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 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-6- 1.36% |
$490 - $744
|
436
$50.4K
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
207+ 5.4% |
$16.9K - $25.7K
|
4.04K
$467K
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.75K+ 8.84% |
$225K - $341K
|
33.9K
$3.91M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
74+ 3.19% |
$6.05K - $9.18K
|
2.39K
$277K
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-433- 20.66% |
$35.4K - $53.7K
|
1.66K
$192K
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23+ 1.41% |
$1.88K - $2.85K
|
1.66K
$191K
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.66K- 3.71% |
$135K - $205K
|
42.9K
$4.96M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-54.7K- 5.52% |
$4.47M - $6.78M
|
937K
$108M
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
333+ 4.39% |
$27.2K - $41.3K
|
7.91K
$915K
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-85- 0.46% |
$6.95K - $10.5K
|
18.2K
$2.11M
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 25.0% |
$899 - $1.36K
|
33
$3.82K
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$232K
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-100- 4.48% |
$8.17K - $12.4K
|
2.13K
$246K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.32% |
$8.99K - $13.6K
|
4.64K
$536K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-273- 2.27% |
$22.3K - $33.9K
|
11.7K
$1.36M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59K+ 12.25% |
$212K - $322K
|
23.8K
$2.75M
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-118K- 39.09% |
$9.63M - $14.6M
|
184K
$21.2M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-55- 1.47% |
$4.49K - $6.82K
|
3.68K
$425K
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-23.7K- 9.07% |
$1.94M - $2.94M
|
238K
$27.5M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.8K+ 12.46% |
$1.29M - $1.96M
|
143K
$16.5M
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.11K- 13.71% |
$90.3K - $137K
|
6.96K
$804K
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.89K+ 2.49% |
$155K - $235K
|
77.8K
$9M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 30.56% |
$899 - $1.36K
|
47
$5.43K
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
1.85KNew |
$151K - $230K
|
1.85K
$214K
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-240- 6.75% |
$19.6K - $29.8K
|
3.32K
$383K
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-91- 1.46% |
$7.44K - $11.3K
|
6.16K
$712K
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5- 0.31% |
$409 - $620
|
1.6K
$185K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.6K- 75.77% |
$1.03M - $1.56M
|
4.02K
$464K
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7+ 0.3% |
$572 - $868
|
2.34K
$270K
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$277K - $420K
|
3.39K
$392K
|
|
Jul 22, 2025
Q2 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-27.5K- 19.71% |
$2.25M - $3.41M
|
112K
$12.9M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.56K- 4.44% |
$127K - $193K
|
33.5K
$3.87M
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.2K- 30.92% |
$98.1K - $149K
|
2.68K
$310K
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.71K- 29.57% |
$467K - $708K
|
13.6K
$1.57M
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 0.13% |
$4.9K - $7.44K
|
47.3K
$5.47M
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$227K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.91K+ 4.55% |
$320K - $485K
|
89.9K
$10.4M
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-83- 20.19% |
$6.78K - $10.3K
|
328
$37.9K
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
547+ 24.18% |
$44.7K - $67.8K
|
2.81K
$325K
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.22KNew |
$182K - $276K
|
2.22K
$257K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.96K- 18.65% |
$487K - $739K
|
26K
$3.01M
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.05K- 18.28% |
$86K - $130K
|
4.7K
$544K
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
291+ 12.74% |
$23.8K - $36.1K
|
2.58K
$298K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-289- 12.05% |
$23.6K - $35.8K
|
2.11K
$244K
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
75+ 2.91% |
$6.13K - $9.3K
|
2.65K
$306K
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-200- 2.37% |
$16.3K - $24.8K
|
8.25K
$954K
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-290- 11.65% |
$23.7K - $36K
|
2.2K
$254K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
45+ 7.95% |
$3.68K - $5.58K
|
611
$70.6K
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 4.8% |
$20.6K - $31.3K
|
5K
$578K
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-6- 0.21% |
$490 - $744
|
2.83K
$328K
|