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 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.67K+ 33.89% |
$218K - $331K
|
10.5K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-600- 9.57% |
$49K - $74.4K
|
5.67K
$656K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-328- 1.29% |
$26.8K - $40.7K
|
25.2K
$2.91M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.89K- 10.95% |
$318K - $483K
|
31.7K
$3.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-519- 1.23% |
$42.4K - $64.4K
|
41.6K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.88KNew |
$154K - $233K
|
1.88K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
86+ 1.48% |
$7.03K - $10.7K
|
5.89K
$681K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-5.1K- 4.14% |
$416K - $632K
|
118K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.86K+ 3.03% |
$479K - $727K
|
199K
$23M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.61K+ 4.92% |
$132K - $200K
|
34.4K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
479+ 19.94% |
$39.1K - $59.4K
|
2.88K
$333K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.71K+ 16.69% |
$139K - $211K
|
11.9K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-500- 23.15% |
$40.9K - $62K
|
1.66K
$192K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-19.5K- 21.69% |
$1.6M - $2.42M
|
70.5K
$8.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
28+ 1.01% |
$2.29K - $3.47K
|
2.8K
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.09K- 2.64% |
$88.7K - $135K
|
40K
$4.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-115- 4.16% |
$9.4K - $14.3K
|
2.65K
$306K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-365- 0.73% |
$29.8K - $45.3K
|
49.6K
$5.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-53- 1.51% |
$4.33K - $6.57K
|
3.47K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.75% |
$1.72K - $2.6K
|
2.83K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-645- 5.7% |
$52.7K - $80K
|
10.7K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2KNew |
$163K - $248K
|
2K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
961+ 14.11% |
$78.5K - $119K
|
7.77K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-419- 1.68% |
$34.2K - $52K
|
24.5K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.93K- 6.03% |
$730K - $1.11M
|
139K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$188K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-302- 6.27% |
$24.7K - $37.5K
|
4.52K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.73K+ 20.66% |
$223K - $338K
|
15.9K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-83- 1.28% |
$6.78K - $10.3K
|
6.41K
$741K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-465- 85.01% |
$38K - $57.7K
|
82
$9.48K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-140- 4.17% |
$11.4K - $17.4K
|
3.22K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-328- 14.04% |
$26.8K - $40.7K
|
2.01K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.02KNew |
$83.4K - $126K
|
1.02K
$118K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 71.29% |
$155K - $235K
|
4.55K
$526K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.24K+ 3.08% |
$101K - $153K
|
41.3K
$4.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
227KNew |
$18.6M - $28.2M
|
227K
$26.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
15+ 0.73% |
$1.23K - $1.86K
|
2.08K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-21.3K- 10.04% |
$1.74M - $2.65M
|
191K
$22.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
191+ 5.83% |
$15.6K - $23.7K
|
3.47K
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
29+ 0.8% |
$2.37K - $3.6K
|
3.66K
$423K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-369- 2.77% |
$30.2K - $45.8K
|
13K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.76K- 63.0% |
$308K - $467K
|
2.21K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.23% |
$15.9K - $24.2K
|
15.6K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.06K- 4.88% |
$413K - $627K
|
98.6K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.01K- 6.5% |
$246K - $373K
|
43.3K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.86KNew |
$152K - $231K
|
1.86K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.06% |
$163 - $248
|
3.43K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
973K+ 53.02% |
$79.5M - $121M
|
2.81M
$325M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 1.82% |
$8.17K - $12.4K
|
5.39K
$623K
|