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 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
89+ 1.98% |
$8.22K - $10.5K
|
4.58K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
662+ 16550.0% |
$61.2K - $77.9K
|
666
$72.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1K+ 31.05% |
$92.4K - $118K
|
4.22K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-625- 4.88% |
$57.7K - $73.5K
|
12.2K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-93- 4.21% |
$8.59K - $10.9K
|
2.12K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-117- 2.52% |
$10.8K - $13.8K
|
4.53K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.25K- 20.35% |
$115K - $146K
|
4.87K
$530K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-54- 2.67% |
$4.99K - $6.35K
|
1.97K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 4.76% |
$62.4K - $79.4K
|
14.8K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$647 - $823
|
3.4K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.6K- 4.59% |
$1.72M - $2.19M
|
387K
$42.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38.7K- 15.56% |
$3.58M - $4.56M
|
210K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
150+ 29.59% |
$13.9K - $17.6K
|
657
$71.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-229K- 93.77% |
$21.1M - $26.9M
|
15.2K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 1.25% |
$9.24K - $11.8K
|
7.88K
$857K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.93KNew |
$179K - $227K
|
1.93K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
139+ 4.39% |
$12.8K - $16.3K
|
3.3K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.33% |
$832 - $1.06K
|
2.71K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.04K- 5.92% |
$281K - $358K
|
48.3K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-233- 45.07% |
$21.5K - $27.4K
|
284
$30.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-421- 3.6% |
$38.9K - $49.5K
|
11.3K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.17KNew |
$200K - $255K
|
2.17K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 1.48% |
$115K - $147K
|
85.2K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.38K+ 72.93% |
$127K - $162K
|
3.27K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
785+ 6.01% |
$72.5K - $92.3K
|
13.8K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
18.6KNew |
$1.72M - $2.19M
|
18.6K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-837- 15.65% |
$77.3K - $98.4K
|
4.51K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.14KNew |
$198K - $252K
|
2.14K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
80+ 1.69% |
$7.39K - $9.41K
|
4.81K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-971- 0.96% |
$89.7K - $114K
|
101K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.85KNew |
$171K - $217K
|
1.85K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-42- 1.35% |
$3.88K - $4.94K
|
3.08K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 1.44% |
$33.5K - $42.7K
|
25.5K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.61% |
$2.96K - $3.76K
|
5.29K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.03K+ 9.56% |
$465K - $592K
|
57.7K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2New |
$185 - $235
|
2
$218
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
166+ 3.61% |
$15.3K - $19.5K
|
4.76K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-534- 5.89% |
$49.3K - $62.8K
|
8.54K
$929K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-255- 8.73% |
$23.6K - $30K
|
2.67K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
985+ 24.41% |
$91K - $116K
|
5.02K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-200- 1.91% |
$18.5K - $23.5K
|
10.3K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
408+ 0.95% |
$37.7K - $48K
|
43.3K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.19K+ 9.03% |
$202K - $257K
|
26.4K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.9K+ 7.66% |
$176K - $224K
|
26.8K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$1.39K - $1.76K
|
19.6K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
193+ 4.32% |
$17.8K - $22.7K
|
4.66K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-100- 4.32% |
$9.24K - $11.8K
|
2.22K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
266+ 11.66% |
$24.6K - $31.3K
|
2.55K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.86K+ 2.67% |
$264K - $336K
|
110K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
614+ 4.88% |
$56.7K - $72.2K
|
13.2K
$1.44M
|