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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.85K+ 20.26% |
$276K - $324K
|
16.9K
$1.9M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.66% |
$13.5K - $15.8K
|
21.2K
$2.39M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18+ 0.55% |
$1.74K - $2.05K
|
3.29K
$370K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 35.85% |
$204K - $240K
|
3.77K
$423K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-447- 1.23% |
$43.3K - $51K
|
35.8K
$4.03M
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.16K- 0.85% |
$112K - $132K
|
135K
$15.1M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
153+ 1.29% |
$14.8K - $17.4K
|
12K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
96+ 6.1% |
$9.3K - $10.9K
|
1.67K
$188K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.2K- 1.74% |
$1.09M - $1.28M
|
633K
$71.2M
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
317+ 1.33% |
$30.7K - $36.1K
|
24.2K
$2.72M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.46K+ 0.66% |
$141K - $166K
|
224K
$25.2M
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-695- 3.17% |
$67.3K - $79.2K
|
21.2K
$2.38M
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.07M+ 251.66% |
$103M - $122M
|
1.49M
$168M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 1.62% |
$5.62K - $6.61K
|
3.63K
$408K
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-123- 7.7% |
$11.9K - $14K
|
1.47K
$166K
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
10+ 0.45% |
$969 - $1.14K
|
2.21K
$248K
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.5K- 2.91% |
$242K - $284K
|
83.3K
$9.36M
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
206+ 3.54% |
$20K - $23.5K
|
6.03K
$677K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-52- 0.56% |
$5.04K - $5.93K
|
9.22K
$1.04M
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-404- 2.21% |
$39.1K - $46.1K
|
17.9K
$2.01M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 9.0% |
$34.9K - $41K
|
3.64K
$409K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
240+ 2.14% |
$23.2K - $27.4K
|
11.5K
$1.29M
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.64% |
$29.1K - $34.2K
|
18K
$2.02M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.4% |
$4.84K - $5.7K
|
2.14K
$240K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-780- 6.46% |
$75.6K - $88.9K
|
11.3K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
68+ 2.85% |
$6.59K - $7.75K
|
2.45K
$276K
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.93% |
$12.1K - $14.3K
|
13.4K
$1.5M
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
180+ 6.12% |
$17.4K - $20.5K
|
3.12K
$351K
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-4.05K- 2.5% |
$393K - $462K
|
158K
$17.8M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 2.11% |
$22K - $25.9K
|
10.6K
$1.19M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.73% |
$3.78K - $4.45K
|
5.38K
$604K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.93% |
$2.91K - $3.42K
|
3.2K
$359K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-432- 1.81% |
$41.8K - $49.2K
|
23.5K
$2.64M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
197+ 9.8% |
$19.1K - $22.5K
|
2.21K
$248K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$15K - $17.7K
|
22.8K
$2.56M
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-45- 1.25% |
$4.36K - $5.13K
|
3.54K
$398K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-343- 6.27% |
$33.2K - $39.1K
|
5.13K
$576K
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-775- 24.5% |
$75.1K - $88.4K
|
2.39K
$268K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-410- 2.63% |
$39.7K - $46.7K
|
15.2K
$1.71M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.35% |
$872 - $1.03K
|
2.56K
$288K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.78K+ 25.81% |
$269K - $317K
|
13.6K
$1.52M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-109- 1.62% |
$10.6K - $12.4K
|
6.61K
$742K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-26.2K- 3.68% |
$2.54M - $2.99M
|
686K
$77.1M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-647- 10.34% |
$62.7K - $73.8K
|
5.61K
$630K
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.39K+ 14.54% |
$716K - $842K
|
58.2K
$6.54M
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-600- 0.27% |
$58.1K - $68.4K
|
220K
$24.7M
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
467+ 24.5% |
$45.2K - $53.2K
|
2.37K
$267K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.44K+ 21.0% |
$333K - $392K
|
19.8K
$2.23M
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$3.29M
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$625K
|