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
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-721- 1.57% |
$69.8K - $82.2K
|
45.2K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
522+ 9.25% |
$50.6K - $59.5K
|
6.17K
$744K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.28K- 6.67% |
$124K - $146K
|
17.9K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 55.65% |
$115K - $136K
|
3.33K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-126- 4.75% |
$12.2K - $14.4K
|
2.53K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-193- 0.3% |
$18.7K - $22K
|
64.2K
$7.74M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-199- 1.07% |
$19.3K - $22.7K
|
18.5K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 7.07% |
$16.2K - $19K
|
2.19K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
156K+ 20.04% |
$15.1M - $17.7M
|
932K
$112M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
56+ 1.45% |
$5.42K - $6.38K
|
3.93K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.98K+ 5.62% |
$870K - $1.02M
|
169K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.22K+ 5.85% |
$118K - $139K
|
22K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
12+ 0.4% |
$1.16K - $1.37K
|
3.03K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.03KNew |
$584K - $687K
|
6.03K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16.6K+ 11.94% |
$1.61M - $1.9M
|
156K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.04K- 44.21% |
$294K - $346K
|
3.83K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
17.4KNew |
$1.69M - $1.99M
|
17.4K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-13- 0.16% |
$1.26K - $1.48K
|
8.31K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-919- 5.84% |
$89K - $105K
|
14.8K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 77.79% |
$110K - $129K
|
2.59K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
955+ 35.15% |
$92.5K - $109K
|
3.67K
$443K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
32+ 0.88% |
$3.1K - $3.65K
|
3.65K
$440K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
148+ 2.62% |
$14.3K - $16.9K
|
5.8K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.2KNew |
$990K - $1.16M
|
10.2K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-431- 0.93% |
$41.8K - $49.1K
|
46K
$5.55M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
22.3KNew |
$2.16M - $2.54M
|
22.3K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.1K- 0.93% |
$1.46M - $1.72M
|
1.61M
$194M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.58% |
$1.36K - $1.6K
|
2.43K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 4.85% |
$34.4K - $40.5K
|
7.67K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-275- 1.75% |
$26.6K - $31.4K
|
15.5K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-923- 8.44% |
$89.4K - $105K
|
10K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-23- 0.04% |
$2.23K - $2.62K
|
55.6K
$6.71M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.09K- 14.28% |
$396K - $466K
|
24.5K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4.5K+ 128.57% |
$436K - $513K
|
8K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.19K- 3.7% |
$890K - $1.05M
|
239K
$28.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-561- 3.19% |
$54.3K - $64K
|
17K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.5K- 25.24% |
$1.01M - $1.19M
|
31K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
880+ 3.87% |
$85.2K - $100K
|
23.6K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-234- 3.4% |
$22.7K - $26.7K
|
6.65K
$802K
|
|
|
May 05, 2025
Q1 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-45.9K- 5.66% |
$4.44M - $5.23M
|
765K
$92.3M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 5.1% |
$148K - $174K
|
31.5K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
22+ 0.79% |
$2.13K - $2.51K
|
2.8K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
246+ 6.43% |
$23.8K - $28K
|
4.07K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-50.6K- 58.77% |
$4.9M - $5.77M
|
35.5K
$4.28M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.11% |
$678 - $798
|
6.58K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
9.42KNew |
$912K - $1.07M
|
9.42K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 8.66% |
$58.5K - $68.9K
|
7.58K
$914K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-506- 9.51% |
$49K - $57.7K
|
4.82K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2+ 0.04% |
$194 - $228
|
5.46K
$658K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.98K- 2.44% |
$192K - $226K
|
79.3K
$9.57M
|