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 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-494- 13.09% |
$40.4K - $61.3K
|
3.28K
$379K
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
15.9K+ 3.24% |
$1.3M - $1.97M
|
506K
$58.5M
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100+ 3.38% |
$8.17K - $12.4K
|
3.06K
$354K
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
26.6KNew |
$2.17M - $3.3M
|
26.6K
$3.07M
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-4.95K- 84.11% |
$405K - $614K
|
935
$108K
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 10.86% |
$209K - $316K
|
20.9K
$2.42M
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$226K
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
327+ 60.33% |
$26.7K - $40.6K
|
869
$100K
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-60.9K- 94.87% |
$4.98M - $7.55M
|
3.3K
$381K
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-37- 4.34% |
$3.02K - $4.59K
|
815
$94.2K
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.21K- 20.73% |
$180K - $274K
|
8.44K
$976K
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.14K- 8.43% |
$175K - $265K
|
23.2K
$2.69M
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-582- 0.78% |
$47.6K - $72.2K
|
74K
$8.56M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.33K- 8.35% |
$272K - $413K
|
36.6K
$4.23M
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-26.9K- 11.29% |
$2.2M - $3.34M
|
212K
$24.5M
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-691- 9.9% |
$56.5K - $85.7K
|
6.29K
$727K
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11.6K- 60.39% |
$949K - $1.44M
|
7.62K
$881K
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-31- 0.52% |
$2.53K - $3.84K
|
5.9K
$682K
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
394+ 1.67% |
$32.2K - $48.9K
|
24K
$2.77M
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-333- 13.28% |
$27.2K - $41.3K
|
2.17K
$251K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
395+ 38.69% |
$32.3K - $49K
|
1.42K
$164K
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.62KNew |
$132K - $200K
|
1.62K
$187K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-463- 12.23% |
$37.8K - $57.4K
|
3.32K
$384K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114+ 2.22% |
$9.32K - $14.1K
|
5.25K
$607K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-921K- 31.17% |
$75.3M - $114M
|
2.03M
$235M
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
150+ 2.22% |
$12.3K - $18.6K
|
6.92K
$800K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-21.5K- 40.09% |
$1.75M - $2.66M
|
32.1K
$3.71M
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.73% |
$88K - $134K
|
23.9K
$2.76M
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
705+ 6.99% |
$57.6K - $87.4K
|
10.8K
$1.25M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10K- 13.42% |
$820K - $1.24M
|
64.7K
$7.48M
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-2.42K- 24.75% |
$197K - $299K
|
7.34K
$849K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-835- 2.66% |
$68.2K - $104K
|
30.6K
$3.54M
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
311+ 5.0% |
$25.4K - $38.6K
|
6.53K
$755K
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.27K+ 10.29% |
$267K - $406K
|
35.1K
$4.05M
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
152+ 3.51% |
$12.4K - $18.8K
|
4.49K
$519K
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12.6K- 66.27% |
$1.03M - $1.56M
|
6.41K
$741K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.85K- 19.02% |
$151K - $229K
|
7.88K
$911K
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
2.8K+ 0.32% |
$229K - $347K
|
865K
$100M
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
797+ 5.68% |
$65.1K - $98.8K
|
14.8K
$1.71M
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
582+ 8.77% |
$47.6K - $72.2K
|
7.22K
$834K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.9K- 10.09% |
$887K - $1.35M
|
96.7K
$11.2M
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
10+ 0.2% |
$817 - $1.24K
|
5.03K
$582K
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
41+ 7.62% |
$3.35K - $5.08K
|
579
$66.9K
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
46+ 0.43% |
$3.76K - $5.7K
|
10.9K
$1.25M
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-3.77K- 13.01% |
$308K - $467K
|
25.2K
$2.91M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.99KNew |
$162K - $247K
|
1.99K
$230K
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
998+ 3.48% |
$81.6K - $124K
|
29.7K
$3.43M
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9+ 0.42% |
$735 - $1.12K
|
2.17K
$251K
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.33K+ 1.0% |
$191K - $289K
|
235K
$27.2M
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-320- 2.29% |
$26.2K - $39.7K
|
13.7K
$1.58M
|