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 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-117- 4.88% |
$9.56K - $14.5K
|
2.28K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
115+ 2.5% |
$9.4K - $14.3K
|
4.71K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
941+ 1.66% |
$76.9K - $117K
|
57.7K
$6.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-332- 12.44% |
$27.1K - $41.2K
|
2.34K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98K+ 4.28% |
$244K - $370K
|
72.7K
$8.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-153- 4.18% |
$12.5K - $19K
|
3.51K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.1K+ 8.55% |
$1.15M - $1.75M
|
179K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-6.4K- 14.15% |
$523K - $794K
|
38.8K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
20+ 0.33% |
$1.63K - $2.48K
|
5.99K
$693K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8.24K+ 96.78% |
$674K - $1.02M
|
16.8K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
221+ 0.23% |
$18.1K - $27.4K
|
97.4K
$11.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.88K- 12.4% |
$153K - $233K
|
13.3K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.39K - $2.11K
|
2.58K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
446+ 14.0% |
$36.4K - $55.3K
|
3.63K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-300- 10.68% |
$24.5K - $37.2K
|
2.51K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
SELL
|
- |
-5.11K- 1.16% |
$417K - $633K
|
433K
$50.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 3.94% |
$8.34K - $12.6K
|
2.69K
$311K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-55- 2.36% |
$4.49K - $6.82K
|
2.28K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
46+ 1.04% |
$3.76K - $5.7K
|
4.45K
$514K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.05K+ 3.68% |
$494K - $750K
|
171K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-18- 0.03% |
$1.47K - $2.23K
|
68.3K
$7.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-26- 0.97% |
$2.12K - $3.22K
|
2.65K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
227+ 7.32% |
$18.6K - $28.2K
|
3.33K
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-170- 4.62% |
$13.9K - $21.1K
|
3.51K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.87KNew |
$152K - $231K
|
1.87K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Maestria Partners LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 7.62% |
$940K - $1.43M
|
140K
$16.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1- 0.1% |
$81.7 - $124
|
982
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-122- 3.52% |
$9.97K - $15.1K
|
3.34K
$387K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
177K+ 189.98% |
$14.5M - $21.9M
|
270K
$31.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3K+ 22.33% |
$106K - $161K
|
7.12K
$824K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-60.1K- 88.99% |
$4.91M - $7.45M
|
7.44K
$860K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.15% |
$3.27K - $4.96K
|
26K
$3.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-275- 4.99% |
$22.5K - $34.1K
|
5.24K
$606K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-287- 5.67% |
$23.5K - $35.6K
|
4.78K
$552K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-12- 0.45% |
$981 - $1.49K
|
2.64K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-877- 1.01% |
$71.7K - $109K
|
85.8K
$9.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.7K- 49.25% |
$139K - $211K
|
1.75K
$202K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
99+ 1.04% |
$8.09K - $12.3K
|
9.66K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.13K+ 3.12% |
$92.3K - $140K
|
37.3K
$4.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 4.84% |
$185K - $280K
|
49K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
450+ 9.05% |
$36.8K - $55.8K
|
5.43K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.18K- 9.0% |
$260K - $395K
|
32.2K
$3.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
42+ 2.44% |
$3.43K - $5.21K
|
1.76K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
89+ 0.39% |
$7.27K - $11K
|
23K
$2.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-122- 16.14% |
$9.97K - $15.1K
|
634
$73.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.81KNew |
$148K - $225K
|
1.81K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
280+ 8.25% |
$22.9K - $34.7K
|
3.67K
$425K
|