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 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-257- 0.97% |
$24.9K - $29.3K
|
26.1K
$3.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.6% |
$291 - $342
|
507
$58.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-915- 5.52% |
$88.6K - $104K
|
15.7K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
312+ 0.98% |
$30.2K - $35.6K
|
32.2K
$3.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 1.08% |
$2.81K - $3.31K
|
2.67K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-171- 2.28% |
$16.6K - $19.5K
|
7.33K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-75- 2.22% |
$7.27K - $8.55K
|
3.3K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-205- 15.66% |
$19.9K - $23.4K
|
1.1K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.43% |
$1.36K - $1.6K
|
3.24K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-213- 3.64% |
$20.6K - $24.3K
|
5.64K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
21.5KNew |
$2.08M - $2.45M
|
21.5K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.2K- 1.74% |
$1.09M - $1.28M
|
633K
$73.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-123- 7.7% |
$11.9K - $14K
|
1.47K
$170K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-404- 2.21% |
$39.1K - $46.1K
|
17.9K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.93% |
$2.91K - $3.42K
|
3.2K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$15K - $17.7K
|
22.8K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-775- 24.5% |
$75.1K - $88.4K
|
2.39K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-410- 2.63% |
$39.7K - $46.7K
|
15.2K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$3.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.4K- 4.76% |
$136K - $160K
|
28K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-40K- 38.91% |
$3.87M - $4.55M
|
62.7K
$7.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.33% |
$6.59K - $7.75K
|
2.85K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.3K- 68.84% |
$901K - $1.06M
|
4.21K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$338K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 4.48% |
$581 - $684
|
128
$14.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 26.32% |
$10.2K - $12K
|
294
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$19.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.21% |
$194 - $228
|
963
$111K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$166K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 5.29% |
$13.7K - $16.1K
|
2.52K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-99- 70.71% |
$9.59K - $11.3K
|
41
$4.74K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
17+ 0.59% |
$1.65K - $1.94K
|
2.9K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-53- 1.42% |
$5.13K - $6.04K
|
3.68K
$425K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$96.9 - $114
|
2.54K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.48% |
$484 - $570
|
1.06K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25New |
$2.42K - $2.85K
|
25
$2.89K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$2.03K - $2.39K
|
300
$34.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-211- 5.88% |
$20.4K - $24.1K
|
3.38K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-92- 1.49% |
$8.91K - $10.5K
|
6.1K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-898- 94.73% |
$87K - $102K
|
50
$5.78K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.92K- 65.09% |
$767K - $903K
|
4.25K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-9- 9.0% |
$872 - $1.03K
|
91
$10.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.56K- 68.94% |
$539K - $634K
|
2.51K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$96.9 - $114
|
12.8K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.6% |
$1.55K - $1.82K
|
2.69K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.66K- 22.99% |
$161K - $189K
|
5.56K
$643K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-197- 19.92% |
$19.1K - $22.5K
|
792
$91.6K
|