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
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.57K+ 16.52% |
$152K - $179K
|
11.1K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.27% |
$7.46K - $8.78K
|
6K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.96K+ 26.72% |
$577K - $679K
|
28.3K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.54K- 91.49% |
$343K - $403K
|
329
$39.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-953- 23.73% |
$92.3K - $109K
|
3.06K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.46K+ 16.56% |
$141K - $166K
|
10.3K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
160+ 2.61% |
$15.5K - $18.2K
|
6.28K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
4+ 0.15% |
$387 - $456
|
2.6K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.31K+ 1.1% |
$224K - $263K
|
213K
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.33K- 1.63% |
$419K - $493K
|
260K
$31.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$320K - $377K
|
3.31K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 5.2% |
$616K - $725K
|
129K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-299- 5.01% |
$29K - $34.1K
|
5.67K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.2% |
$1.55K - $1.82K
|
7.98K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.62K+ 2166.89% |
$932K - $1.1M
|
10.1K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.48% |
$7.27K - $8.55K
|
15.5K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.36% |
$1.26K - $1.48K
|
3.59K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 7.55% |
$130K - $153K
|
19.1K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.05K- 16.26% |
$101K - $119K
|
5.39K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-20.5K- 2.7% |
$1.98M - $2.33M
|
738K
$89M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.39K- 1.91% |
$328K - $386K
|
174K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.61K- 47.34% |
$446K - $525K
|
5.13K
$618K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
101+ 29.19% |
$9.78K - $11.5K
|
447
$53.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-422- 16.98% |
$40.9K - $48.1K
|
2.06K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.28K- 99.96% |
$221K - $260K
|
1
$121
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
375+ 0.63% |
$36.3K - $42.8K
|
59.7K
$7.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
203+ 5.37% |
$19.7K - $23.1K
|
3.98K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 2.04% |
$4.65K - $5.47K
|
2.4K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-47- 0.78% |
$4.55K - $5.36K
|
5.97K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 2.46% |
$9.69K - $11.4K
|
3.97K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.22K- 0.83% |
$506K - $595K
|
623K
$75.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-147- 14.92% |
$14.2K - $16.8K
|
838
$101K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-55- 16.67% |
$5.33K - $6.27K
|
275
$33.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
408+ 18.17% |
$39.5K - $46.5K
|
2.65K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
230+ 0.24% |
$22.3K - $26.2K
|
97.2K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-27- 1.09% |
$2.62K - $3.08K
|
2.44K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
585+ 1.09% |
$56.7K - $66.7K
|
54.4K
$6.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-21- 0.21% |
$2.03K - $2.39K
|
9.76K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-565- 1.08% |
$54.7K - $64.4K
|
51.7K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.08K- 32.48% |
$395K - $465K
|
8.47K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.42KNew |
$235K - $276K
|
2.42K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 5.49% |
$2.71K - $3.19K
|
538
$64.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-832- 10.04% |
$80.6K - $94.8K
|
7.45K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.22K- 4.12% |
$118K - $139K
|
28.5K
$3.44M
|