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 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-108- 0.28% |
$10.5K - $12.3K
|
39K
$4.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
646+ 18.93% |
$62.6K - $73.6K
|
4.06K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 0.32% |
$1.55K - $1.82K
|
5.05K
$611K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 0.83% |
$19.4K - $22.8K
|
24K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$4.12K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
833+ 3.6% |
$80.7K - $95K
|
24K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.49% |
$329K - $388K
|
9.42K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
151+ 4.98% |
$14.6K - $17.2K
|
3.19K
$386K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
450+ 3.0% |
$43.6K - $51.3K
|
15.5K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-300- 0.57% |
$29.1K - $34.2K
|
52.3K
$6.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-726- 12.03% |
$70.3K - $82.8K
|
5.31K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-216- 3.62% |
$20.9K - $24.6K
|
5.74K
$695K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
249+ 2.67% |
$24.1K - $28.4K
|
9.57K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-6.23K- 76.45% |
$604K - $710K
|
1.92K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.53K- 57.85% |
$439K - $516K
|
3.3K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.06% |
$194 - $228
|
3.43K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 12.55% |
$94.6K - $111K
|
8.76K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.47K- 5.55% |
$240K - $282K
|
42.1K
$5.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-45.8K- 26.38% |
$4.44M - $5.23M
|
128K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
26K+ 42.46% |
$2.52M - $2.96M
|
87.2K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$4.94K - $5.81K
|
38.3K
$4.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 4.85% |
$162K - $190K
|
32.8K
$3.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-16K- 34.78% |
$1.55M - $1.82M
|
30K
$3.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
104KNew |
$10.1M - $11.9M
|
104K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$9.69K - $11.4K
|
26.1K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.18K- 13.21% |
$114K - $134K
|
7.72K
$934K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-549- 1.52% |
$53.2K - $62.6K
|
35.7K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$33K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.44KNew |
$721K - $849K
|
7.44K
$901K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 12.83% |
$35K - $41.2K
|
3.17K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
65.5K+ 170.04% |
$6.35M - $7.47M
|
104K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-293- 3.15% |
$28.4K - $33.4K
|
9K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
522+ 15.99% |
$50.6K - $59.5K
|
3.79K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
280+ 3.78% |
$27.1K - $31.9K
|
7.68K
$929K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 1.08% |
$98.3K - $116K
|
93.1K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100+ 106.38% |
$9.69K - $11.4K
|
194
$23.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
36+ 0.61% |
$3.49K - $4.1K
|
5.95K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.6K- 1.17% |
$251K - $296K
|
219K
$26.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.13K- 55.84% |
$884K - $1.04M
|
7.22K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$2.42K - $2.85K
|
3.19K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10.5K- 35.35% |
$1.02M - $1.2M
|
19.2K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
272+ 2.23% |
$26.3K - $31K
|
12.5K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$15.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 56.17% |
$107K - $126K
|
3.06K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 26.49% |
$150K - $176K
|
4.29K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.68K- 15.87% |
$260K - $305K
|
14.2K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
50.2K+ 6.33% |
$4.87M - $5.73M
|
844K
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.85K+ 2.68% |
$179K - $211K
|
70.9K
$8.59M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-662- 9.44% |
$64.1K - $75.5K
|
6.35K
$768K
|