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 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1K- 6.52% |
$96.9K - $114K
|
14.3K
$1.66M
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.43% |
$194 - $228
|
466
$53.9K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$663K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
375+ 4.57% |
$36.3K - $42.8K
|
8.59K
$993K
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 92.59% |
$484K - $570K
|
400
$46.2K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-77- 1.48% |
$7.46K - $8.78K
|
5.12K
$592K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 2.27% |
$17.4K - $20.5K
|
8.1K
$937K
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.47% |
$969 - $1.14K
|
2.14K
$247K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-70- 5.15% |
$6.78K - $7.98K
|
1.29K
$149K
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.22KNew |
$215K - $253K
|
2.22K
$257K
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.09KNew |
$202K - $238K
|
2.09K
$241K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-38- 1.57% |
$3.68K - $4.33K
|
2.38K
$275K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
11.9K+ 27.61% |
$1.15M - $1.35M
|
54.8K
$6.34M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
603+ 5.78% |
$58.4K - $68.7K
|
11K
$1.28M
|
|
Q4 2024 | |||||||
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
286+ 20.75% |
$26.4K - $33.6K
|
1.66K
$192K
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-156K- 46.81% |
$14.5M - $18.4M
|
178K
$20.6M
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 2.32% |
$233K - $297K
|
111K
$12.9M
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
230New |
$21.2K - $27K
|
230
$26.6K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
268New |
$24.8K - $31.5K
|
268
$31K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.46KNew |
$227K - $289K
|
2.46K
$284K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
116New |
$10.7K - $13.6K
|
116
$13.4K
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 3.18% |
$6.93K - $8.82K
|
2.43K
$281K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$1.49M - $1.89M
|
16.1K
$1.86M
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
9.28KNew |
$858K - $1.09M
|
9.28K
$1.07M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.85KNew |
$171K - $217K
|
1.85K
$214K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
200+ 1.4% |
$18.5K - $23.5K
|
14.4K
$1.67M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$6.01K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-2.2K- 33.61% |
$203K - $259K
|
4.35K
$503K
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-626- 24.99% |
$57.8K - $73.6K
|
1.88K
$217K
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.36KNew |
$218K - $277K
|
2.36K
$273K
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-26- 0.48% |
$2.4K - $3.06K
|
5.36K
$619K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-525K- 3.48% |
$48.5M - $61.8M
|
14.6M
$1.68B
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
SELL
|
- |
-10.5K- 63.72% |
$967K - $1.23M
|
5.96K
$689K
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-18.3K- 81.97% |
$1.69M - $2.15M
|
4.03K
$466K
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-18.2K- 78.15% |
$1.68M - $2.14M
|
5.09K
$589K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
CALL |
-125K- 92.57% |
$11.5M - $14.7M
|
10K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
49.2KNew |
$4.54M - $5.78M
|
49.2K
$5.68M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-43- 0.57% |
$3.97K - $5.06K
|
7.56K
$874K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-825- 5.26% |
$76.2K - $97K
|
14.9K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
200+ 3.3% |
$18.5K - $23.5K
|
6.26K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-13.5K- 20.09% |
$1.24M - $1.58M
|
53.5K
$6.19M
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
12+ 0.06% |
$1.11K - $1.41K
|
21.1K
$2.44M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.07KNew |
$283K - $360K
|
3.07K
$354K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
735New |
$67.9K - $86.4K
|
735
$85K
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
500+ 25.0% |
$46.2K - $58.8K
|
2.5K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-227K- 98.35% |
$21M - $26.7M
|
3.8K
$439K
|
|
Feb 14, 2025
Q4 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.76K+ 94.87% |
$439K - $559K
|
9.77K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
94.6KNew |
$8.74M - $11.1M
|
94.6K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
55.3KNew |
$5.11M - $6.5M
|
55.3K
$6.39M
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.79K- 2.29% |
$165K - $210K
|
76.3K
$8.82M
|