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 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
265New |
$22.3K - $28.2K
|
265
$26.2K
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-2.66K- 7.76% |
$224K - $283K
|
31.6K
$3.13M
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
5.34KNew |
$450K - $569K
|
5.34K
$528K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
243+ 197.56% |
$20.5K - $25.9K
|
366
$36.2K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
332New |
$27.9K - $35.4K
|
332
$32.8K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$320K - $405K
|
3.8K
$376K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
956+ 13.11% |
$80.5K - $102K
|
8.25K
$815K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
173K+ 20.12% |
$14.6M - $18.5M
|
1.04M
$102M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-282K- 94.86% |
$23.7M - $30M
|
15.3K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-90- 5.23% |
$7.57K - $9.59K
|
1.63K
$161K
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
2.94K+ 10.75% |
$247K - $313K
|
30.2K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-55- 0.19% |
$4.63K - $5.86K
|
29K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.72K+ 34.61% |
$145K - $183K
|
6.69K
$662K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$2.52K - $3.2K
|
30
$2.97K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
21.9KNew |
$1.84M - $2.33M
|
21.9K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4.6KNew |
$387K - $490K
|
4.6K
$455K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5MNew |
$1.81B - $2.29B
|
21.5M
$2.12B
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
195K+ 1950.0% |
$16.4M - $20.8M
|
205K
$20.3M
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
400+ 52.7% |
$33.7K - $42.6K
|
1.16K
$115K
|
|
Feb 14, 2023
Q4 2022
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-450K- 32.14% |
$37.9M - $47.9M
|
950K
$93.9M
|
|
Feb 14, 2023
Q4 2022
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
- |
250K+ 500.0% |
$21M - $26.6M
|
300K
$29.7M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
CALL |
1KNew |
$84.2K - $107K
|
1K
$98.9K
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
21.8KNew |
$1.84M - $2.32M
|
21.8K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Mass Ave Global Inc.
New York, NY |
BUY
|
- |
146KNew |
$12.3M - $15.5M
|
146K
$14.4M
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-284- 4.8% |
$23.9K - $30.3K
|
5.63K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Alta Fox Capital Management, LLC
Fort Worth, TX |
BUY
|
- |
78.6KNew |
$6.61M - $8.37M
|
78.6K
$7.77M
|
|
Feb 14, 2023
Q4 2022
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
27.8K+ 1233.33% |
$2.34M - $2.96M
|
30K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
78.5KNew |
$6.61M - $8.36M
|
78.5K
$7.76M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.69KNew |
$142K - $180K
|
1.69K
$167K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-11.5K- 64.22% |
$968K - $1.22M
|
6.41K
$633K
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
300New |
$25.2K - $32K
|
300
$29.7K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
27K+ 3.28% |
$2.27M - $2.87M
|
848K
$83.8M
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-528- 1.3% |
$44.4K - $56.3K
|
40K
$3.96M
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
3.5K+ 63.64% |
$295K - $373K
|
9K
$890K
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.69K- 11.38% |
$142K - $180K
|
13.1K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-145- 3.92% |
$12.2K - $15.4K
|
3.55K
$351K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-269K- 97.84% |
$22.6M - $28.6M
|
5.92K
$585K
|
|
Feb 13, 2023
Q4 2022
|
Fernbridge Capital Management LP
Los Angeles, CA |
SELL
|
- |
-417K- 84.43% |
$35.1M - $44.4M
|
76.8K
$7.6M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
411+ 60.35% |
$34.6K - $43.8K
|
1.09K
$108K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.51KNew |
$212K - $268K
|
2.51K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
116+ 5.18% |
$9.76K - $12.4K
|
2.35K
$233K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 14.95% |
$92.5K - $117K
|
6.25K
$618K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.41K+ 17.75% |
$624K - $789K
|
49.2K
$4.86M
|
|
Feb 13, 2023
Q4 2022
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
20KNew |
$1.68M - $2.13M
|
20K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.75KNew |
$316K - $400K
|
3.75K
$371K
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.45KNew |
$291K - $368K
|
3.45K
$341K
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-392- 6.04% |
$33K - $41.8K
|
6.1K
$603K
|
|
Feb 10, 2023
Q4 2022
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$210K - $266K
|
2.5K
$247K
|
|
Feb 10, 2023
Q4 2022
|
Ruffer LLP
|
SELL
|
- |
-20.7K- 80.15% |
$1.74M - $2.2M
|
5.13K
$507K
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.59K+ 12.47% |
$134K - $170K
|
14.4K
$1.42M
|