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 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-2.32K- 19.22% |
$214K - $272K
|
9.74K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.04K+ 2894.25% |
$465K - $592K
|
5.21K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
85+ 1.14% |
$7.85K - $10K
|
7.55K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.49K- 11.67% |
$230K - $292K
|
18.8K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
14+ 16.28% |
$1.29K - $1.65K
|
100
$9.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 7.0% |
$1.94K - $2.47K
|
321
$31.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-29- 6.59% |
$2.68K - $3.41K
|
411
$40.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.34K- 18.31% |
$123K - $157K
|
5.96K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
325+ 1.79% |
$30K - $38.2K
|
18.5K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-100- 1.08% |
$9.24K - $11.8K
|
9.14K
$902K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-185- 66.07% |
$17.1K - $21.8K
|
95
$9.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.23% |
$924 - $1.18K
|
4.3K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-400- 1.37% |
$37K - $47K
|
28.9K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.08K- 1.67% |
$99.6K - $127K
|
63.4K
$6.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-670- 1.33% |
$61.9K - $78.8K
|
49.7K
$4.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-486- 4.19% |
$44.9K - $57.2K
|
11.1K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-10.5K- 42.36% |
$970K - $1.23M
|
14.3K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-83- 0.84% |
$7.67K - $9.76K
|
9.78K
$964K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-506- 7.56% |
$46.7K - $59.5K
|
6.19K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-961- 7.23% |
$88.8K - $113K
|
12.3K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.02K+ 0.44% |
$187K - $237K
|
464K
$45.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 2.62% |
$134K - $171K
|
56.9K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 5.46% |
$110K - $141K
|
23.1K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 8.33% |
$139K - $177K
|
19.6K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$174K - $221K
|
1.88K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
19+ 0.25% |
$1.76K - $2.23K
|
7.71K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-550- 6.4% |
$50.8K - $64.7K
|
8.04K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.33K- 4.51% |
$308K - $391K
|
70.5K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-151- 3.99% |
$14K - $17.8K
|
3.63K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
638+ 9.61% |
$58.9K - $75K
|
7.28K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$2.31K - $2.94K
|
3.68K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
452+ 2.25% |
$41.8K - $53.2K
|
20.5K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-113- 4.98% |
$10.4K - $13.3K
|
2.16K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.81K- 4.88% |
$259K - $330K
|
54.7K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.63K- 43.38% |
$151K - $192K
|
2.13K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.07KNew |
$191K - $243K
|
2.07K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-630- 4.32% |
$58.2K - $74.1K
|
14K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1- 3.13% |
$92.4 - $118
|
31
$3.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
125+ 2.2% |
$11.5K - $14.7K
|
5.81K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-125- 2.09% |
$11.5K - $14.7K
|
5.87K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$8.68K - $11.1K
|
94
$9.27K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.17% |
$48.5K - $61.7K
|
45.6K
$4.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
23.3K+ 6.29% |
$2.15M - $2.73M
|
393K
$38.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.19K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.79% |
$23.4K - $29.8K
|
14.4K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
643+ 1.25% |
$59.4K - $75.6K
|
52.1K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 10.46% |
$1.23M - $1.57M
|
141K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 4.97% |
$13.3K - $16.9K
|
3.04K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-52- 0.11% |
$4.8K - $6.12K
|
45.4K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.53% |
$128K - $163K
|
53.3K
$5.26M
|