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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.11K- 33.56% |
$336K - $509K
|
8.13K
$940K
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.95K- 30.79% |
$159K - $242K
|
4.38K
$506K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.96K- 16.0% |
$323K - $491K
|
20.8K
$2.4M
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
67+ 1.93% |
$5.48K - $8.31K
|
3.53K
$408K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-452- 2.57% |
$36.9K - $56.1K
|
17.2K
$1.98M
|
|
Aug 08, 2025
Q2 2025
|
Pinnbrook Capital Management LP
|
BUY
|
- |
65.7KNew |
$5.37M - $8.14M
|
65.7K
$7.59M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
348+ 15.01% |
$28.4K - $43.2K
|
2.67K
$308K
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-436- 1.47% |
$35.6K - $54.1K
|
29.3K
$3.39M
|
|
Aug 08, 2025
Q2 2025
|
Lindsell Train LTD
London, X0 |
SELL
|
- |
-194K- 4.52% |
$15.8M - $24M
|
4.09M
$473M
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
27.5K+ 6.65% |
$2.25M - $3.41M
|
441K
$51M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
57.4K+ 4.18% |
$4.69M - $7.12M
|
1.43M
$166M
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-81- 0.89% |
$6.62K - $10K
|
9.03K
$1.04M
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-256- 12.48% |
$20.9K - $31.7K
|
1.8K
$208K
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
97.3K+ 14.75% |
$7.95M - $12.1M
|
757K
$87.5M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 8.72% |
$945K - $1.43M
|
121K
$14M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 4.43% |
$1.85M - $2.81M
|
488K
$56.4M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$24.5K - $37.2K
|
300
$34.7K
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
83.3K+ 9.46% |
$6.81M - $10.3M
|
964K
$111M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.1K- 1.26% |
$662K - $1M
|
635K
$73.4M
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-145- 5.28% |
$11.8K - $18K
|
2.6K
$301K
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-200- 8.81% |
$16.3K - $24.8K
|
2.07K
$239K
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-826- 10.95% |
$67.5K - $102K
|
6.72K
$777K
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-764- 3.94% |
$62.4K - $94.7K
|
18.6K
$2.15M
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
71+ 9.06% |
$5.8K - $8.8K
|
855
$98.9K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.12K- 39.16% |
$336K - $511K
|
6.4K
$740K
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31.1K+ 13.63% |
$2.54M - $3.85M
|
259K
$30M
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-186K- 59.8% |
$15.2M - $23.1M
|
125K
$14.4M
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
48K+ 53.87% |
$3.92M - $5.95M
|
137K
$15.9M
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.5K- 61.69% |
$776K - $1.18M
|
5.9K
$682K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
774+ 1.92% |
$63.3K - $96K
|
41K
$4.74M
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
188+ 19.38% |
$15.4K - $23.3K
|
1.16K
$134K
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.8M- 73.83% |
$147M - $223M
|
638K
$73.7M
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$163 - $248
|
17.4K
$2.01M
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-25- 1.06% |
$2.04K - $3.1K
|
2.34K
$270K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-310- 16.76% |
$25.3K - $38.4K
|
1.54K
$178K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-24- 1.04% |
$1.96K - $2.98K
|
2.28K
$263K
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.37K- 38.19% |
$193K - $294K
|
3.83K
$443K
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.24% |
$572 - $868
|
2.93K
$339K
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.53K+ 19.18% |
$288K - $438K
|
21.9K
$2.53M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
981+ 6.91% |
$80.2K - $122K
|
15.2K
$1.76M
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.4K- 32.84% |
$196K - $297K
|
4.9K
$567K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 10.96% |
$3.27K - $4.96K
|
405
$46.8K
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-250- 1.69% |
$20.4K - $31K
|
14.6K
$1.68M
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
124K+ 3.61% |
$10.1M - $15.4M
|
3.56M
$412M
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
85.8K+ 6.77% |
$7.01M - $10.6M
|
1.35M
$156M
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.17K+ 16.95% |
$178K - $270K
|
15K
$1.73M
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
217K+ 101.25% |
$17.8M - $26.9M
|
432K
$49.9M
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
108+ 4.36% |
$8.83K - $13.4K
|
2.59K
$299K
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
35.2K+ 34.45% |
$2.87M - $4.36M
|
137K
$15.9M
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91KNew |
$156K - $237K
|
1.91K
$221K
|