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 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-903- 5.13% |
$87.5K - $103K
|
16.7K
$1.83M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.78K+ 3.39% |
$269K - $316K
|
84.7K
$9.29M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.48K- 69.55% |
$240K - $282K
|
1.09K
$119K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.84K- 21.87% |
$179K - $210K
|
6.58K
$722K
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-49.4K- 87.12% |
$4.78M - $5.63M
|
7.3K
$801K
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-282- 0.58% |
$27.3K - $32.1K
|
48.5K
$5.32M
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-467K- 68.96% |
$45.2M - $53.2M
|
210K
$23.1M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-79- 1.91% |
$7.65K - $9.01K
|
4.06K
$445K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
35+ 2.39% |
$3.39K - $3.99K
|
1.5K
$164K
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
510+ 4.87% |
$49.4K - $58.1K
|
11K
$1.21M
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.63K- 44.2% |
$449K - $528K
|
5.85K
$642K
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.21K- 9.48% |
$892K - $1.05M
|
87.9K
$9.65M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.21% |
$96.9 - $114
|
477
$52.3K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.05KNew |
$199K - $234K
|
2.05K
$225K
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
40.3K+ 47.55% |
$3.91M - $4.6M
|
125K
$13.7M
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-223K- 49.44% |
$21.6M - $25.4M
|
228K
$25.1M
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-175- 2.68% |
$17K - $20K
|
6.34K
$696K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-193- 1.92% |
$18.7K - $22K
|
9.83K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
10.5K+ 2.83% |
$1.01M - $1.19M
|
381K
$41.8M
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-598- 1.79% |
$57.9K - $68.2K
|
32.8K
$3.6M
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
58+ 0.66% |
$5.62K - $6.61K
|
8.79K
$964K
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-215K- 76.51% |
$20.8M - $24.5M
|
65.9K
$7.23M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2- 0.03% |
$194 - $228
|
5.83K
$640K
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.28% |
$65.8K - $77.4K
|
53.6K
$5.88M
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-7- 0.22% |
$678 - $798
|
3.19K
$350K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.37K+ 5.35% |
$132K - $156K
|
26.9K
$2.95M
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
20.5K+ 18.08% |
$1.99M - $2.34M
|
134K
$14.7M
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-80- 0.51% |
$7.75K - $9.12K
|
15.7K
$1.72M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.6K+ 81.93% |
$3.74M - $4.41M
|
85.8K
$9.42M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
PUT |
9.2KNew |
$891K - $1.05M
|
9.2K
$1.01M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-991- 7.77% |
$96K - $113K
|
11.8K
$1.29M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15- 0.49% |
$1.45K - $1.71K
|
3.06K
$336K
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-97.7K- 9.5% |
$9.46M - $11.1M
|
931K
$102M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.56K+ 1.87% |
$151K - $177K
|
84.9K
$9.32M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 0.97% |
$3.78K - $4.45K
|
3.96K
$435K
|
|
May 07, 2025
Q1 2025
|
Oldfield Partners LLP
|
BUY
|
- |
8.4K+ 1.57% |
$814K - $958K
|
543K
$59.6M
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1- 0.03% |
$96.9 - $114
|
3.47K
$380K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-452- 7.23% |
$43.8K - $51.5K
|
5.8K
$637K
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.1K- 7.22% |
$107K - $126K
|
14.1K
$1.55M
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
888K+ 193.16% |
$86M - $101M
|
1.35M
$148M
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
92+ 1.08% |
$8.91K - $10.5K
|
8.58K
$942K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300+ 67.11% |
$29.1K - $34.2K
|
747
$82K
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-7.25K- 5.65% |
$702K - $826K
|
121K
$13.3M
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2+ 0.03% |
$194 - $228
|
5.82K
$639K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
788+ 1.27% |
$76.3K - $89.8K
|
63K
$6.91M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.39% |
$110K - $130K
|
24.7K
$2.71M
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-3- 0.14% |
$291 - $342
|
2.13K
$233K
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
311+ 0.46% |
$30.1K - $35.5K
|
67.5K
$7.41M
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-10.3K- 1.7% |
$994K - $1.17M
|
592K
$65M
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-662- 7.81% |
$64.1K - $75.5K
|
7.81K
$857K
|