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 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-91- 2.47% |
$8.82K - $10.4K
|
3.59K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
118+ 4.47% |
$11.4K - $13.5K
|
2.76K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-263- 3.04% |
$25.5K - $30K
|
8.38K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25New |
$2.42K - $2.85K
|
25
$3.06K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-200- 3.86% |
$19.4K - $22.8K
|
4.98K
$608K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-901- 12.93% |
$87.3K - $103K
|
6.07K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$2.03K - $2.39K
|
300
$36.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-328- 8.35% |
$31.8K - $37.4K
|
3.6K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-211- 5.88% |
$20.4K - $24.1K
|
3.38K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
93+ 1.7% |
$9.01K - $10.6K
|
5.56K
$679K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-60- 0.24% |
$5.81K - $6.84K
|
24.9K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-96- 3.71% |
$9.3K - $10.9K
|
2.49K
$304K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
97+ 95.1% |
$9.4K - $11.1K
|
199
$24.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 8.85% |
$37.4K - $44K
|
4.75K
$580K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-975- 1.64% |
$94.4K - $111K
|
58.3K
$7.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
26+ 0.52% |
$2.52K - $2.96K
|
5.07K
$620K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-243- 3.85% |
$23.5K - $27.7K
|
6.07K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.29% |
$10.2K - $12K
|
36.7K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
792+ 17.69% |
$76.7K - $90.3K
|
5.27K
$644K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 2.2% |
$15.5K - $18.2K
|
7.44K
$909K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-208- 8.4% |
$20.1K - $23.7K
|
2.27K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7.43K- 4.81% |
$720K - $847K
|
147K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-92- 1.49% |
$8.91K - $10.5K
|
6.1K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-36- 2.65% |
$3.49K - $4.1K
|
1.32K
$162K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
539+ 1.51% |
$52.2K - $61.4K
|
36.3K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.51K+ 73.53% |
$533K - $628K
|
13K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
1.91K+ 7.83% |
$185K - $217K
|
26.2K
$3.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-898- 94.73% |
$87K - $102K
|
50
$6.11K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.92K- 65.09% |
$767K - $903K
|
4.25K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-9- 9.0% |
$872 - $1.03K
|
91
$11.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.22% |
$484 - $570
|
2.28K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-31.9K- 44.54% |
$3.09M - $3.64M
|
39.7K
$4.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.49% |
$271K - $319K
|
35.7K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.56K- 68.94% |
$539K - $634K
|
2.51K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$96.9 - $114
|
12.8K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
150+ 6.19% |
$14.5K - $17.1K
|
2.57K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.55K- 5.41% |
$247K - $290K
|
44.6K
$5.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-64.8K- 67.65% |
$6.28M - $7.39M
|
31K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.6% |
$1.55K - $1.82K
|
2.69K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.3K+ 46.97% |
$1.77M - $2.08M
|
57.2K
$6.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.66K- 22.99% |
$161K - $189K
|
5.56K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-197- 19.92% |
$19.1K - $22.5K
|
792
$96.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-283- 2.33% |
$27.4K - $32.3K
|
11.9K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1K- 6.52% |
$96.9K - $114K
|
14.3K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-96- 2.9% |
$9.3K - $10.9K
|
3.21K
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-979- 3.14% |
$94.8K - $112K
|
30.2K
$3.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.43% |
$194 - $228
|
466
$56.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$701K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.45K - $1.71K
|
4.74K
$579K
|