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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-69- 2.84% |
$6.16K - $8.44K
|
2.36K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.5KNew |
$1.3M - $1.77M
|
14.5K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 31.65% |
$17.9K - $24.5K
|
832
$90.7K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
9.06K+ 80.64% |
$809K - $1.11M
|
20.3K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.23KNew |
$199K - $273K
|
2.23K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$186K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-10.7K- 85.77% |
$957K - $1.31M
|
1.78K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.3KNew |
$206K - $282K
|
2.3K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
21.4K+ 284.25% |
$1.91M - $2.61M
|
28.9K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$89.3K - $122K
|
1K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-362K- 9.4% |
$32.3M - $44.3M
|
3.49M
$381M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-35- 5.99% |
$3.13K - $4.28K
|
549
$59.9K
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.6K- 39.36% |
$2.11M - $2.89M
|
36.4K
$3.97M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.73% |
$1.79K - $2.45K
|
2.76K
$301K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.72KNew |
$153K - $210K
|
1.72K
$187K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-29.2K- 20.36% |
$2.61M - $3.57M
|
114K
$12.5M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-39.5K- 94.56% |
$3.53M - $4.83M
|
2.27K
$248K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
10KNew |
$893K - $1.22M
|
10K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$201K - $276K
|
2.26K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
19.2KNew |
$1.71M - $2.35M
|
19.2K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.9KNew |
$170K - $233K
|
1.9K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
SELL
|
- |
-110K- 43.63% |
$9.82M - $13.5M
|
142K
$15.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-813- 1.12% |
$72.6K - $99.5K
|
72K
$7.85M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.52K- 39.08% |
$136K - $186K
|
2.37K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$155K - $212K
|
1.73K
$189K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$184K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-400- 30.26% |
$35.7K - $48.9K
|
922
$101K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$10.7K - $14.7K
|
120
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-70- 25.09% |
$6.25K - $8.57K
|
209
$22.8K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
6.63KNew |
$592K - $812K
|
6.63K
$723K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$9.48K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-29- 0.06% |
$2.59K - $3.55K
|
50.5K
$5.51M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.02K- 6.09% |
$91.1K - $125K
|
15.7K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$321K - $440K
|
3.6K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
74.3KNew |
$6.64M - $9.09M
|
74.3K
$8.1M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
13.8KNew |
$1.23M - $1.69M
|
13.8K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2- 0.05% |
$179 - $245
|
4.17K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-225- 8.18% |
$20.1K - $27.5K
|
2.53K
$275K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.7K- 75.49% |
$1.67M - $2.29M
|
6.09K
$663K
|
|
|
May 03, 2024
Q1 2024
|
General American Investors CO Inc
|
SELL
|
- |
-30K- 34.69% |
$2.68M - $3.67M
|
56.5K
$6.16M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-95- 2.38% |
$8.48K - $11.6K
|
3.91K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
10K+ 40.0% |
$893K - $1.22M
|
35K
$3.82M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$218K
|