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 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.95K- 6.58% |
$285K - $336K
|
41.8K
$4.59M
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
65.5K+ 10954.01% |
$6.35M - $7.47M
|
66.1K
$7.25M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.27K- 36.67% |
$123K - $144K
|
2.19K
$240K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10+ 0.37% |
$969 - $1.14K
|
2.73K
$300K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
931+ 83.35% |
$90.2K - $106K
|
2.05K
$225K
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
249+ 2.72% |
$24.1K - $28.4K
|
9.39K
$1.03M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-115- 0.56% |
$11.1K - $13.1K
|
20.6K
$2.26M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.08K+ 4.5% |
$686K - $808K
|
165K
$18.1M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
736New |
$71.3K - $83.9K
|
736
$80.8K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3KNew |
$291K - $342K
|
3K
$329K
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.31K- 1.46% |
$708K - $834K
|
493K
$54.1M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-130- 2.12% |
$12.6K - $14.8K
|
6.01K
$659K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 13.59% |
$47.3K - $55.6K
|
3.1K
$340K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.18K- 5.63% |
$114K - $135K
|
19.8K
$2.17M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
574+ 6.57% |
$55.6K - $65.4K
|
9.31K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-201- 4.47% |
$19.5K - $22.9K
|
4.3K
$472K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 0.21% |
$1.45K - $1.71K
|
7K
$768K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
37+ 0.25% |
$3.58K - $4.22K
|
15.1K
$1.65M
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-32.1K- 2.62% |
$3.11M - $3.66M
|
1.19M
$131M
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
444+ 18.35% |
$43K - $50.6K
|
2.86K
$314K
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.34K+ 3.85% |
$323K - $381K
|
90.1K
$9.88M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-471- 14.2% |
$45.6K - $53.7K
|
2.85K
$312K
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
78+ 0.13% |
$7.56K - $8.89K
|
59.4K
$6.52M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-4.69K- 32.51% |
$454K - $534K
|
9.73K
$1.07M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.57K- 1.61% |
$152K - $179K
|
95.8K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.78KNew |
$463K - $545K
|
4.78K
$524K
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 25.51% |
$85.1K - $100K
|
4.33K
$475K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.31K- 7.86% |
$127K - $149K
|
15.3K
$1.68M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 0.17% |
$484 - $570
|
2.93K
$321K
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.15% |
$1.45K - $1.71K
|
10.1K
$1.11M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-855- 29.52% |
$82.8K - $97.5K
|
2.04K
$224K
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-403- 0.09% |
$39K - $45.9K
|
439K
$48.1M
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$3.68K - $4.33K
|
8.88K
$974K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.19K+ 9.39% |
$793K - $934K
|
95.4K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.11K- 3.55% |
$204K - $240K
|
57.2K
$6.28M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 4.9% |
$268K - $315K
|
53.6K
$5.88M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.08% |
$295K - $347K
|
39.9K
$4.38M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.55K+ 11.74% |
$634K - $747K
|
62.3K
$6.84M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 2.49% |
$13.8K - $16.2K
|
5.85K
$642K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.15% |
$10.7K - $12.5K
|
5.22K
$573K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
62+ 1.04% |
$6.01K - $7.07K
|
6K
$658K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-253- 0.57% |
$24.5K - $28.8K
|
43.9K
$4.82M
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.96K+ 51.1% |
$674K - $793K
|
20.6K
$2.26M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-805- 17.74% |
$78K - $91.8K
|
3.73K
$410K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-890- 5.45% |
$86.2K - $101K
|
15.4K
$1.69M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-71.5K- 7.83% |
$6.92M - $8.15M
|
841K
$92.3M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
77+ 2.5% |
$7.46K - $8.78K
|
3.15K
$346K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 18.69% |
$352K - $414K
|
15.8K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.43K- 7.52% |
$817K - $961K
|
104K
$11.4M
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
16.3K+ 1.15% |
$1.57M - $1.85M
|
1.43M
$157M
|