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 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-63- 77.78% |
$5.82K - $7.41K
|
18
$1.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
245New |
$22.6K - $28.8K
|
245
$25.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
20.2KNew |
$1.86M - $2.37M
|
20.2K
$2.13M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.08KNew |
$192K - $244K
|
2.08K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-37.9K- 50.07% |
$3.5M - $4.46M
|
37.8K
$4M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
10.3K+ 72.54% |
$952K - $1.21M
|
24.5K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-25- 0.56% |
$2.31K - $2.94K
|
4.42K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.06K+ 81.85% |
$97.5K - $124K
|
2.34K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.31K- 1.93% |
$121K - $154K
|
66.4K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
147New |
$13.6K - $17.3K
|
147
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
839+ 2.85% |
$77.5K - $98.7K
|
30.3K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
9.09K+ 58.7% |
$840K - $1.07M
|
24.6K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$277 - $353
|
4.6K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
115New |
$10.6K - $13.5K
|
115
$12.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.08K- 30.47% |
$99.9K - $127K
|
2.47K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
197New |
$18.2K - $23.2K
|
197
$20.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.65K- 51.34% |
$337K - $429K
|
3.46K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.0% |
$1.29K - $1.65K
|
1.41K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-438- 17.9% |
$40.5K - $51.5K
|
2.01K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
22.8KNew |
$2.11M - $2.68M
|
22.8K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
7+ 700.0% |
$647 - $823
|
8
$846
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-159- 0.04% |
$14.7K - $18.7K
|
395K
$41.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.8K+ 60.0% |
$166K - $212K
|
4.8K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-757- 20.2% |
$69.9K - $89K
|
2.99K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.58K- 53.29% |
$330K - $421K
|
3.14K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-170- 4.45% |
$15.7K - $20K
|
3.65K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-3.3K- 31.55% |
$305K - $388K
|
7.16K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.4K- 30.85% |
$130K - $165K
|
3.14K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-294- 3.69% |
$27.2K - $34.6K
|
7.67K
$810K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.95KNew |
$180K - $230K
|
1.95K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.87KNew |
$173K - $220K
|
1.87K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-300- 12.82% |
$27.7K - $35.3K
|
2.04K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.74KNew |
$530K - $675K
|
5.74K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-511- 10.48% |
$47.2K - $60.1K
|
4.36K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$77.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.5K- 82.06% |
$878K - $1.12M
|
2.08K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$58.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$174K - $222K
|
1.89K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-131- 5.56% |
$12.1K - $15.4K
|
2.22K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
- |
-2.5K- 8.33% |
$231K - $294K
|
27.5K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-25- 8.33% |
$2.31K - $2.94K
|
275
$29.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.8KNew |
$1.37M - $1.74M
|
14.8K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 0.75% |
$832 - $1.06K
|
1.19K
$126K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5- 0.19% |
$462 - $588
|
2.63K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$21.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$287K - $365K
|
3.11K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.86K- 63.88% |
$449K - $571K
|
2.75K
$290K
|
|