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 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
40.7K+ 317.42% |
$3.94M - $4.64M
|
53.5K
$5.87M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.87K- 2.54% |
$182K - $214K
|
72K
$7.9M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 46.88% |
$14.5K - $17.1K
|
170
$18.7K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 1.03% |
$14.5K - $17.1K
|
14.5K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147New |
$14.2K - $16.8K
|
147
$16.1K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-46- 2.19% |
$4.46K - $5.24K
|
2.06K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-585- 15.33% |
$56.7K - $66.7K
|
3.23K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
869+ 7.05% |
$84.2K - $99.1K
|
13.2K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
855+ 10.14% |
$82.8K - $97.5K
|
9.29K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.89K+ 2.12% |
$280K - $329K
|
139K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2.88K- 4.9% |
$279K - $328K
|
55.8K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-768- 4.14% |
$74.4K - $87.6K
|
17.8K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-118- 3.39% |
$11.4K - $13.5K
|
3.36K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
2.58M+ 1080.72% |
$250M - $294M
|
2.82M
$309M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
19.7KNew |
$1.91M - $2.25M
|
19.7K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-14.6K- 58.67% |
$1.41M - $1.66M
|
10.3K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-123- 5.54% |
$11.9K - $14K
|
2.1K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.88K+ 6.18% |
$473K - $557K
|
83.9K
$9.21M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2.27K+ 21.91% |
$220K - $259K
|
12.6K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-686- 0.79% |
$66.5K - $78.2K
|
86.4K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 1.29% |
$164K - $193K
|
133K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-958- 7.43% |
$92.8K - $109K
|
11.9K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 5.71% |
$2.67M - $3.14M
|
511K
$56M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-51.3K- 35.69% |
$4.97M - $5.85M
|
92.5K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-66.2K- 80.42% |
$6.41M - $7.55M
|
16.1K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
30.8KNew |
$2.98M - $3.51M
|
30.8K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.47K- 5.55% |
$142K - $167K
|
24.9K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-721- 1.57% |
$69.8K - $82.2K
|
45.2K
$4.96M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
522+ 9.25% |
$50.6K - $59.5K
|
6.17K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.28K- 6.67% |
$124K - $146K
|
17.9K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 55.65% |
$115K - $136K
|
3.33K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-126- 4.75% |
$12.2K - $14.4K
|
2.53K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-193- 0.3% |
$18.7K - $22K
|
64.2K
$7.05M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-199- 1.07% |
$19.3K - $22.7K
|
18.5K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 7.07% |
$16.2K - $19K
|
2.19K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
156K+ 20.04% |
$15.1M - $17.7M
|
932K
$102M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
56+ 1.45% |
$5.42K - $6.38K
|
3.93K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.98K+ 5.62% |
$870K - $1.02M
|
169K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.22K+ 5.85% |
$118K - $139K
|
22K
$2.42M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
12+ 0.4% |
$1.16K - $1.37K
|
3.03K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.03KNew |
$584K - $687K
|
6.03K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16.6K+ 11.94% |
$1.61M - $1.9M
|
156K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.04K- 44.21% |
$294K - $346K
|
3.83K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
17.4KNew |
$1.69M - $1.99M
|
17.4K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-13- 0.16% |
$1.26K - $1.48K
|
8.31K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-919- 5.84% |
$89K - $105K
|
14.8K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 77.79% |
$110K - $129K
|
2.59K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
955+ 35.15% |
$92.5K - $109K
|
3.67K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
32+ 0.88% |
$3.1K - $3.65K
|
3.65K
$401K
|