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 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
345+ 10.04% |
$33.4K - $39.3K
|
3.78K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.47K+ 4.22% |
$142K - $167K
|
36.2K
$3.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
226+ 5.56% |
$21.9K - $25.8K
|
4.29K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-389- 15.01% |
$37.7K - $44.3K
|
2.2K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.66% |
$4.26K - $5.02K
|
6.74K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.75K+ 4.66% |
$363K - $428K
|
84.3K
$9.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
51+ 0.67% |
$4.94K - $5.81K
|
7.69K
$844K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
49+ 0.22% |
$4.75K - $5.59K
|
22.5K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$2.32K - $2.74K
|
4.11K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-66- 1.78% |
$6.39K - $7.52K
|
3.65K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$700K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-546- 15.56% |
$52.9K - $62.2K
|
2.96K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
825+ 1.82% |
$79.9K - $94.1K
|
46.3K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 4.35% |
$194 - $228
|
44
$4.83K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.12K+ 24.86% |
$399K - $469K
|
20.7K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
324+ 4.26% |
$31.4K - $36.9K
|
7.94K
$871K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-49.6K- 6.85% |
$4.8M - $5.65M
|
675K
$74M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
415+ 2.0% |
$40.2K - $47.3K
|
21.1K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.7K+ 6.34% |
$164K - $193K
|
28.5K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 11.57% |
$48.4K - $57K
|
4.82K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
191+ 3.29% |
$18.5K - $21.8K
|
6K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116- 2.44% |
$11.2K - $13.2K
|
4.63K
$508K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 3.64% |
$8.82K - $10.4K
|
2.41K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.41K+ 39.52% |
$234K - $275K
|
8.51K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 7.2% |
$5.33K - $6.27K
|
819
$89.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-441- 0.92% |
$42.7K - $50.3K
|
47.4K
$5.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
791+ 9.88% |
$76.6K - $90.2K
|
8.8K
$965K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.74K- 22.11% |
$168K - $198K
|
6.12K
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
912+ 13.68% |
$88.3K - $104K
|
7.58K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
130+ 0.52% |
$12.6K - $14.8K
|
25.4K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.26K- 8.61% |
$219K - $258K
|
24K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53+ 0.28% |
$5.13K - $6.04K
|
18.8K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.53K+ 9.62% |
$245K - $288K
|
28.8K
$3.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.12K+ 3.63% |
$109K - $128K
|
32.1K
$3.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.2K- 2.38% |
$892K - $1.05M
|
378K
$41.5M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-20- 0.83% |
$1.94K - $2.28K
|
2.38K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$387 - $456
|
2.12K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-225- 2.63% |
$21.8K - $25.7K
|
8.33K
$914K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.64K+ 4.77% |
$158K - $187K
|
35.9K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
726+ 11.3% |
$70.3K - $82.8K
|
7.15K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
243+ 2.49% |
$23.5K - $27.7K
|
10K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
52+ 0.46% |
$5.04K - $5.93K
|
11.3K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.25K+ 29.67% |
$315K - $371K
|
14.2K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-283- 3.06% |
$27.4K - $32.3K
|
8.97K
$985K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
229+ 12.27% |
$22.2K - $26.1K
|
2.1K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-257- 0.97% |
$24.9K - $29.3K
|
26.1K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.6% |
$291 - $342
|
507
$55.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
70+ 0.11% |
$6.78K - $7.98K
|
64.9K
$7.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.33K+ 6.18% |
$322K - $379K
|
57.1K
$6.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.57K+ 505.62% |
$637K - $749K
|
7.87K
$864K
|