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 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
352+ 5.96% |
$28.8K - $43.7K
|
6.25K
$723K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-334- 3.02% |
$27.3K - $41.4K
|
10.7K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-343- 6.51% |
$28K - $42.5K
|
4.93K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
266+ 1.01% |
$21.7K - $33K
|
26.5K
$3.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 11.84% |
$1.47K - $2.23K
|
134
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.92% |
$817 - $1.24K
|
1.08K
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
519+ 10.23% |
$42.4K - $64.4K
|
5.59K
$647K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-550- 4.01% |
$44.9K - $68.2K
|
13.2K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-17- 3.68% |
$1.39K - $2.11K
|
445
$51.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-316- 0.88% |
$25.8K - $39.2K
|
35.6K
$4.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.9K+ 92.53% |
$1.3M - $1.97M
|
33K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.08K- 17.1% |
$252K - $382K
|
14.9K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
424+ 5.7% |
$34.6K - $52.6K
|
7.86K
$909K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.21K- 81.74% |
$181K - $274K
|
494
$57.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.22K- 4.3% |
$344K - $523K
|
93.8K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
536+ 5.28% |
$43.8K - $66.5K
|
10.7K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.37K- 3.09% |
$194K - $294K
|
74.2K
$8.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.54K- 7.42% |
$208K - $315K
|
31.7K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-87- 1.83% |
$7.11K - $10.8K
|
4.66K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.86K+ 7.03% |
$152K - $230K
|
28.2K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 2.8% |
$1.39K - $2.11K
|
590
$68.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.76K+ 3.63% |
$144K - $219K
|
50.3K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-20.1K- 14.96% |
$1.64M - $2.49M
|
114K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.83K+ 1.05% |
$150K - $227K
|
176K
$20.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-146- 2.43% |
$11.9K - $18.1K
|
5.86K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-84- 0.82% |
$6.86K - $10.4K
|
10.1K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-34- 0.78% |
$2.78K - $4.22K
|
4.3K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-84.8K- 52.59% |
$6.93M - $10.5M
|
76.5K
$8.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.3K- 6.98% |
$106K - $161K
|
17.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.82% |
$132K - $200K
|
55.6K
$6.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-9.09K- 25.51% |
$743K - $1.13M
|
26.5K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
415+ 11.28% |
$33.9K - $51.5K
|
4.09K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-40- 0.71% |
$3.27K - $4.96K
|
5.58K
$645K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
63+ 1.76% |
$5.15K - $7.81K
|
3.65K
$422K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.69K+ 18.74% |
$138K - $209K
|
10.7K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 48.74% |
$7.93K - $12K
|
102
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-112- 4.2% |
$9.15K - $13.9K
|
2.55K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-532- 2.42% |
$43.5K - $66K
|
21.5K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-115- 2.66% |
$9.4K - $14.3K
|
4.22K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
899+ 1.89% |
$73.5K - $111K
|
48.5K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-12.5K- 10.64% |
$1.02M - $1.54M
|
105K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-357- 2.26% |
$29.2K - $44.3K
|
15.4K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.8KNew |
$147K - $224K
|
1.8K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.84K- 11.31% |
$641K - $972K
|
61.5K
$7.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.1K+ 7.48% |
$89.5K - $136K
|
15.7K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
247+ 7.5% |
$20.2K - $30.6K
|
3.54K
$409K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
945+ 39.71% |
$77.2K - $117K
|
3.33K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-54- 1.07% |
$4.41K - $6.7K
|
4.99K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.65K+ 1.11% |
$217K - $329K
|
241K
$27.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$201K
|