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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.61K- 7.14% |
$180K - $199K
|
20.9K
$2.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.01K+ 14.79% |
$113K - $125K
|
7.8K
$824K
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-595- 0.96% |
$66.8K - $73.8K
|
61.3K
$6.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.52% |
$1.01K - $1.12K
|
1.75K
$185K
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-867- 1.16% |
$97.3K - $108K
|
74.2K
$7.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-872- 0.86% |
$97.9K - $108K
|
100K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
438+ 12.44% |
$49.2K - $54.3K
|
3.96K
$418K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.95K+ 210.93% |
$667K - $737K
|
8.77K
$926K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21- 1.06% |
$2.36K - $2.6K
|
1.97K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
472+ 12.29% |
$53K - $58.5K
|
4.31K
$456K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 3.46% |
$1.23K - $1.36K
|
329
$34.8K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
589+ 11.53% |
$66.1K - $73K
|
5.7K
$602K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-95- 0.42% |
$10.7K - $11.8K
|
22.7K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.97KNew |
$333K - $368K
|
2.97K
$314K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-9- 0.33% |
$1.01K - $1.12K
|
2.7K
$286K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8.32K+ 5.1% |
$933K - $1.03M
|
171K
$18.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.32K+ 31.36% |
$148K - $164K
|
5.54K
$585K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-323- 4.16% |
$36.3K - $40.1K
|
7.43K
$786K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.05K+ 4.42% |
$118K - $130K
|
24.8K
$2.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-1.6K- 73.26% |
$180K - $198K
|
584
$61.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-195- 2.37% |
$21.9K - $24.2K
|
8.05K
$850K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.13% |
$337 - $372
|
2.31K
$244K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
198K+ 10.96% |
$22.2M - $24.6M
|
2.01M
$212M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-356- 2.34% |
$40K - $44.1K
|
14.9K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-67- 1.64% |
$7.52K - $8.31K
|
4.02K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-805- 5.01% |
$90.4K - $99.8K
|
15.2K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.75K- 22.61% |
$983K - $1.09M
|
30K
$3.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-271- 4.69% |
$30.4K - $33.6K
|
5.5K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-428- 0.35% |
$48K - $53.1K
|
122K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
19.2K+ 11.55% |
$2.15M - $2.38M
|
185K
$19.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-39- 1.36% |
$4.38K - $4.84K
|
2.83K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-6- 0.13% |
$674 - $744
|
4.44K
$469K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-3K- 2.96% |
$336K - $372K
|
98.3K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-295- 0.51% |
$33.1K - $36.6K
|
57.9K
$6.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-553- 1.1% |
$62.1K - $68.6K
|
49.7K
$5.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-26- 0.71% |
$2.92K - $3.22K
|
3.63K
$383K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.2K- 30.95% |
$1.15M - $1.27M
|
22.8K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$1.35K - $1.49K
|
3.98K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-276- 24.58% |
$31K - $34.2K
|
847
$89.5K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-115- 3.79% |
$12.9K - $14.3K
|
2.92K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-40- 2.09% |
$4.49K - $4.96K
|
1.88K
$198K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-58- 2.65% |
$6.51K - $7.19K
|
2.13K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
377+ 20.4% |
$42.3K - $46.7K
|
2.23K
$235K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-151- 31.66% |
$16.9K - $18.7K
|
326
$34.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-921- 0.57% |
$103K - $114K
|
161K
$17M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
917+ 47.17% |
$103K - $114K
|
2.86K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
136+ 1.71% |
$15.3K - $16.9K
|
8.07K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.18% |
$112 - $124
|
545
$57.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Qv Investors Inc.
|
SELL
|
- |
-9.93K- 24.82% |
$1.11M - $1.23M
|
30.1K
$3.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
151K+ 16.51% |
$16.9M - $18.7M
|
1.06M
$112M
|
|