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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$197K - $232K
|
2.03K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.19K+ 2.34% |
$309K - $364K
|
140K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.2% |
$96.9K - $114K
|
490K
$53.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.35% |
$1.45K - $1.71K
|
4.35K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.34K+ 11.0% |
$420K - $495K
|
43.8K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-218- 3.63% |
$21.1K - $24.9K
|
5.78K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.37K+ 4.5% |
$229K - $270K
|
54.9K
$6.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.27K- 39.74% |
$220K - $259K
|
3.44K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.12% |
$581 - $684
|
4.93K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-14.5K- 11.05% |
$1.41M - $1.66M
|
117K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.59K- 4.12% |
$251K - $296K
|
60.3K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-8.05K- 34.99% |
$780K - $918K
|
15K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.64K+ 11.64% |
$159K - $187K
|
15.8K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
269+ 0.1% |
$26.1K - $30.7K
|
271K
$29.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 29.13% |
$314K - $369K
|
14.4K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
22.9KNew |
$2.22M - $2.61M
|
22.9K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-326- 2.86% |
$31.6K - $37.2K
|
11.1K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
142+ 4.81% |
$13.8K - $16.2K
|
3.09K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.41KNew |
$234K - $275K
|
2.41K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.5K+ 16.93% |
$629K - $741K
|
44.9K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
66+ 7.01% |
$6.39K - $7.52K
|
1.01K
$111K
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 7.14% |
$484K - $570K
|
75K
$8.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.47K+ 401.3% |
$239K - $282K
|
3.09K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65K- 35.26% |
$159K - $188K
|
3.02K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 9.02% |
$559K - $657K
|
69.7K
$7.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-732- 1.72% |
$70.9K - $83.4K
|
41.8K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$484 - $570
|
1.61K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-31.2K- 22.17% |
$3.03M - $3.56M
|
110K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.35K- 27.35% |
$422K - $496K
|
11.6K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-770- 3.44% |
$74.6K - $87.8K
|
21.6K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 10.77% |
$125K - $148K
|
13.3K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 1.55% |
$1.83M - $2.16M
|
1.2M
$132M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 0.31% |
$872 - $1.03K
|
2.87K
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-99- 4.26% |
$9.59K - $11.3K
|
2.23K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 0.72% |
$9.69K - $11.4K
|
13.7K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-117K- 22.55% |
$11.3M - $13.3M
|
401K
$44M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-318- 2.74% |
$30.8K - $36.3K
|
11.3K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 7.94% |
$544K - $640K
|
76.3K
$8.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
7.99K+ 20.52% |
$774K - $911K
|
46.9K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.14K- 1.31% |
$111K - $130K
|
86.3K
$9.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-262- 1.1% |
$25.4K - $29.9K
|
23.6K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
3.54K+ 160.2% |
$343K - $404K
|
5.75K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-282- 4.79% |
$27.3K - $32.1K
|
5.6K
$615K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 4.39% |
$62.7K - $73.8K
|
15.4K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.12K- 0.92% |
$109K - $128K
|
121K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 0.17% |
$678 - $798
|
4.06K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1+ 0.08% |
$96.9 - $114
|
1.23K
$135K
|