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 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
983New |
$95.2K - $112K
|
983
$108K
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
11.1K+ 9.32% |
$1.08M - $1.27M
|
130K
$14.3M
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
19.8K+ 0.57% |
$1.92M - $2.26M
|
3.48M
$381M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-620- 3.26% |
$60.1K - $70.7K
|
18.4K
$2.02M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
260+ 3.48% |
$25.2K - $29.6K
|
7.74K
$849K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
22+ 0.97% |
$2.13K - $2.51K
|
2.28K
$250K
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-104- 0.95% |
$10.1K - $11.9K
|
10.9K
$1.19M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16.5K- 68.73% |
$1.59M - $1.88M
|
7.49K
$822K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
68.8K+ 44.49% |
$6.66M - $7.84M
|
223K
$24.5M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-26.9K- 15.67% |
$2.6M - $3.07M
|
145K
$15.9M
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
872+ 67.75% |
$84.5K - $99.4K
|
2.16K
$237K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
83+ 0.33% |
$8.04K - $9.46K
|
25.6K
$2.81M
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
BUY
|
- |
10.3K+ 0.77% |
$1M - $1.18M
|
1.36M
$149M
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.14K- 19.12% |
$207K - $244K
|
9.05K
$993K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
252+ 80.25% |
$24.4K - $28.7K
|
566
$62.1K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
592+ 3.15% |
$57.3K - $67.5K
|
19.4K
$2.13M
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-473- 1.0% |
$45.8K - $53.9K
|
46.6K
$5.12M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-460- 2.26% |
$44.6K - $52.4K
|
19.9K
$2.18M
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-92- 0.51% |
$8.91K - $10.5K
|
17.8K
$1.95M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.65K- 2.64% |
$838K - $987K
|
319K
$35M
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-192- 91.87% |
$18.6K - $21.9K
|
17
$1.87K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
331+ 10.55% |
$32.1K - $37.7K
|
3.47K
$381K
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$969 - $1.14K
|
2.52K
$277K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
288+ 2.18% |
$27.9K - $32.8K
|
13.5K
$1.48M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-6.51K- 6.32% |
$630K - $742K
|
96.5K
$10.6M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
551+ 1.58% |
$53.4K - $62.8K
|
35.4K
$3.88M
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-8- 0.12% |
$775 - $912
|
6.49K
$712K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
46.1K+ 59.82% |
$4.46M - $5.25M
|
123K
$13.5M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.61K+ 6.34% |
$349K - $411K
|
60.5K
$6.64M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.96% |
$111K - $131K
|
17.6K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.65K- 22.14% |
$160K - $188K
|
5.8K
$637K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.34K- 0.44% |
$130K - $153K
|
304K
$33.3M
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-733- 9.15% |
$71K - $83.6K
|
7.28K
$799K
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
360+ 0.32% |
$34.9K - $41K
|
112K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.43K+ 9.69% |
$720K - $847K
|
84.1K
$9.23M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.2K+ 64.35% |
$984K - $1.16M
|
25.9K
$2.85M
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.95K+ 6.81% |
$286K - $337K
|
46.3K
$5.08M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.8K+ 15.46% |
$6.18M - $7.27M
|
476K
$52.2M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-236- 1.12% |
$22.9K - $26.9K
|
20.9K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
265+ 3.19% |
$25.7K - $30.2K
|
8.57K
$941K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 2.7% |
$484 - $570
|
190
$20.8K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
18.3K+ 3.49% |
$1.78M - $2.09M
|
544K
$59.7M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-416- 15.67% |
$40.3K - $47.4K
|
2.24K
$246K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
67+ 3.16% |
$6.49K - $7.64K
|
2.19K
$240K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-100- 2.56% |
$9.69K - $11.4K
|
3.81K
$418K
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.2K- 2.82% |
$988K - $1.16M
|
351K
$38.5M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-43- 1.28% |
$4.17K - $4.9K
|
3.32K
$365K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.86K+ 10.09% |
$180K - $212K
|
20.3K
$2.23M
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
53+ 0.41% |
$5.13K - $6.04K
|
13.1K
$1.43M
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-232- 3.44% |
$22.5K - $26.4K
|
6.51K
$714K
|