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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
728+ 12.12% |
$59.5K - $90.3K
|
6.73K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-60- 1.9% |
$4.9K - $7.44K
|
3.1K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.11K- 20.26% |
$90.5K - $137K
|
4.36K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-983- 8.24% |
$80.3K - $122K
|
11K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.98K+ 6.54% |
$243K - $369K
|
48.5K
$5.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.69K- 13.57% |
$302K - $458K
|
23.5K
$2.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-758- 3.5% |
$61.9K - $94K
|
20.9K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.07K+ 34.72% |
$87.2K - $132K
|
4.14K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31KNew |
$189K - $286K
|
2.31K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.8K- 27.96% |
$392K - $595K
|
12.4K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-346- 1.68% |
$28.3K - $42.9K
|
20.2K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
942+ 14.21% |
$77K - $117K
|
7.57K
$916K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-217- 5.45% |
$17.7K - $26.9K
|
3.77K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
SELL
|
- |
-47.7K- 11.61% |
$3.9M - $5.91M
|
363K
$44M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-433- 5.2% |
$35.4K - $53.7K
|
7.89K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-15.1K- 2.48% |
$1.23M - $1.87M
|
592K
$71.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-373- 6.51% |
$30.5K - $46.3K
|
5.36K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-557- 23.26% |
$45.5K - $69.1K
|
1.84K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.26K- 35.63% |
$185K - $280K
|
4.08K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.6K+ 1.71% |
$131K - $198K
|
95.2K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-95- 2.46% |
$7.76K - $11.8K
|
3.76K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.67K+ 0.39% |
$218K - $330K
|
689K
$83.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 5.52% |
$14.3K - $21.7K
|
2.99K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.23K- 56.68% |
$345K - $524K
|
3.23K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$4.36K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 2.91% |
$1.8K - $2.73K
|
735
$89K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-200- 2.52% |
$16.3K - $24.8K
|
7.74K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.13K+ 52.13% |
$174K - $264K
|
6.2K
$751K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-903- 4.07% |
$73.8K - $112K
|
21.3K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
163+ 6.64% |
$13.3K - $20.2K
|
2.62K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.04KNew |
$167K - $253K
|
2.04K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15- 1.52% |
$1.23K - $1.86K
|
969
$117K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.15K- 8.68% |
$176K - $266K
|
22.6K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-42- 1.66% |
$3.43K - $5.21K
|
2.49K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
299+ 5.18% |
$24.4K - $37.1K
|
6.08K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-665- 2.47% |
$54.3K - $82.5K
|
26.3K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-517- 2.83% |
$42.2K - $64.1K
|
17.8K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$221K - $336K
|
2.71K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-427- 0.88% |
$34.9K - $53K
|
48K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.43K- 1.13% |
$689K - $1.05M
|
739K
$89.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.99KNew |
$244K - $370K
|
2.99K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 0.5% |
$10.1K - $15.3K
|
24.6K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
4+ 0.15% |
$327 - $496
|
2.68K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.86K+ 11.6% |
$152K - $230K
|
17.9K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
41+ 0.68% |
$3.35K - $5.08K
|
6.07K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.21K+ 81.21% |
$344K - $522K
|
9.39K
$1.14M
|