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 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.31KNew |
$446K - $565K
|
5.31K
$579K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-961- 37.94% |
$80.9K - $102K
|
1.57K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
CALL |
1KNew |
$84.2K - $107K
|
1K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
99+ 1.3% |
$8.33K - $10.5K
|
7.74K
$845K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 11.57% |
$201K - $255K
|
18.3K
$2M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
220+ 1.1% |
$18.5K - $23.4K
|
20.3K
$2.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.53K- 18.89% |
$633K - $802K
|
32.3K
$3.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
12.4KNew |
$1.04M - $1.32M
|
12.4K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
32.9K+ 102.49% |
$2.77M - $3.51M
|
65K
$7.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$172K - $217K
|
2.04K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 1.4% |
$16.8K - $21.3K
|
14.1K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-13.2K- 17.66% |
$1.11M - $1.4M
|
61.3K
$6.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.19K- 8.78% |
$521K - $659K
|
64.2K
$7.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-928- 0.35% |
$78.1K - $98.9K
|
266K
$29M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-110- 1.96% |
$9.26K - $11.7K
|
5.51K
$602K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.52K- 8.1% |
$212K - $268K
|
28.5K
$3.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-2.14K- 33.05% |
$180K - $228K
|
4.34K
$474K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.15KNew |
$96.8K - $123K
|
1.15K
$126K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
35New |
$2.95K - $3.73K
|
35
$3.82K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.89KNew |
$243K - $308K
|
2.89K
$316K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$10.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.67K+ 0.44% |
$141K - $178K
|
378K
$41.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-579- 16.87% |
$48.7K - $61.7K
|
2.85K
$312K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$10.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
101New |
$8.5K - $10.8K
|
101
$11K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
647New |
$54.5K - $68.9K
|
647
$70.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
BUY
|
- |
24.4K+ 116.75% |
$2.05M - $2.6M
|
45.3K
$4.95M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.73KClosed |
$159K - $216K
|
0
$0
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$138K - $187K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
48.9K+ 1025.15% |
$4.49M - $6.11M
|
53.6K
$5.86M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-10.5K- 9.63% |
$964K - $1.31M
|
98.5K
$10.8M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-304- 6.0% |
$27.9K - $38K
|
4.76K
$520K
|
|
|
Dec 15, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-143K- 98.44% |
$13.1M - $17.8M
|
2.27K
$247K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-10.2K- 3.7% |
$934K - $1.27M
|
264K
$28.9M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
856+ 3.37% |
$78.6K - $107K
|
26.3K
$2.87M
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-5.94K- 73.66% |
$546K - $743K
|
2.13K
$232K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.01K- 4.72% |
$277K - $376K
|
60.8K
$6.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.09KClosed |
$467K - $636K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.01K- 39.48% |
$369K - $502K
|
6.15K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.8K+ 6.38% |
$441K - $600K
|
80.1K
$8.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
600New |
$55.1K - $75K
|
600
$65.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
37.3KNew |
$3.43M - $4.66M
|
37.3K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
12.6KNew |
$1.16M - $1.58M
|
12.6K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-267K- 91.91% |
$24.5M - $33.3M
|
23.5K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.72K- 30.21% |
$342K - $465K
|
8.61K
$940K
|
|
|
Nov 14, 2022
Q3 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
33.6KNew |
$3.09M - $4.2M
|
33.6K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-6- 4.2% |
$551 - $750
|
137
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-206- 8.82% |
$18.9K - $25.7K
|
2.13K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
6.18K+ 85.94% |
$567K - $772K
|
13.4K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
263+ 1.37% |
$24.2K - $32.9K
|
19.5K
$2.13M
|
|