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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
449+ 1.05% |
$43.5K - $51.2K
|
43.1K
$5.2M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-781- 20.34% |
$75.7K - $89K
|
3.06K
$369K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
47+ 0.65% |
$4.55K - $5.36K
|
7.23K
$872K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
127+ 1058.33% |
$12.3K - $14.5K
|
139
$16.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-127- 0.94% |
$12.3K - $14.5K
|
13.4K
$1.62M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1K- 0.83% |
$97.3K - $114K
|
120K
$14.4M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-390- 1.67% |
$37.8K - $44.5K
|
23K
$2.77M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-185- 3.68% |
$17.9K - $21.1K
|
4.84K
$584K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.84% |
$2.42K - $2.85K
|
2.99K
$361K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.06KNew |
$102K - $121K
|
1.06K
$128K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-248- 3.13% |
$24K - $28.3K
|
7.67K
$924K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.08% |
$678 - $798
|
8.52K
$1.03M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.88K- 26.79% |
$473K - $557K
|
13.3K
$1.61M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
597New |
$57.8K - $68.1K
|
597
$72K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2K- 28.39% |
$194K - $228K
|
5.04K
$608K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
823+ 4.59% |
$79.7K - $93.8K
|
18.8K
$2.26M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.1% |
$484 - $570
|
4.9K
$590K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$4.1K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
599New |
$58K - $68.3K
|
599
$72.2K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 8.94% |
$72.7K - $85.5K
|
7.64K
$921K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
322K+ 430.01% |
$31.2M - $36.7M
|
397K
$47.8M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-2- 0.01% |
$194 - $228
|
15K
$1.81M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.4K+ 5.97% |
$2.36M - $2.78M
|
433K
$52.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
564+ 1.66% |
$54.6K - $64.3K
|
34.6K
$4.17M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-697- 2.57% |
$67.5K - $79.5K
|
26.4K
$3.18M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-44- 1.43% |
$4.26K - $5.02K
|
3.04K
$366K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-3- 1.71% |
$291 - $342
|
172
$20.7K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.11% |
$581 - $684
|
5.29K
$638K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
390+ 9.15% |
$37.8K - $44.5K
|
4.65K
$561K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
97.1K+ 1989.88% |
$9.41M - $11.1M
|
102K
$12.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34K- 33.25% |
$3.29M - $3.87M
|
68.2K
$8.23M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-160- 5.1% |
$15.5K - $18.2K
|
2.98K
$359K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$221K - $260K
|
2.29K
$276K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-373- 7.64% |
$36.1K - $42.5K
|
4.51K
$544K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-571- 15.52% |
$55.3K - $65.1K
|
3.11K
$375K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
12.6K+ 4.63% |
$1.22M - $1.44M
|
285K
$34.4M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
100+ 3.52% |
$9.69K - $11.4K
|
2.94K
$354K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.15K- 2.24% |
$112K - $131K
|
50.3K
$6.07M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2K+ 273.64% |
$1.76M - $2.08M
|
24.9K
$3M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-745- 1.69% |
$72.2K - $84.9K
|
43.4K
$5.23M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-165K- 34.68% |
$16M - $18.8M
|
311K
$37.5M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-67- 3.16% |
$6.49K - $7.64K
|
2.05K
$247K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.98K+ 29.71% |
$191K - $225K
|
8.62K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
132+ 3.45% |
$12.8K - $15K
|
3.96K
$477K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.4K+ 61.98% |
$136K - $160K
|
3.66K
$442K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
568+ 2.76% |
$55K - $64.8K
|
21.2K
$2.55M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.53K- 3.86% |
$342K - $402K
|
87.8K
$10.6M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
4.21KNew |
$407K - $479K
|
4.21K
$507K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.64M+ 9.74% |
$159M - $187M
|
18.5M
$2.23B
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.01% |
$387 - $456
|
31.9K
$3.85M
|