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 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
121+ 0.1% |
$11.7K - $13.8K
|
117K
$13.2M
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.32K- 3.05% |
$224K - $264K
|
73.6K
$8.32M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-75- 3.21% |
$7.27K - $8.55K
|
2.26K
$255K
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.13K- 4.33% |
$109K - $128K
|
24.9K
$2.81M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49.6K- 46.2% |
$4.81M - $5.66M
|
57.8K
$6.53M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
138KNew |
$13.4M - $15.7M
|
138K
$15.6M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31+ 1.03% |
$3K - $3.53K
|
3.04K
$343K
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
14K+ 48.13% |
$1.35M - $1.59M
|
43K
$4.86M
|
|
Q4 2024 | |||||||
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.14K- 6.74% |
$105K - $134K
|
15.8K
$1.79M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
33.4K+ 20.18% |
$3.09M - $3.93M
|
199K
$22.5M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.99K+ 0.21% |
$646K - $822K
|
3.29M
$372M
|
|
May 29, 2025
Q4 2024
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-19.9K- 2.28% |
$1.84M - $2.34M
|
854K
$96.6M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-536- 17.15% |
$49.5K - $63K
|
2.59K
$293K
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
29+ 0.96% |
$2.68K - $3.41K
|
3.05K
$345K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
74.3KNew |
$6.86M - $8.74M
|
74.3K
$8.4M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
900New |
$83.2K - $106K
|
900
$102K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
116New |
$10.7K - $13.6K
|
116
$13.1K
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 3.18% |
$6.93K - $8.82K
|
2.43K
$275K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$151K - $192K
|
1.64K
$185K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$1.49M - $1.89M
|
16.1K
$1.82M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-71- 6.73% |
$6.56K - $8.35K
|
984
$111K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$226K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
9.28KNew |
$858K - $1.09M
|
9.28K
$1.05M
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-100- 4.34% |
$9.24K - $11.8K
|
2.2K
$249K
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.49KNew |
$230K - $292K
|
2.49K
$281K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.85KNew |
$171K - $217K
|
1.85K
$209K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.5KNew |
$138K - $176K
|
1.5K
$169K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
323New |
$29.8K - $38K
|
323
$36.5K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
200+ 1.4% |
$18.5K - $23.5K
|
14.4K
$1.63M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.88K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-2.2K- 33.61% |
$203K - $259K
|
4.35K
$491K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.16% |
$1.39K - $1.76K
|
9.65K
$1.09M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.92K- 14.16% |
$546K - $696K
|
35.9K
$4.05M
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-626- 24.99% |
$57.8K - $73.6K
|
1.88K
$212K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-138- 60.0% |
$12.7K - $16.2K
|
92
$10.4K
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.36KNew |
$218K - $277K
|
2.36K
$266K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
151+ 0.84% |
$14K - $17.8K
|
18.2K
$2.06M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-534- 21.95% |
$49.3K - $62.8K
|
1.9K
$215K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.34K+ 65.01% |
$493K - $627K
|
13.5K
$1.53M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-26- 0.48% |
$2.4K - $3.06K
|
5.36K
$605K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
131New |
$12.1K - $15.4K
|
131
$14.8K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
970New |
$89.6K - $114K
|
970
$110K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.96KNew |
$181K - $231K
|
1.96K
$222K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-525K- 3.48% |
$48.5M - $61.8M
|
14.6M
$1.65B
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-10.5K- 63.72% |
$967K - $1.23M
|
5.96K
$673K
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2KNew |
$185K - $235K
|
2K
$226K
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-30- 0.14% |
$2.77K - $3.53K
|
21.4K
$2.42M
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-18.3K- 81.97% |
$1.69M - $2.15M
|
4.03K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.54K- 2.88% |
$142K - $181K
|
51.8K
$5.85M
|