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 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.18K- 13.21% |
$114K - $134K
|
7.72K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$31.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-293- 3.15% |
$28.4K - $33.4K
|
9K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$2.42K - $2.85K
|
3.19K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$14.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-6.5K- 26.67% |
$630K - $741K
|
17.9K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-21- 0.7% |
$2.03K - $2.39K
|
3K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
26+ 27.37% |
$2.52K - $2.96K
|
121
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.06K- 8.27% |
$103K - $121K
|
11.8K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.67KNew |
$355K - $418K
|
3.67K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.11K- 66.18% |
$398K - $468K
|
2.1K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
98.1KNew |
$9.5M - $11.2M
|
98.1K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.47K+ 106.05% |
$433K - $509K
|
8.68K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.16K - $1.37K
|
12
$1.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.5KNew |
$1.31M - $1.54M
|
13.5K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1+ 0.17% |
$96.9 - $114
|
576
$66.6K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.84K- 10.7% |
$275K - $323K
|
23.7K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$872 - $1.03K
|
9.68K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
111K+ 79.55% |
$10.8M - $12.7M
|
251K
$29M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.49K+ 4.98% |
$144K - $170K
|
31.4K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-173- 0.93% |
$16.8K - $19.7K
|
18.4K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$678 - $798
|
1.44K
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-59- 0.83% |
$5.72K - $6.73K
|
7.02K
$812K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-646- 6.61% |
$62.6K - $73.6K
|
9.12K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200+ 100.0% |
$19.4K - $22.8K
|
400
$46.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$96.9 - $114
|
788
$91.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 2.09% |
$9.69K - $11.4K
|
4.68K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-232- 6.66% |
$22.5K - $26.4K
|
3.25K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.38KNew |
$424K - $499K
|
4.38K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8+ 0.36% |
$775 - $912
|
2.26K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28+ 175.0% |
$2.71K - $3.19K
|
44
$5.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
529New |
$51.2K - $60.3K
|
529
$61.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-286- 0.87% |
$27.7K - $32.6K
|
32.8K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
681+ 9.09% |
$66K - $77.6K
|
8.17K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49New |
$4.75K - $5.59K
|
49
$5.67K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.09% |
$291 - $342
|
3.41K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$969 - $1.14K
|
10
$1.16K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-465- 6.16% |
$45K - $53K
|
7.08K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 1.15% |
$9.69K - $11.4K
|
8.62K
$996K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-6.4K- 30.62% |
$620K - $730K
|
14.5K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.89K+ 1605.56% |
$280K - $329K
|
3.07K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.68KNew |
$453K - $533K
|
4.68K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4- 0.31% |
$387 - $456
|
1.28K
$148K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-323- 5.47% |
$31.3K - $36.8K
|
5.58K
$646K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.53K+ 29.49% |
$245K - $288K
|
11.1K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$2.32K - $2.74K
|
4.11K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.41K+ 39.52% |
$234K - $275K
|
8.51K
$984K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
229+ 12.27% |
$22.2K - $26.1K
|
2.1K
$242K
|