K
|
7.62K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 38.65% |
$1.24M - $1.58M
|
48.2K
$5.25M
|