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 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.64K+ 37.85% |
$643K - $757K
|
24.2K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
964+ 5.65% |
$93.4K - $110K
|
18K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.06K- 57.97% |
$102K - $121K
|
767
$93.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 4.48% |
$581 - $684
|
128
$15.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 26.32% |
$10.2K - $12K
|
294
$35.9K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.93K+ 5.75% |
$187K - $220K
|
35.6K
$4.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-398- 9.08% |
$38.6K - $45.4K
|
3.99K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-506- 7.21% |
$49K - $57.7K
|
6.52K
$796K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
20.5K+ 24.06% |
$1.99M - $2.34M
|
106K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-583- 1.27% |
$56.5K - $66.5K
|
45.5K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
369+ 215.79% |
$35.7K - $42.1K
|
540
$66K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.56K+ 4.78% |
$151K - $178K
|
34.2K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Rheos Capital Works Inc.
|
BUY
|
- |
246K+ 164.66% |
$23.8M - $28M
|
395K
$48.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$20.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.21% |
$194 - $228
|
963
$118K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.01% |
$14.5K - $17.1K
|
14.7K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 1.45% |
$194K - $228K
|
140K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13- 0.54% |
$1.26K - $1.48K
|
2.4K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 1.01% |
$229K - $270K
|
232K
$28.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-503- 4.65% |
$48.7K - $57.3K
|
10.3K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.3K+ 252.63% |
$1.19M - $1.4M
|
17.1K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49- 0.15% |
$4.75K - $5.59K
|
32K
$3.9M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-132- 2.01% |
$12.8K - $15K
|
6.45K
$788K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-11.3K- 26.67% |
$1.09M - $1.28M
|
30.9K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.4K+ 3.93% |
$233K - $274K
|
63.5K
$7.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.61% |
$1.65K - $1.94K
|
2.76K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-622- 17.74% |
$60.3K - $70.9K
|
2.88K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 5.29% |
$13.7K - $16.1K
|
2.52K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.7K- 9.46% |
$164K - $193K
|
16.2K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$775 - $912
|
22.8K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 4.11% |
$9.69K - $11.4K
|
2.33K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-278- 2.78% |
$26.9K - $31.7K
|
9.72K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-99- 70.71% |
$9.59K - $11.3K
|
41
$5.01K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-991- 13.54% |
$96K - $113K
|
6.33K
$773K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
17+ 0.59% |
$1.65K - $1.94K
|
2.9K
$354K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.94% |
$59.6K - $70.1K
|
65.8K
$8.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.27% |
$5.72K - $6.73K
|
4.59K
$561K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-53- 1.42% |
$5.13K - $6.04K
|
3.68K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
390+ 12.83% |
$37.8K - $44.5K
|
3.43K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-680- 12.56% |
$65.9K - $77.5K
|
4.74K
$579K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 7.17% |
$293K - $344K
|
45.2K
$5.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-159- 1.76% |
$15.4K - $18.1K
|
8.86K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-375- 0.9% |
$36.3K - $42.8K
|
41.1K
$5.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$96.9 - $114
|
2.54K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.48% |
$484 - $570
|
1.06K
$129K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 0.57% |
$98.1K - $115K
|
179K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 15.91% |
$678 - $798
|
51
$6.23K
|