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 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-655- 16.49% |
$60.5K - $77K
|
3.32K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-772- 0.47% |
$71.3K - $90.8K
|
164K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
204+ 8.67% |
$18.8K - $24K
|
2.56K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
110+ 38.06% |
$10.2K - $12.9K
|
399
$43.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-12- 0.55% |
$1.11K - $1.41K
|
2.15K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.64K+ 7.97% |
$429K - $546K
|
62.9K
$6.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.26KNew |
$209K - $266K
|
2.26K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.57K- 5.78% |
$145K - $184K
|
25.6K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-20- 0.43% |
$1.85K - $2.35K
|
4.6K
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 8.64% |
$138K - $175K
|
18.8K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-267- 7.38% |
$24.7K - $31.4K
|
3.35K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-303- 5.53% |
$28K - $35.6K
|
5.17K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
221+ 2.31% |
$20.4K - $26K
|
9.78K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.83K+ 7.8% |
$354K - $450K
|
52.9K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.71% |
$2.22K - $2.82K
|
3.43K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-19.5K- 12.42% |
$1.8M - $2.29M
|
138K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.8K- 20.17% |
$259K - $329K
|
11.1K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.84KNew |
$539K - $686K
|
5.84K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-387- 7.84% |
$35.8K - $45.5K
|
4.55K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-142- 28.74% |
$13.1K - $16.7K
|
352
$38.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.59K- 14.24% |
$516K - $657K
|
33.6K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-9.09K- 30.5% |
$840K - $1.07M
|
20.7K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.32K+ 48.36% |
$214K - $272K
|
7.1K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-502- 1.39% |
$46.4K - $59K
|
35.6K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-260- 9.27% |
$24K - $30.6K
|
2.55K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-225- 9.51% |
$20.8K - $26.5K
|
2.14K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-500- 19.98% |
$46.2K - $58.8K
|
2K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.93K- 44.68% |
$548K - $697K
|
7.34K
$802K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-186- 2.42% |
$17.2K - $21.9K
|
7.51K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.9KNew |
$453K - $576K
|
4.9K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.71K- 31.51% |
$250K - $318K
|
5.88K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-296- 6.24% |
$27.3K - $34.8K
|
4.44K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
297+ 10.91% |
$27.4K - $34.9K
|
3.02K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 3.95% |
$132K - $168K
|
37.6K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.24K- 11.01% |
$114K - $145K
|
9.99K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.11K+ 8.67% |
$288K - $366K
|
39K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
923+ 5.36% |
$85.3K - $109K
|
18.1K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.34% |
$1.76K - $2.23K
|
5.65K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
28.5K+ 4.74% |
$2.63M - $3.35M
|
629K
$68.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-19.9K- 71.73% |
$1.84M - $2.34M
|
7.83K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-164K- 61.49% |
$15.1M - $19.3M
|
103K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.09K- 33.2% |
$101K - $128K
|
2.19K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-962- 16.65% |
$88.9K - $113K
|
4.82K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.62K+ 408.58% |
$334K - $426K
|
4.51K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 58.33% |
$647K - $823K
|
19K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.47% |
$5.08K - $6.47K
|
11.8K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.75K+ 19.38% |
$162K - $206K
|
10.8K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-332- 4.74% |
$30.7K - $39K
|
6.67K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 0.22% |
$3.7K - $4.7K
|
18.5K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.46K- 5.23% |
$135K - $172K
|
26.5K
$2.9M
|