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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 9.15% |
$13.8K - $17.5K
|
1.78K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-7.2K- 41.86% |
$665K - $847K
|
10K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$349K - $444K
|
3.78K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.57KNew |
$422K - $538K
|
4.57K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-16.9K- 21.02% |
$1.56M - $1.98M
|
63.3K
$6.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.42K- 11.03% |
$131K - $167K
|
11.5K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.83KNew |
$169K - $215K
|
1.83K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-11- 0.36% |
$1.02K - $1.29K
|
3.03K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-453- 5.41% |
$41.9K - $53.3K
|
7.93K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.8K- 40.2% |
$259K - $330K
|
4.17K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56.6KNew |
$5.23M - $6.65M
|
56.6K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.8KNew |
$166K - $212K
|
1.8K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-366- 9.27% |
$33.8K - $43K
|
3.58K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-596- 14.25% |
$55.1K - $70.1K
|
3.59K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.63KNew |
$243K - $309K
|
2.63K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-8.63K- 79.63% |
$798K - $1.02M
|
2.21K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.13K- 31.28% |
$104K - $133K
|
2.49K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-80- 1.19% |
$7.39K - $9.41K
|
6.64K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.33KNew |
$215K - $274K
|
2.33K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.86KNew |
$172K - $219K
|
1.86K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.84KNew |
$170K - $217K
|
1.84K
$195K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 1.3% |
$1.85K - $2.35K
|
1.56K
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
398New |
$36.8K - $46.8K
|
398
$42.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
179New |
$16.5K - $21.1K
|
179
$18.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.38KNew |
$128K - $163K
|
1.38K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.28KNew |
$210K - $268K
|
2.28K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.65KNew |
$244K - $311K
|
2.65K
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.95KNew |
$180K - $229K
|
1.95K
$206K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.02KNew |
$186K - $237K
|
2.02K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-470- 9.0% |
$43.4K - $55.3K
|
4.75K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.32K+ 18.84% |
$399K - $508K
|
27.2K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
1.96KNew |
$181K - $231K
|
1.96K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-112- 4.77% |
$10.3K - $13.2K
|
2.24K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
700+ 93.21% |
$64.7K - $82.3K
|
1.45K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-60- 8.05% |
$5.54K - $7.06K
|
685
$72.4K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-757- 3.54% |
$69.9K - $89K
|
20.6K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
780+ 15.65% |
$72.1K - $91.7K
|
5.77K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-250- 10.29% |
$23.1K - $29.4K
|
2.18K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-128- 0.75% |
$11.8K - $15.1K
|
16.9K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-471- 3.05% |
$43.5K - $55.4K
|
15K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.98KNew |
$183K - $233K
|
1.98K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
94+ 1.52% |
$8.68K - $11.1K
|
6.29K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$37K - $47K
|
400
$42.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-155- 2.66% |
$14.3K - $18.2K
|
5.66K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.95KNew |
$365K - $464K
|
3.95K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-45- 2.09% |
$4.16K - $5.29K
|
2.1K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.05KNew |
$190K - $242K
|
2.05K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-450- 61.64% |
$41.6K - $52.9K
|
280
$29.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.85K+ 13.19% |
$448K - $570K
|
41.6K
$4.4M
|
|