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 |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-40.3K- 6.33% |
$3.29M - $5M
|
596K
$71.8M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$239K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-405- 2.64% |
$33.1K - $50.2K
|
15K
$1.8M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.19K- 9.05% |
$97.2K - $148K
|
12K
$1.44M
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
362+ 5.54% |
$29.6K - $44.9K
|
6.9K
$832K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-176- 7.95% |
$14.4K - $21.8K
|
2.04K
$246K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
437+ 9.47% |
$35.7K - $54.2K
|
5.05K
$610K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
73New |
$5.97K - $9.05K
|
73
$8.8K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-96Closed |
$7.85K - $11.9K
|
0
$0
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-804- 6.03% |
$65.7K - $99.7K
|
12.5K
$1.51M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-100- 44.05% |
$8.17K - $12.4K
|
127
$15.3K
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-175- 0.49% |
$14.3K - $21.7K
|
35.6K
$4.29M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-891- 14.24% |
$72.8K - $110K
|
5.37K
$647K
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
152+ 1.4% |
$12.4K - $18.8K
|
11K
$1.33M
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
73+ 2.13% |
$5.97K - $9.05K
|
3.5K
$423K
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
480+ 9.01% |
$39.2K - $59.5K
|
5.81K
$701K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.8KNew |
$147K - $223K
|
1.8K
$216K
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-4.2K- 40.98% |
$343K - $521K
|
6.05K
$730K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.02K- 1.94% |
$83.4K - $127K
|
51.6K
$6.22M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.57K+ 6.04% |
$210K - $319K
|
45.2K
$5.45M
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-3.25K- 20.16% |
$266K - $403K
|
12.9K
$1.55M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-466- 3.34% |
$38.1K - $57.8K
|
13.5K
$1.63M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77+ 19.35% |
$6.29K - $9.55K
|
475
$57.3K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.26K- 14.35% |
$675K - $1.02M
|
49.3K
$5.95M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.48K+ 48.5% |
$121K - $183K
|
4.52K
$545K
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-600- 19.77% |
$49K - $74.4K
|
2.44K
$294K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
193+ 6.64% |
$15.8K - $23.9K
|
3.1K
$374K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-667- 25.17% |
$54.5K - $82.7K
|
1.98K
$239K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
31+ 1.18% |
$2.53K - $3.84K
|
2.66K
$321K
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-803- 3.05% |
$65.6K - $99.6K
|
25.6K
$3.08M
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-1.17K- 1.0% |
$95.3K - $145K
|
115K
$13.9M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
456+ 1.2% |
$37.3K - $56.5K
|
38.5K
$4.64M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-609- 0.83% |
$49.8K - $75.5K
|
73K
$8.81M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-618- 16.49% |
$50.5K - $76.6K
|
3.13K
$377K
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-937- 9.8% |
$76.6K - $116K
|
8.62K
$1.04M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.55K- 18.57% |
$454K - $689K
|
24.4K
$2.94M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-40K- 62.35% |
$3.27M - $4.96M
|
24.1K
$2.91M
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-780- 11.62% |
$63.7K - $96.7K
|
5.94K
$716K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50+ 1.24% |
$4.09K - $6.2K
|
4.08K
$492K
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.34K+ 3.12% |
$110K - $166K
|
44.3K
$5.34M
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 0.63% |
$5.23K - $7.94K
|
10.1K
$1.22M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.37K- 7.06% |
$275K - $417K
|
44.3K
$5.35M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-23- 0.02% |
$1.88K - $2.85K
|
138K
$16.6M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
286+ 10.2% |
$23.4K - $35.5K
|
3.09K
$373K
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.55K- 22.32% |
$454K - $688K
|
19.3K
$2.33M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
8.99K+ 38.13% |
$735K - $1.11M
|
32.6K
$3.93M
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.48KNew |
$240K - $282K
|
2.48K
$299K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.01M- 60.96% |
$97.9M - $115M
|
647K
$78M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
66.9KNew |
$6.48M - $7.62M
|
66.9K
$8.06M
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
1+ 0.04% |
$96.9 - $114
|
2.28K
$275K
|