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 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-95- 3.56% |
$8.78K - $11.2K
|
2.58K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.94K
|
7.24K
$791K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.13KNew |
$382K - $486K
|
4.13K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
190+ 4.98% |
$17.6K - $22.3K
|
4K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.45K+ 1.36% |
$596K - $758K
|
480K
$52.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.75K- 5.48% |
$439K - $559K
|
81.9K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
389+ 5.61% |
$35.9K - $45.7K
|
7.32K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.49% |
$45.3K - $57.6K
|
3.77K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-8.71K- 29.34% |
$805K - $1.02M
|
21K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-75- 1.11% |
$6.93K - $8.82K
|
6.68K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-272- 0.81% |
$25.1K - $32K
|
33.5K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-83.8K- 22.5% |
$7.74M - $9.86M
|
289K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
283+ 4.83% |
$26.1K - $33.3K
|
6.14K
$671K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$462 - $588
|
2.63K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
149+ 1.07% |
$13.8K - $17.5K
|
14.1K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$21.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135+ 4.8% |
$12.5K - $15.9K
|
2.95K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-194- 64.45% |
$17.9K - $22.8K
|
107
$11.7K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$11.1K - $14.1K
|
120
$13.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
597+ 0.6% |
$55.2K - $70.2K
|
101K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$287K - $365K
|
3.11K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85- 0.91% |
$7.85K - $10K
|
9.29K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 9.29% |
$115K - $147K
|
12.2K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Lindsell Train LTD
London, X0 |
SELL
|
- |
-993K- 18.21% |
$91.7M - $117M
|
4.46M
$487M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 0.95% |
$3.6K - $4.59K
|
4.07K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.5K- 96.59% |
$1.61M - $2.06M
|
616
$67.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.1K- 19.19% |
$1.77M - $2.25M
|
80.5K
$8.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 15.18% |
$113K - $144K
|
9.27K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.87KNew |
$173K - $220K
|
1.87K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-724- 9.36% |
$66.9K - $85.1K
|
7.01K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-90- 4.27% |
$8.32K - $10.6K
|
2.02K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-11- 0.41% |
$1.02K - $1.29K
|
2.65K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-500- 1.96% |
$46.2K - $58.8K
|
25K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-410- 4.43% |
$37.9K - $48.2K
|
8.84K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-236- 5.97% |
$21.8K - $27.8K
|
3.71K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-560- 12.32% |
$51.7K - $65.9K
|
3.99K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
811+ 10.81% |
$74.9K - $95.4K
|
8.31K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-404- 5.84% |
$37.3K - $47.5K
|
6.52K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-727- 2.33% |
$67.2K - $85.5K
|
30.4K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 0.87% |
$6.93K - $8.82K
|
8.55K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-244- 8.62% |
$22.5K - $28.7K
|
2.59K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-600- 14.6% |
$55.4K - $70.6K
|
3.51K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-628- 2.56% |
$58K - $73.9K
|
23.9K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.49K- 5.39% |
$138K - $175K
|
26.2K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.05K- 6.83% |
$281K - $358K
|
41.6K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-250- 5.98% |
$23.1K - $29.4K
|
3.93K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-341- 4.08% |
$31.5K - $40.1K
|
8.01K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
147+ 4.09% |
$13.6K - $17.3K
|
3.74K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-29.6K- 3.99% |
$2.73M - $3.48M
|
713K
$77.9M
|