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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
77+ 2.5% |
$7.46K - $8.78K
|
3.15K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
51+ 0.45% |
$4.94K - $5.81K
|
11.3K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.33K+ 22.61% |
$129K - $152K
|
7.24K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.08% |
$174K - $205K
|
84.7K
$9.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-473- 39.81% |
$45.8K - $53.9K
|
715
$82.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.56K+ 8.37% |
$151K - $178K
|
20.2K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.12% |
$581 - $684
|
4.93K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 29.13% |
$314K - $369K
|
14.4K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
22.9KNew |
$2.22M - $2.61M
|
22.9K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-770- 3.44% |
$74.6K - $87.8K
|
21.6K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 0.31% |
$872 - $1.03K
|
2.87K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-282- 4.79% |
$27.3K - $32.1K
|
5.6K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 0.17% |
$678 - $798
|
4.06K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1+ 0.08% |
$96.9 - $114
|
1.23K
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$20.2K - $23.8K
|
209
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-882- 10.94% |
$85.4K - $101K
|
7.18K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.44% |
$3.49K - $4.1K
|
8.08K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.58K- 98.49% |
$928K - $1.09M
|
147
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-172K- 51.81% |
$16.7M - $19.6M
|
160K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-90- 4.25% |
$8.72K - $10.3K
|
2.03K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.27% |
$7.46K - $8.78K
|
6K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.54K- 91.49% |
$343K - $403K
|
329
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
160+ 2.61% |
$15.5K - $18.2K
|
6.28K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$320K - $377K
|
3.31K
$382K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
101+ 29.19% |
$9.78K - $11.5K
|
447
$51.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-422- 16.98% |
$40.9K - $48.1K
|
2.06K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.28K- 99.96% |
$221K - $260K
|
1
$116
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 2.46% |
$9.69K - $11.4K
|
3.97K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-147- 14.92% |
$14.2K - $16.8K
|
838
$96.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-27- 1.09% |
$2.62K - $3.08K
|
2.44K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.22K- 4.12% |
$118K - $139K
|
28.5K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-417- 5.94% |
$40.4K - $47.5K
|
6.6K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.11% |
$387 - $456
|
3.59K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
78+ 11.3% |
$7.56K - $8.89K
|
768
$88.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-237- 7.92% |
$23K - $27K
|
2.75K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.46% |
$1.36K - $1.6K
|
3.06K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$97.5K - $115K
|
1.01K
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.87K- 12.16% |
$278K - $327K
|
20.7K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
56+ 2.23% |
$5.42K - $6.38K
|
2.57K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-24- 0.45% |
$2.32K - $2.74K
|
5.26K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
646+ 18.93% |
$62.6K - $73.6K
|
4.06K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.49% |
$329K - $388K
|
9.42K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.53K- 57.85% |
$439K - $516K
|
3.3K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-45.8K- 26.38% |
$4.44M - $5.23M
|
128K
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-16K- 34.78% |
$1.55M - $1.82M
|
30K
$3.47M
|