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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-46.9K- 69.68% |
$4.01M - $4.62M
|
20.4K
$2.22M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-76- 1.2% |
$6.51K - $7.49K
|
6.26K
$682K
|
|
Nov 05, 2024
Q3 2024
|
American Assets Inc
|
BUY
|
- |
10KNew |
$856K - $986K
|
10K
$1.09M
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.56K+ 287.64% |
$219K - $252K
|
3.45K
$376K
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.27K- 4.78% |
$451K - $520K
|
105K
$11.5M
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-107K- 34.04% |
$9.14M - $10.5M
|
207K
$22.6M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 90.89% |
$129K - $149K
|
3.16K
$345K
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-161- 8.75% |
$13.8K - $15.9K
|
1.68K
$183K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-120- 10.21% |
$10.3K - $11.8K
|
1.06K
$115K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 0.17% |
$514 - $592
|
3.57K
$389K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-15.6K- 17.39% |
$1.33M - $1.53M
|
73.9K
$8.05M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.15K+ 11.1% |
$526K - $606K
|
61.5K
$6.71M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.01K+ 80.63% |
$257K - $296K
|
6.73K
$734K
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
115+ 1.25% |
$9.84K - $11.3K
|
9.32K
$1.02M
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.5KNew |
$895K - $1.03M
|
10.5K
$1.14M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.14K+ 31.65% |
$183K - $211K
|
8.89K
$969K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
147+ 1.25% |
$12.6K - $14.5K
|
11.9K
$1.29M
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-863- 1.68% |
$73.9K - $85.1K
|
50.5K
$5.51M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.38K+ 8.52% |
$546K - $629K
|
81.2K
$8.85M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
BUY
|
- |
42.5K+ 6.09% |
$3.64M - $4.19M
|
741K
$80.7M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-203K- 18.66% |
$17.4M - $20M
|
885K
$96.5M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
500+ 2.23% |
$42.8K - $49.3K
|
22.9K
$2.5M
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-10.7K- 9.98% |
$915K - $1.05M
|
96.3K
$10.5M
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-837- 25.13% |
$71.6K - $82.5K
|
2.49K
$272K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-359- 4.41% |
$30.7K - $35.4K
|
7.78K
$848K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.91KNew |
$335K - $385K
|
3.91K
$426K
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-36- 11.73% |
$3.08K - $3.55K
|
271
$29.5K
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
49+ 0.96% |
$4.19K - $4.83K
|
5.14K
$561K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
3New |
$257 - $296
|
3
$327
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-332- 10.78% |
$28.4K - $32.7K
|
2.75K
$300K
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
22+ 0.95% |
$1.88K - $2.17K
|
2.34K
$255K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
712+ 6.23% |
$60.9K - $70.2K
|
12.1K
$1.32M
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
48.2K+ 12.32% |
$4.12M - $4.75M
|
439K
$47.9M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
11+ 0.3% |
$942 - $1.08K
|
3.67K
$400K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-354- 7.32% |
$30.3K - $34.9K
|
4.48K
$489K
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-220- 1.3% |
$18.8K - $21.7K
|
16.7K
$1.82M
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$85.6 - $98.6
|
961
$105K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13- 0.5% |
$1.11K - $1.28K
|
2.6K
$284K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.44K- 4.42% |
$123K - $142K
|
31.1K
$3.39M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.53K+ 105.2% |
$217K - $250K
|
4.94K
$538K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$2.48K - $2.86K
|
29
$3.16K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.78K- 9.85% |
$153K - $176K
|
16.3K
$1.78M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$188K - $217K
|
2.2K
$240K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$42.8K - $49.3K
|
500
$54.5K
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15KNew |
$1.29M - $1.48M
|
15K
$1.64M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2.15K- 27.85% |
$184K - $212K
|
5.58K
$608K
|
|
Oct 31, 2024
Q3 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$1.11M - $1.28M
|
13K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-125- 4.55% |
$10.7K - $12.3K
|
2.62K
$286K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.36K- 11.33% |
$117K - $134K
|
10.7K
$1.16M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-62- 2.77% |
$5.31K - $6.11K
|
2.18K
$237K
|