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 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
8.49KNew |
$953K - $1.05M
|
8.49K
$897K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-102- 28.02% |
$11.4K - $12.6K
|
262
$27.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-4.15K- 1.93% |
$466K - $515K
|
211K
$22.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-156- 1.63% |
$17.5K - $19.3K
|
9.43K
$997K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 15.9% |
$118K - $130K
|
5.55K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-29- 1.39% |
$3.26K - $3.6K
|
2.05K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
4.28K+ 55.22% |
$481K - $531K
|
12K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-899- 1.9% |
$101K - $111K
|
46.4K
$4.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
102+ 1.76% |
$11.4K - $12.6K
|
5.91K
$624K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.86K- 4.37% |
$209K - $231K
|
40.7K
$4.3M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
83+ 1.77% |
$9.32K - $10.3K
|
4.77K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
882+ 20.55% |
$99K - $109K
|
5.18K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5K+ 2.54% |
$561K - $620K
|
202K
$21.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.11K+ 0.63% |
$686K - $757K
|
971K
$103M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-70- 0.45% |
$7.86K - $8.68K
|
15.4K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-631- 10.42% |
$70.8K - $78.2K
|
5.43K
$574K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
46+ 2.62% |
$5.16K - $5.7K
|
1.8K
$191K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-99- 99.0% |
$11.1K - $12.3K
|
1
$106
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.22% |
$1.35K - $1.49K
|
5.49K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
62.7K+ 1901.67% |
$7.04M - $7.77M
|
66K
$6.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
38+ 0.43% |
$4.27K - $4.71K
|
8.85K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
395+ 5.45% |
$44.3K - $49K
|
7.65K
$808K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-78- 1.87% |
$8.76K - $9.67K
|
4.09K
$432K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-74- 10.66% |
$8.31K - $9.18K
|
620
$65.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
15+ 0.76% |
$1.68K - $1.86K
|
1.99K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.43K+ 11.17% |
$497K - $549K
|
44.1K
$4.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-500- 3.35% |
$56.1K - $62K
|
14.4K
$1.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-275- 0.88% |
$30.9K - $34.1K
|
30.9K
$3.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.2K+ 119.34% |
$695K - $768K
|
11.4K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-80- 1.32% |
$8.98K - $9.92K
|
5.96K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.17K- 3.39% |
$468K - $517K
|
119K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.51K+ 7.82% |
$169K - $187K
|
20.7K
$2.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
686+ 42.4% |
$77K - $85.1K
|
2.3K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
191+ 2.54% |
$21.4K - $23.7K
|
7.71K
$815K
|
|
|
Oct 29, 2025
Q3 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
15+ 0.38% |
$1.68K - $1.86K
|
4.02K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
37K+ 32.74% |
$4.15M - $4.59M
|
150K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.29K+ 39.94% |
$145K - $160K
|
4.53K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-63- 2.15% |
$7.07K - $7.81K
|
2.86K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-298- 4.76% |
$33.5K - $37K
|
5.97K
$631K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.93K+ 0.85% |
$329K - $363K
|
350K
$36.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
868+ 12.36% |
$97.4K - $108K
|
7.89K
$834K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
682+ 10.62% |
$76.6K - $84.6K
|
7.1K
$751K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.63K+ 31.18% |
$296K - $326K
|
11.1K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
302+ 6.89% |
$33.9K - $37.4K
|
4.69K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-691- 5.66% |
$77.6K - $85.7K
|
11.5K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
76+ 0.14% |
$8.53K - $9.42K
|
54.7K
$5.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
50+ 0.58% |
$5.61K - $6.2K
|
8.71K
$921K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
438+ 4.9% |
$49.2K - $54.3K
|
9.38K
$991K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.11KNew |
$124K - $137K
|
1.11K
$117K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.16K+ 9.84% |
$355K - $392K
|
35.3K
$3.73M
|
|