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 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
145+ 6.72% |
$14K - $16.5K
|
2.3K
$253K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-233- 0.44% |
$22.6K - $26.6K
|
52.2K
$5.72M
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.09% |
$25.2K - $29.6K
|
23.5K
$2.58M
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-39.6K- 87.05% |
$3.83M - $4.51M
|
5.89K
$646K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.82K+ 8.47% |
$273K - $321K
|
36.1K
$3.96M
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
167+ 7.13% |
$16.2K - $19K
|
2.51K
$275K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.3K+ 2.85% |
$319K - $376K
|
119K
$13.1M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.69K+ 13.59% |
$261K - $307K
|
22.5K
$2.47M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.05% |
$291 - $342
|
5.59K
$613K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 21.16% |
$168K - $198K
|
9.93K
$1.09M
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
46+ 0.84% |
$4.46K - $5.24K
|
5.49K
$602K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.27% |
$969 - $1.14K
|
3.67K
$402K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
348+ 4.93% |
$33.7K - $39.7K
|
7.41K
$813K
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.13K+ 16.11% |
$303K - $357K
|
22.6K
$2.48M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.92K+ 23.71% |
$380K - $447K
|
20.4K
$2.24M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.06K+ 1.81% |
$393K - $462K
|
229K
$25.1M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-397- 2.62% |
$38.5K - $45.3K
|
14.8K
$1.62M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.88K- 37.27% |
$182K - $214K
|
3.16K
$346K
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
13KNew |
$1.26M - $1.49M
|
13K
$1.43M
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-175- 1.04% |
$17K - $20K
|
16.6K
$1.82M
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-579- 0.8% |
$56.1K - $66K
|
71.6K
$7.85M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
21.6K+ 3.26% |
$2.09M - $2.46M
|
684K
$75.1M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
137+ 4.02% |
$13.3K - $15.6K
|
3.55K
$389K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-699- 32.23% |
$67.7K - $79.7K
|
1.47K
$161K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3- 0.47% |
$291 - $342
|
640
$70.2K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
465+ 5.9% |
$45K - $53K
|
8.35K
$916K
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
212+ 3.49% |
$20.5K - $24.2K
|
6.28K
$689K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
316+ 13.83% |
$30.6K - $36K
|
2.6K
$285K
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
66+ 0.09% |
$6.39K - $7.52K
|
74.3K
$8.15M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-689- 2.35% |
$66.7K - $78.5K
|
28.7K
$3.15M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
56+ 2.08% |
$5.42K - $6.38K
|
2.74K
$301K
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 0.59% |
$16.5K - $19.4K
|
28.7K
$3.14M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11- 0.34% |
$1.07K - $1.25K
|
3.19K
$350K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.8K- 4.37% |
$174K - $205K
|
39.3K
$4.31M
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-69- 0.03% |
$6.68K - $7.87K
|
234K
$25.7M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
66+ 1.08% |
$6.39K - $7.52K
|
6.17K
$677K
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 0.22% |
$2.42K - $2.85K
|
11.3K
$1.23M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.79K- 31.43% |
$852K - $1M
|
19.2K
$2.11M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-869- 20.89% |
$84.2K - $99.1K
|
3.29K
$361K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
494+ 3.76% |
$47.9K - $56.3K
|
13.6K
$1.5M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-335- 4.88% |
$32.5K - $38.2K
|
6.54K
$717K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
546+ 2.26% |
$52.9K - $62.2K
|
24.7K
$2.71M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.29% |
$775 - $912
|
2.79K
$306K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
232+ 3.3% |
$22.5K - $26.4K
|
7.27K
$797K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.11K- 13.89% |
$108K - $127K
|
6.88K
$755K
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4.09K+ 16.98% |
$396K - $466K
|
28.2K
$3.09M
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.72K- 25.05% |
$167K - $196K
|
5.15K
$565K
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 10.98% |
$102K - $120K
|
10.7K
$1.17M
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.62K- 1.68% |
$157K - $184K
|
94.6K
$10.4M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10.3K+ 423.41% |
$1M - $1.18M
|
12.8K
$1.4M
|