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 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-61- 2.35% |
$4.98K - $7.56K
|
2.54K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-145- 2.17% |
$11.8K - $18K
|
6.55K
$757K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-7.87K- 64.63% |
$643K - $976K
|
4.31K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14K- 10.38% |
$1.14M - $1.73M
|
121K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.2K- 38.48% |
$2.3M - $3.5M
|
45.1K
$5.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
495+ 17.81% |
$40.5K - $61.4K
|
3.27K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.9KNew |
$156K - $236K
|
1.9K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-93- 11.36% |
$7.6K - $11.5K
|
726
$83.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$81.7 - $124
|
2.18K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-97- 2.26% |
$7.93K - $12K
|
4.2K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-130- 3.24% |
$10.6K - $16.1K
|
3.89K
$450K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-52- 0.07% |
$4.25K - $6.45K
|
72.6K
$8.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.57K+ 1.65% |
$210K - $319K
|
158K
$18.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.11% |
$735 - $1.12K
|
8.51K
$984K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.8K- 25.72% |
$882K - $1.34M
|
31.2K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
45+ 2.19% |
$3.68K - $5.58K
|
2.1K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-30- 8.75% |
$2.45K - $3.72K
|
313
$36.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 2.25% |
$11.4K - $17.4K
|
6.37K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-48- 22.33% |
$3.92K - $5.95K
|
167
$19.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-963- 1.48% |
$78.7K - $119K
|
63.9K
$7.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-337- 1.42% |
$27.5K - $41.8K
|
23.4K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.52KNew |
$206K - $313K
|
2.52K
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-151- 1.54% |
$12.3K - $18.7K
|
9.64K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.03K- 7.14% |
$83.8K - $127K
|
13.3K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
262K+ 45.28% |
$21.4M - $32.5M
|
840K
$97.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.37K+ 19.99% |
$112K - $170K
|
8.24K
$953K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.83K+ 10.36% |
$231K - $351K
|
30.1K
$3.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-155- 4.92% |
$12.7K - $19.2K
|
3K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.6K+ 22.57% |
$458K - $695K
|
30.4K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14New |
$1.14K - $1.74K
|
14
$1.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-76.2K- 62.92% |
$6.23M - $9.45M
|
44.9K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-95- 4.22% |
$7.76K - $11.8K
|
2.16K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-7.08K- 55.97% |
$579K - $878K
|
5.57K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.24K- 21.97% |
$183K - $278K
|
7.96K
$920K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-103- 4.28% |
$8.42K - $12.8K
|
2.3K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-400- 11.2% |
$32.7K - $49.6K
|
3.17K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-22- 0.56% |
$1.8K - $2.73K
|
3.88K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.02KNew |
$247K - $375K
|
3.02K
$350K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21+ 0.8% |
$1.72K - $2.6K
|
2.65K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.33K- 3.36% |
$109K - $165K
|
38.3K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.89K- 4.67% |
$318K - $483K
|
79.4K
$9.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.98KNew |
$162K - $245K
|
1.98K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
177+ 1.05% |
$14.5K - $21.9K
|
17K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19+ 0.61% |
$1.55K - $2.36K
|
3.14K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.19% |
$327 - $496
|
2.12K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
233+ 4.28% |
$19K - $28.9K
|
5.68K
$657K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$170K - $258K
|
2.08K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.56K+ 2.32% |
$209K - $317K
|
113K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-403- 5.12% |
$32.9K - $50K
|
7.47K
$864K
|