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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.17K+ 3.56% |
$210K - $247K
|
63K
$6.91M
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-3.11K- 4.07% |
$301K - $354K
|
73.1K
$8.02M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.13K+ 60.85% |
$497K - $585K
|
13.6K
$1.49M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.22K+ 29.45% |
$215K - $253K
|
9.76K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-127- 5.24% |
$12.3K - $14.5K
|
2.3K
$252K
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.34K+ 0.98% |
$227K - $267K
|
241K
$26.4M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
12.5K+ 13.73% |
$1.21M - $1.43M
|
104K
$11.4M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.6K+ 58.52% |
$3.36M - $3.95M
|
93.8K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.06K+ 3.07% |
$393K - $463K
|
136K
$15M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
613K+ 4.52% |
$59.4M - $69.9M
|
14.2M
$1.56B
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
45.4K+ 292.63% |
$4.39M - $5.17M
|
60.9K
$6.68M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-19.4K- 18.75% |
$1.88M - $2.21M
|
84K
$9.22M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
920+ 14.42% |
$89.1K - $105K
|
7.3K
$801K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-429- 8.33% |
$41.6K - $48.9K
|
4.72K
$518K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-180- 2.21% |
$17.4K - $20.5K
|
7.97K
$874K
|
|
May 14, 2025
Q1 2025
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-186K- 1.59% |
$18M - $21.2M
|
11.5M
$1.26B
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 3.39% |
$14.5K - $17.1K
|
4.58K
$502K
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.07% |
$194 - $228
|
2.67K
$293K
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.09K- 8.29% |
$106K - $124K
|
12.1K
$1.32M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.26K+ 0.79% |
$413K - $486K
|
543K
$59.6M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-679K- 86.19% |
$65.8M - $77.4M
|
109K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-555- 4.79% |
$53.8K - $63.3K
|
11K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.47K+ 3.88% |
$239K - $282K
|
66.2K
$7.26M
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13.3K+ 732.06% |
$1.28M - $1.51M
|
15.1K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-153K- 9.1% |
$14.8M - $17.4M
|
1.53M
$167M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6- 0.02% |
$581 - $684
|
29.9K
$3.29M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.61K+ 96.41% |
$156K - $184K
|
3.28K
$360K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-92- 0.93% |
$8.91K - $10.5K
|
9.76K
$1.07M
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.18K- 2.09% |
$114K - $134K
|
55.1K
$6.05M
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
108K+ 96.04% |
$10.5M - $12.4M
|
221K
$24.3M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-220- 5.4% |
$21.3K - $25.1K
|
3.86K
$423K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.01K- 0.64% |
$679K - $800K
|
1.08M
$119M
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-29K- 45.21% |
$2.81M - $3.31M
|
35.2K
$3.86M
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 0.25% |
$678 - $798
|
2.75K
$302K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.62K+ 10.58% |
$157K - $185K
|
17K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.23K+ 7.26% |
$507K - $597K
|
77.3K
$8.48M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.38K+ 2.43% |
$618K - $727K
|
269K
$29.5M
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.88K- 5.18% |
$376K - $443K
|
71K
$7.79M
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4.7K- 3.15% |
$455K - $536K
|
145K
$15.9M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
103K+ 6.23% |
$10M - $11.8M
|
1.76M
$193M
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.76% |
$67.8K - $79.8K
|
26K
$2.86M
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
663+ 9.68% |
$64.2K - $75.6K
|
7.51K
$824K
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.74K+ 1.99% |
$265K - $312K
|
140K
$15.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
533K+ 45.72% |
$51.6M - $60.7M
|
1.7M
$186M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.06M+ 21.74% |
$103M - $121M
|
5.95M
$653M
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.61KNew |
$252K - $297K
|
2.61K
$286K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
7.7KNew |
$746K - $878K
|
7.7K
$845K
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-627- 2.4% |
$60.7K - $71.5K
|
25.5K
$2.8M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$988K - $1.16M
|
10.2K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
346+ 2.11% |
$33.5K - $39.4K
|
16.7K
$1.83M
|