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 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-100- 3.38% |
$8.17K - $12.4K
|
2.86K
$330K
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.6KNew |
$213K - $323K
|
2.6K
$301K
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-550- 72.46% |
$44.9K - $68.2K
|
209
$24.2K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$864K - $1.31M
|
10.6K
$1.22M
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
419+ 5.86% |
$34.2K - $52K
|
7.57K
$875K
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-300- 12.46% |
$24.5K - $37.2K
|
2.11K
$244K
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-153- 5.0% |
$12.5K - $19K
|
2.91K
$336K
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
922+ 33.5% |
$75.3K - $114K
|
3.67K
$425K
|
|
Aug 04, 2025
Q2 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-21.2K- 2.35% |
$1.73M - $2.63M
|
880K
$102M
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.78KNew |
$146K - $221K
|
1.78K
$206K
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-625- 5.54% |
$51.1K - $77.5K
|
10.7K
$1.23M
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
597+ 16.54% |
$48.8K - $74K
|
4.21K
$486K
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-167- 12.03% |
$13.6K - $20.7K
|
1.22K
$141K
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.89K- 50.31% |
$236K - $358K
|
2.85K
$330K
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-212- 0.54% |
$17.3K - $26.3K
|
39.1K
$4.52M
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-115- 4.43% |
$9.4K - $14.3K
|
2.48K
$287K
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-684- 4.57% |
$55.9K - $84.8K
|
14.3K
$1.65M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-884- 3.27% |
$72.2K - $110K
|
26.1K
$3.02M
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-19- 0.05% |
$1.55K - $2.36K
|
37K
$4.28M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 1.6% |
$93K - $141K
|
72.1K
$8.33M
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-145- 5.06% |
$11.8K - $18K
|
2.72K
$314K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
386+ 6.26% |
$31.5K - $47.9K
|
6.55K
$758K
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
523+ 17.65% |
$42.7K - $64.9K
|
3.49K
$403K
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.78KNew |
$145K - $220K
|
1.78K
$205K
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
14.5K+ 31.43% |
$1.19M - $1.8M
|
60.8K
$7.03M
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
142K+ 101.83% |
$11.6M - $17.6M
|
281K
$32.5M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-31- 0.4% |
$2.53K - $3.84K
|
7.76K
$897K
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.62KNew |
$214K - $325K
|
2.62K
$303K
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
2KNew |
$163K - $248K
|
2K
$231K
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 0.76% |
$409 - $620
|
657
$76K
|
|
Aug 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-420- 0.19% |
$34.3K - $52.1K
|
217K
$25.1M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.18K- 4.95% |
$96.4K - $146K
|
22.7K
$2.62M
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16+ 0.54% |
$1.31K - $1.98K
|
3K
$346K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.54K+ 25.47% |
$125K - $190K
|
7.56K
$874K
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-133- 4.88% |
$10.9K - $16.5K
|
2.59K
$300K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.77K+ 3.34% |
$145K - $220K
|
54.8K
$6.34M
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
24K+ 4.9% |
$1.96M - $2.98M
|
515K
$59.6M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 14.57% |
$456K - $693K
|
32.7K
$3.79M
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.46K- 36.63% |
$528K - $801K
|
11.2K
$1.29M
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
41+ 0.55% |
$3.35K - $5.08K
|
7.53K
$871K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
376+ 5.09% |
$30.7K - $46.6K
|
7.77K
$898K
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-247- 6.82% |
$20.2K - $30.6K
|
3.37K
$390K
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
44.7K+ 18.6% |
$3.65M - $5.54M
|
285K
$33M
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
50+ 1.53% |
$4.09K - $6.2K
|
3.32K
$384K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-883- 17.23% |
$72.2K - $110K
|
4.24K
$490K
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-200- 11.9% |
$16.3K - $24.8K
|
1.48K
$171K
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.6K+ 7.06% |
$376K - $570K
|
69.8K
$8.06M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.46KNew |
$201K - $306K
|
2.46K
$285K
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.84KNew |
$150K - $228K
|
1.84K
$212K
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-188- 2.25% |
$15.4K - $23.3K
|
8.17K
$944K
|