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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.27K+ 24.0% |
$220K - $259K
|
11.7K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 0.2% |
$1.45K - $1.71K
|
7.44K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-2- 0.72% |
$194 - $228
|
274
$30.6K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.02K+ 8.97% |
$98.8K - $116K
|
12.4K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 8.84% |
$309K - $364K
|
33K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
778+ 2.2% |
$75.4K - $88.7K
|
36.2K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-9.38K- 76.47% |
$909K - $1.07M
|
2.89K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
5.87KNew |
$568K - $669K
|
5.87K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-628- 17.59% |
$60.8K - $71.6K
|
2.94K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.95K- 21.64% |
$770K - $906K
|
28.8K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.12K- 15.61% |
$496K - $584K
|
27.7K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.28K+ 1429.81% |
$511K - $601K
|
5.65K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-5.59K- 6.22% |
$542K - $637K
|
84.2K
$9.39M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 6.86% |
$326K - $383K
|
52.4K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-621- 10.17% |
$60.2K - $70.8K
|
5.48K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-3.41K- 6.06% |
$330K - $388K
|
52.8K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-257- 0.61% |
$24.9K - $29.3K
|
42.2K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.3K+ 9.93% |
$901K - $1.06M
|
103K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-400- 4.3% |
$38.7K - $45.6K
|
8.9K
$992K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
346+ 1.96% |
$33.5K - $39.4K
|
18K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.98K- 0.9% |
$288K - $339K
|
328K
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
62.3KNew |
$6.03M - $7.1M
|
62.3K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-404- 4.72% |
$39.1K - $46.1K
|
8.15K
$909K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-53- 1.15% |
$5.13K - $6.04K
|
4.57K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-58K- 23.96% |
$5.62M - $6.61M
|
184K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.16K- 2.63% |
$209K - $246K
|
79.8K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-75.9K- 1.67% |
$7.35M - $8.66M
|
4.47M
$499M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-167- 2.58% |
$16.2K - $19K
|
6.3K
$703K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
876+ 2.27% |
$84.9K - $99.9K
|
39.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-203- 0.54% |
$19.7K - $23.1K
|
37.4K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
63.4K+ 12.89% |
$6.15M - $7.23M
|
556K
$62M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-715- 0.29% |
$69.3K - $81.5K
|
248K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-15- 0.17% |
$1.45K - $1.71K
|
8.86K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-88.5K- 20.5% |
$8.57M - $10.1M
|
343K
$38.3M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-233- 2.1% |
$22.6K - $26.6K
|
10.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-276- 5.21% |
$26.7K - $31.5K
|
5.02K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-61.4K- 31.9% |
$5.95M - $7M
|
131K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.37K+ 0.75% |
$133K - $156K
|
184K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 3.66% |
$9.69K - $11.4K
|
2.64K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.36MNew |
$810M - $953M
|
8.36M
$933M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.14K+ 16.0% |
$304K - $358K
|
22.8K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.23K+ 11.18% |
$216K - $254K
|
22.1K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.14% |
$387 - $456
|
2.88K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.02% |
$96.9 - $114
|
6.63K
$739K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 4.49% |
$149K - $176K
|
35.9K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-28- 1.02% |
$2.71K - $3.19K
|
2.72K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.42K- 22.47% |
$138K - $162K
|
4.91K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
28+ 0.19% |
$2.71K - $3.19K
|
14.7K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114K+ 3.54% |
$11M - $13M
|
3.33M
$371M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.79K+ 30.02% |
$174K - $204K
|
7.76K
$866K
|