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 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 3.66% |
$9.69K - $11.4K
|
2.84K
$342K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-304- 10.24% |
$29.4K - $34.7K
|
2.67K
$322K
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.99K+ 6.2% |
$386K - $455K
|
68.3K
$8.24M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.9K- 6.16% |
$184K - $217K
|
28.9K
$3.49M
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-100- 3.0% |
$9.69K - $11.4K
|
3.23K
$389K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
212+ 2.36% |
$20.5K - $24.2K
|
9.21K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-932- 10.56% |
$90.3K - $106K
|
7.89K
$952K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.13K+ 17.88% |
$206K - $243K
|
14K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-63- 0.07% |
$6.1K - $7.18K
|
96.4K
$11.6M
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-233K- 12.85% |
$22.5M - $26.5M
|
1.58M
$190M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
46.9K+ 14.75% |
$4.55M - $5.35M
|
365K
$44M
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 2.21% |
$135K - $159K
|
64.4K
$7.77M
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.62K- 20.75% |
$157K - $185K
|
6.2K
$748K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-481- 1.97% |
$46.6K - $54.8K
|
23.9K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-317- 0.3% |
$30.7K - $36.1K
|
104K
$12.5M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101K+ 47.34% |
$9.8M - $11.5M
|
315K
$38M
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
829K+ 68.59% |
$80.3M - $94.5M
|
2.04M
$246M
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-13.8K- 10.14% |
$1.34M - $1.58M
|
123K
$14.8M
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-232K- 35.24% |
$22.5M - $26.4M
|
426K
$51.4M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$872 - $1.03K
|
4.73K
$570K
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.3KNew |
$1M - $1.18M
|
10.3K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 5.58% |
$205K - $241K
|
40K
$4.83M
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-30K- 84.74% |
$2.91M - $3.42M
|
5.4K
$652K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
34KNew |
$3.3M - $3.88M
|
34K
$4.11M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-91- 3.75% |
$8.82K - $10.4K
|
2.34K
$282K
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-363- 63.68% |
$35.2K - $41.4K
|
207
$25K
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
165+ 0.13% |
$16K - $18.8K
|
129K
$15.6M
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-8- 1.9% |
$775 - $912
|
412
$49.7K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
108+ 2.21% |
$10.5K - $12.3K
|
4.99K
$602K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 0.03% |
$178K - $209K
|
5.25M
$633M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100K+ 101.83% |
$9.73M - $11.4M
|
199K
$24M
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-200- 0.64% |
$19.4K - $22.8K
|
31.2K
$3.77M
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
119+ 3.99% |
$11.5K - $13.6K
|
3.1K
$374K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-199- 2.54% |
$19.3K - $22.7K
|
7.64K
$922K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.52K- 11.84% |
$147K - $174K
|
11.3K
$1.37M
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-55.1K- 8.24% |
$5.34M - $6.28M
|
613K
$74M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.9K- 12.06% |
$475K - $559K
|
35.7K
$4.31M
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
59+ 1.69% |
$5.72K - $6.73K
|
3.55K
$428K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
566+ 0.54% |
$54.8K - $64.5K
|
105K
$12.7M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20.6K+ 90.82% |
$1.99M - $2.35M
|
43.2K
$5.21M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
642+ 9.73% |
$62.2K - $73.2K
|
7.24K
$873K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17.4K- 8.99% |
$1.68M - $1.98M
|
176K
$21.2M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.6K- 2.49% |
$2M - $2.35M
|
807K
$97.4M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-71- 3.64% |
$6.88K - $8.09K
|
1.88K
$227K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.88K+ 0.98% |
$183K - $215K
|
193K
$23.3M
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.88K- 9.87% |
$570K - $671K
|
53.7K
$6.48M
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-99- 0.07% |
$9.59K - $11.3K
|
150K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.31M+ 31.25% |
$127M - $149M
|
5.49M
$662M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44K+ 25.07% |
$4.26M - $5.01M
|
219K
$26.5M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-111K- 9.39% |
$10.8M - $12.7M
|
1.08M
$130M
|