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
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$3.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$668K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.4K- 4.76% |
$136K - $160K
|
28K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-40K- 38.91% |
$3.87M - $4.55M
|
62.7K
$7.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-109- 1.17% |
$10.6K - $12.4K
|
9.19K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.33% |
$6.59K - $7.75K
|
2.85K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
250+ 4.73% |
$24.2K - $28.5K
|
5.54K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 8.15% |
$447K - $526K
|
61.3K
$7.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
27+ 0.87% |
$2.62K - $3.08K
|
3.14K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.3K- 68.84% |
$901K - $1.06M
|
4.21K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-360- 2.14% |
$34.9K - $41K
|
16.5K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-65- 2.64% |
$6.3K - $7.41K
|
2.4K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
281+ 5.82% |
$27.2K - $32K
|
5.11K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.81K- 10.24% |
$950K - $1.12M
|
85.9K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.64K+ 37.85% |
$643K - $757K
|
24.2K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-543- 5.6% |
$52.6K - $61.9K
|
9.16K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
964+ 5.65% |
$93.4K - $110K
|
18K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.06K- 57.97% |
$102K - $121K
|
767
$92K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 4.48% |
$581 - $684
|
128
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-627- 1.18% |
$60.7K - $71.5K
|
52.7K
$6.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 26.32% |
$10.2K - $12K
|
294
$35.3K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.93K+ 5.75% |
$187K - $220K
|
35.6K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-398- 9.08% |
$38.6K - $45.4K
|
3.99K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-506- 7.21% |
$49K - $57.7K
|
6.52K
$782K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
20.5K+ 24.06% |
$1.99M - $2.34M
|
106K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-583- 1.27% |
$56.5K - $66.5K
|
45.5K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
369+ 215.79% |
$35.7K - $42.1K
|
540
$64.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.94K+ 115.95% |
$285K - $336K
|
5.48K
$658K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.56K+ 4.78% |
$151K - $178K
|
34.2K
$4.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
665+ 15.39% |
$64.4K - $75.8K
|
4.99K
$598K
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
246K+ 164.66% |
$23.8M - $28M
|
395K
$47.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$19.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.21% |
$194 - $228
|
963
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.01% |
$14.5K - $17.1K
|
14.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 1.45% |
$194K - $228K
|
140K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13- 0.54% |
$1.26K - $1.48K
|
2.4K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
231+ 4.8% |
$22.4K - $26.3K
|
5.05K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 1.01% |
$229K - $270K
|
232K
$27.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.11K- 10.92% |
$398K - $468K
|
33.5K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-503- 4.65% |
$48.7K - $57.3K
|
10.3K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3K+ 252.63% |
$1.19M - $1.4M
|
17.1K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 4.03% |
$16.6K - $19.5K
|
4.08K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-52- 1.75% |
$5.04K - $5.93K
|
2.91K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49- 0.15% |
$4.75K - $5.59K
|
32K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-132- 2.01% |
$12.8K - $15K
|
6.45K
$773K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-11.3K- 26.67% |
$1.09M - $1.28M
|
30.9K
$3.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.4K+ 3.93% |
$233K - $274K
|
63.5K
$7.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$172K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.61% |
$1.65K - $1.94K
|
2.76K
$331K
|