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 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 0.83% |
$100K - $118K
|
123K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.98K- 47.07% |
$288K - $339K
|
3.35K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
312+ 0.98% |
$30.2K - $35.6K
|
32.2K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.59K- 7.3% |
$154K - $181K
|
20.2K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.05K- 7.67% |
$489K - $575K
|
60.8K
$7.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-515- 2.92% |
$49.9K - $58.7K
|
17.1K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
539+ 1.13% |
$52.2K - $61.4K
|
48.2K
$5.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76New |
$7.36K - $8.66K
|
76
$9.12K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-773- 1.78% |
$74.9K - $88.1K
|
42.8K
$5.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
88+ 4.11% |
$8.52K - $10K
|
2.23K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.28K+ 0.68% |
$415K - $488K
|
633K
$76M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-14.4K- 2.32% |
$1.39M - $1.64M
|
607K
$72.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.37K- 9.18% |
$132K - $156K
|
13.5K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-451- 0.51% |
$43.7K - $51.4K
|
88K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47+ 0.81% |
$4.55K - $5.36K
|
5.88K
$706K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
357+ 1.01% |
$34.6K - $40.7K
|
35.6K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.16% |
$581 - $684
|
3.83K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
2.21K+ 49.63% |
$214K - $252K
|
6.65K
$798K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
250+ 4.05% |
$24.2K - $28.5K
|
6.42K
$770K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 0.14% |
$484 - $570
|
3.69K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 12.7% |
$97.8K - $115K
|
8.96K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-547- 0.68% |
$53K - $62.4K
|
80.4K
$9.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-291- 4.45% |
$28.2K - $33.2K
|
6.25K
$750K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-586- 10.01% |
$56.8K - $66.8K
|
5.27K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-150- 0.35% |
$14.5K - $17.1K
|
42.5K
$5.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-540- 1.18% |
$52.3K - $61.6K
|
45K
$5.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 5.71% |
$181K - $213K
|
30.9K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 1.08% |
$2.81K - $3.31K
|
2.67K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-425- 7.28% |
$41.2K - $48.5K
|
5.41K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-171- 2.28% |
$16.6K - $19.5K
|
7.33K
$880K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-646- 97.0% |
$62.6K - $73.6K
|
20
$2.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-80- 0.17% |
$7.75K - $9.12K
|
48.2K
$5.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.6% |
$96.9 - $114
|
168
$20.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1+ 0.04% |
$96.9 - $114
|
2.56K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.6K- 31.19% |
$252K - $296K
|
5.74K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.45K- 2.55% |
$237K - $279K
|
93.6K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$2.62K - $3.08K
|
9.11K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.57K- 6.63% |
$830K - $977K
|
121K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-42- 0.83% |
$4.07K - $4.79K
|
5.01K
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-588- 3.64% |
$57K - $67K
|
15.6K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-75- 2.22% |
$7.27K - $8.55K
|
3.3K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.81% |
$155K - $182K
|
86.6K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-19- 0.6% |
$1.84K - $2.17K
|
3.15K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-23- 0.66% |
$2.23K - $2.62K
|
3.45K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.39K- 6.68% |
$134K - $158K
|
19.4K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-205- 15.66% |
$19.9K - $23.4K
|
1.1K
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 0.69% |
$22.6K - $26.6K
|
33.9K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-102- 3.22% |
$9.88K - $11.6K
|
3.06K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
629+ 4.82% |
$60.9K - $71.7K
|
13.7K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
887+ 3.84% |
$85.9K - $101K
|
24K
$2.87M
|