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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-26.5K- 12.59% |
$2.57M - $3.02M
|
184K
$20.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47.1K+ 13.25% |
$4.56M - $5.37M
|
403K
$44.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-549- 1.52% |
$53.2K - $62.6K
|
35.7K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
29+ 1.3% |
$2.81K - $3.31K
|
2.27K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$30K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.44KNew |
$721K - $849K
|
7.44K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 12.83% |
$35K - $41.2K
|
3.17K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$96.9 - $114
|
462
$50.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
65.5K+ 170.04% |
$6.35M - $7.47M
|
104K
$11.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-416- 2.81% |
$40.3K - $47.4K
|
14.4K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-293- 3.15% |
$28.4K - $33.4K
|
9K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
522+ 15.99% |
$50.6K - $59.5K
|
3.79K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
280+ 3.78% |
$27.1K - $31.9K
|
7.68K
$842K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.85% |
$135K - $158K
|
47.4K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 1.08% |
$98.3K - $116K
|
93.1K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100+ 106.38% |
$9.69K - $11.4K
|
194
$21.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
36+ 0.61% |
$3.49K - $4.1K
|
5.95K
$653K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-800- 4.73% |
$77.5K - $91.2K
|
16.1K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
123+ 0.25% |
$11.9K - $14K
|
48.4K
$5.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
669+ 22.25% |
$64.8K - $76.3K
|
3.68K
$403K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-244- 1.99% |
$23.6K - $27.8K
|
12K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
170+ 1.21% |
$16.5K - $19.4K
|
14.2K
$1.56M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.6K- 1.17% |
$251K - $296K
|
219K
$24M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.13K- 55.84% |
$884K - $1.04M
|
7.22K
$792K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$2.42K - $2.85K
|
3.19K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-90- 2.56% |
$8.72K - $10.3K
|
3.42K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 8.9% |
$19.4K - $22.8K
|
2.45K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.45K+ 5.16% |
$140K - $165K
|
29.5K
$3.23M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10.5K- 35.35% |
$1.02M - $1.2M
|
19.2K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
272+ 2.23% |
$26.3K - $31K
|
12.5K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
27+ 207.69% |
$2.62K - $3.08K
|
40
$4.39K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$13.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-32- 0.06% |
$3.1K - $3.65K
|
54.7K
$6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
226+ 1.06% |
$21.9K - $25.8K
|
21.6K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 56.17% |
$107K - $126K
|
3.06K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 26.49% |
$150K - $176K
|
4.29K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.11K- 45.24% |
$301K - $354K
|
3.76K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.68K- 15.87% |
$260K - $305K
|
14.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
50.2K+ 6.33% |
$4.87M - $5.73M
|
844K
$92.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.85K+ 2.68% |
$179K - $211K
|
70.9K
$7.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
273+ 0.81% |
$26.4K - $31.1K
|
33.8K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.87% |
$11.9K - $14K
|
14.2K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-662- 9.44% |
$64.1K - $75.5K
|
6.35K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 1.08% |
$1.6M - $1.88M
|
1.51M
$165M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-6.5K- 26.67% |
$630K - $741K
|
17.9K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.99K- 67.45% |
$774K - $911K
|
3.86K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$581 - $684
|
4.59K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-33.4K- 80.07% |
$3.24M - $3.81M
|
8.32K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-21- 0.7% |
$2.03K - $2.39K
|
3K
$329K
|