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 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
77+ 2.66% |
$7.11K - $9.06K
|
2.97K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-45.3K- 39.97% |
$4.19M - $5.33M
|
68.1K
$7.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.2K- 9.04% |
$204K - $259K
|
22.2K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
541+ 6.94% |
$50K - $63.6K
|
8.34K
$907K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
178+ 0.43% |
$16.4K - $20.9K
|
41.5K
$4.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-65- 1.71% |
$6.01K - $7.64K
|
3.74K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-160- 7.27% |
$14.8K - $18.8K
|
2.04K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-16.7K- 7.36% |
$1.54M - $1.96M
|
210K
$22.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.25K+ 9.23% |
$208K - $265K
|
26.6K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-316- 12.64% |
$29.2K - $37.2K
|
2.18K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
192New |
$17.7K - $22.6K
|
192
$20.9K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-938- 13.04% |
$86.7K - $110K
|
6.26K
$681K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
92+ 0.58% |
$8.5K - $10.8K
|
15.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
635+ 3.07% |
$58.7K - $74.7K
|
21.3K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-565- 0.87% |
$52.2K - $66.4K
|
64.3K
$7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.07K+ 4.8% |
$653K - $832K
|
154K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.83K- 1.51% |
$261K - $332K
|
184K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.93K+ 4.15% |
$178K - $226K
|
48.3K
$5.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
430+ 4.57% |
$39.7K - $50.6K
|
9.85K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.38K+ 58.37% |
$313K - $398K
|
9.18K
$999K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$92.4K - $118K
|
1K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 3.84% |
$27.7K - $35.3K
|
7.5K
$817K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 1.34% |
$11.1K - $14.1K
|
8.8K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-80- 1.9% |
$7.39K - $9.41K
|
4.13K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
31+ 0.12% |
$2.86K - $3.65K
|
25.6K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.64K+ 18.32% |
$429K - $545K
|
30K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
81+ 2.31% |
$7.48K - $9.53K
|
3.59K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8- 4.57% |
$739 - $941
|
167
$18.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.16K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
117K+ 1078.52% |
$10.8M - $13.8M
|
128K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
104+ 0.16% |
$9.61K - $12.2K
|
65.2K
$7.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.34KNew |
$308K - $392K
|
3.34K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-830- 1.01% |
$76.7K - $97.6K
|
81.4K
$8.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
266+ 11.18% |
$24.6K - $31.3K
|
2.65K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 1.31% |
$4.62K - $5.88K
|
3.78K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32K- 1.75% |
$122K - $155K
|
74K
$8.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-740- 2.26% |
$68.4K - $87K
|
32K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
342+ 7.19% |
$31.6K - $40.2K
|
5.1K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.02KNew |
$187K - $238K
|
2.02K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.04KNew |
$189K - $240K
|
2.04K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.37K- 86.8% |
$312K - $397K
|
513
$55.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-316- 9.08% |
$29.2K - $37.2K
|
3.17K
$344K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$168K - $214K
|
1.82K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
136KNew |
$12.5M - $16M
|
136K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
233+ 4.14% |
$21.5K - $27.4K
|
5.86K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
93+ 2.8% |
$8.59K - $10.9K
|
3.41K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$554 - $706
|
12.9K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
391+ 5.04% |
$36.1K - $46K
|
8.15K
$887K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-68- 2.43% |
$6.28K - $8K
|
2.74K
$298K
|