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 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 7.14% |
$484K - $570K
|
75K
$9.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.47K+ 401.3% |
$239K - $282K
|
3.09K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65K- 35.26% |
$159K - $188K
|
3.02K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 9.02% |
$559K - $657K
|
69.7K
$8.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-732- 1.72% |
$70.9K - $83.4K
|
41.8K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$484 - $570
|
1.61K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-31.2K- 22.17% |
$3.03M - $3.56M
|
110K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.35K- 27.35% |
$422K - $496K
|
11.6K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-770- 3.44% |
$74.6K - $87.8K
|
21.6K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 10.77% |
$125K - $148K
|
13.3K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 1.55% |
$1.83M - $2.16M
|
1.2M
$145M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 0.31% |
$872 - $1.03K
|
2.87K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-99- 4.26% |
$9.59K - $11.3K
|
2.23K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 0.72% |
$9.69K - $11.4K
|
13.7K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-117K- 22.55% |
$11.3M - $13.3M
|
401K
$48.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-318- 2.74% |
$30.8K - $36.3K
|
11.3K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 7.94% |
$544K - $640K
|
76.3K
$9.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
7.99K+ 20.52% |
$774K - $911K
|
46.9K
$5.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.14K- 1.31% |
$111K - $130K
|
86.3K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-262- 1.1% |
$25.4K - $29.9K
|
23.6K
$2.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
3.54K+ 160.2% |
$343K - $404K
|
5.75K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-282- 4.79% |
$27.3K - $32.1K
|
5.6K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 4.39% |
$62.7K - $73.8K
|
15.4K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.12K- 0.92% |
$109K - $128K
|
121K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 0.17% |
$678 - $798
|
4.06K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1+ 0.08% |
$96.9 - $114
|
1.23K
$148K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
147+ 4.28% |
$14.2K - $16.8K
|
3.58K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.6% |
$12.1K - $14.3K
|
20.9K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
98+ 1.0% |
$9.49K - $11.2K
|
9.85K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
225+ 70.98% |
$21.8K - $25.7K
|
542
$65.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-700- 2.37% |
$67.8K - $79.8K
|
28.9K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-89- 0.87% |
$8.62K - $10.1K
|
10.1K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 2.93% |
$7.27K - $8.55K
|
2.63K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.9K- 47.0% |
$184K - $216K
|
2.14K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
39+ 1.57% |
$3.78K - $4.45K
|
2.52K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$20.2K - $23.8K
|
209
$25.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-882- 10.94% |
$85.4K - $101K
|
7.18K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-463K- 11.68% |
$44.9M - $52.8M
|
3.5M
$422M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.32K+ 0.57% |
$128K - $151K
|
233K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.44% |
$3.49K - $4.1K
|
8.08K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.58K- 98.49% |
$928K - $1.09M
|
147
$17.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15K+ 10.24% |
$1.45M - $1.71M
|
162K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-172K- 51.81% |
$16.7M - $19.6M
|
160K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.05K- 32.28% |
$102K - $120K
|
2.21K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
151New |
$14.6K - $17.2K
|
151
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.65% |
$4.75K - $5.59K
|
3.02K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-90- 4.25% |
$8.72K - $10.3K
|
2.03K
$245K
|