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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-24- 1.08% |
$2.38K - $2.95K
|
2.2K
$240K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-51- 98.08% |
$5.06K - $6.26K
|
1
$109
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$108K
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2- 13.33% |
$199 - $246
|
13
$1.42K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$210K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.18K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$233K - $288K
|
106K
$11.6M
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-427- 10.52% |
$42.4K - $52.4K
|
3.63K
$396K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$107K - $146K
|
1.2K
$130K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
639+ 349.18% |
$57.1K - $78.2K
|
822
$89.6K
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-326- 9.41% |
$29.1K - $39.9K
|
3.14K
$342K
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$197K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
7.47KNew |
$667K - $914K
|
7.47K
$814K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-13.4KClosed |
$1.2M - $1.64M
|
0
$0
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-151- 3.85% |
$13.5K - $18.5K
|
3.77K
$411K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$188K - $258K
|
2.11K
$230K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-560- 24.44% |
$50K - $68.5K
|
1.73K
$189K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 7.02% |
$170K - $232K
|
25.1K
$2.74M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-60- 1.12% |
$5.36K - $7.34K
|
5.29K
$577K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-222- 8.48% |
$19.8K - $27.2K
|
2.4K
$261K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20+ 3.77% |
$1.79K - $2.45K
|
551
$60.1K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
215+ 0.73% |
$19.2K - $26.3K
|
29.9K
$3.26M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$191K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
8+ 1.06% |
$714 - $979
|
766
$83.5K
|
|
May 15, 2024
Q1 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
45KNew |
$4.02M - $5.51M
|
45K
$4.91M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-323- 8.68% |
$28.8K - $39.5K
|
3.4K
$371K
|
|
May 15, 2024
Q1 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-629K- 94.73% |
$56.2M - $77M
|
35K
$3.82M
|
|
May 15, 2024
Q1 2024
|
Consulta LTD
London, X0 |
BUY
|
- |
500KNew |
$44.6M - $61.2M
|
500K
$54.5M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
40KNew |
$3.57M - $4.89M
|
40K
$4.36M
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$210K - $288K
|
2.36K
$257K
|
|
May 15, 2024
Q1 2024
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 50.0% |
$89.3K - $122K
|
3K
$327K
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-65K- 20.63% |
$5.8M - $7.95M
|
250K
$27.3M
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
25KNew |
$2.23M - $3.06M
|
25K
$2.73M
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-93.1K- 94.26% |
$8.31M - $11.4M
|
5.67K
$618K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
CALL |
10K+ 20.0% |
$893K - $1.22M
|
60K
$6.54M
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$189K
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
11+ 0.39% |
$982 - $1.35K
|
2.8K
$305K
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$188K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11+ 0.89% |
$982 - $1.35K
|
1.24K
$135K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.32K- 98.26% |
$743K - $1.02M
|
147
$16K
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$327K
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-75- 3.17% |
$6.7K - $9.18K
|
2.29K
$250K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.41K+ 85.46% |
$304K - $417K
|
7.4K
$806K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.98KNew |
$177K - $243K
|
1.98K
$216K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
775KNew |
$69.2M - $94.8M
|
775K
$84.5M
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.69KNew |
$240K - $329K
|
2.69K
$293K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
512+ 441.38% |
$45.7K - $62.6K
|
628
$68.5K
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$229K
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.78KNew |
$159K - $217K
|
1.78K
$194K
|
|
May 15, 2024
Q1 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
43.6K+ 191.91% |
$3.89M - $5.34M
|
66.3K
$7.23M
|