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
|
St. Louis Trust CO
|
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.43K- 1.48% |
$280K - $426K
|
229K
$26.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.87K+ 22.43% |
$234K - $356K
|
15.7K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.1K+ 39.23% |
$417K - $632K
|
18.1K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.62K+ 20.09% |
$214K - $325K
|
15.7K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-531- 22.3% |
$43.4K - $65.8K
|
1.85K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
138+ 0.09% |
$11.3K - $17.1K
|
155K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.31K+ 8.36% |
$189K - $286K
|
29.9K
$3.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14- 0.19% |
$1.14K - $1.74K
|
7.25K
$839K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.3K- 60.63% |
$6.73M - $10.2M
|
53.5K
$6.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.78K- 6.34% |
$309K - $469K
|
55.9K
$6.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.75K- 3.61% |
$143K - $217K
|
46.7K
$5.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-928- 7.96% |
$75.8K - $115K
|
10.7K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-398- 6.61% |
$32.5K - $49.4K
|
5.62K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-110- 5.36% |
$8.99K - $13.6K
|
1.94K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-423- 8.34% |
$34.6K - $52.5K
|
4.65K
$538K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-18.3K- 20.14% |
$1.5M - $2.27M
|
72.5K
$8.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 2.1% |
$9.23K - $14K
|
5.26K
$609K
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
74.3KNew |
$6.07M - $9.21M
|
74.3K
$8.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-59.9K- 12.24% |
$4.9M - $7.43M
|
430K
$49.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-330- 3.52% |
$27K - $40.9K
|
9.04K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
45K+ 211.87% |
$3.67M - $5.57M
|
66.2K
$7.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
954+ 31.81% |
$78K - $118K
|
3.95K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-210- 9.81% |
$17.2K - $26K
|
1.93K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200+ 7.8% |
$16.3K - $24.8K
|
2.76K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-1.45K- 6.06% |
$119K - $180K
|
22.5K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
611+ 5.07% |
$49.9K - $75.8K
|
12.7K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.08% |
$409 - $620
|
6.51K
$753K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 4.47% |
$145K - $220K
|
38K
$4.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-13- 0.8% |
$1.06K - $1.61K
|
1.62K
$187K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-47- 1.14% |
$3.84K - $5.83K
|
4.08K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$8.17K - $12.4K
|
900
$104K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.62KNew |
$132K - $201K
|
1.62K
$187K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-368- 4.94% |
$30.1K - $45.6K
|
7.08K
$818K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$4.98K - $7.56K
|
22.4K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 9.63% |
$135K - $204K
|
15.5K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.16K- 13.16% |
$94.6K - $144K
|
7.64K
$883K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-462- 0.73% |
$37.8K - $57.3K
|
62.4K
$7.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.36K+ 21.52% |
$193K - $293K
|
13.3K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-111- 0.37% |
$9.07K - $13.8K
|
29.8K
$3.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.05K+ 3.41% |
$85.9K - $130K
|
31.9K
$3.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
111+ 0.33% |
$9.07K - $13.8K
|
33.3K
$3.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
76.5K+ 4.85% |
$6.25M - $9.49M
|
1.65M
$191M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.49K+ 18.41% |
$203K - $308K
|
16K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.74K- 5.95% |
$714K - $1.08M
|
138K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.34K- 19.14% |
$109K - $166K
|
5.66K
$654K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-60- 0.42% |
$4.9K - $7.44K
|
14.4K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.55% |
$57.4K - $87.1K
|
45.9K
$5.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
810+ 9.38% |
$66.2K - $100K
|
9.45K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-895- 2.76% |
$73.1K - $111K
|
31.5K
$3.64M
|