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 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-253- 0.79% |
$28.4K - $31.4K
|
31.7K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-200- 9.51% |
$22.5K - $24.8K
|
1.9K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-399- 13.87% |
$44.8K - $49.5K
|
2.48K
$262K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
890+ 2.24% |
$99.9K - $110K
|
40.6K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-76- 1.34% |
$8.53K - $9.42K
|
5.58K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-170- 7.12% |
$19.1K - $21.1K
|
2.22K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-27K- 42.94% |
$3.04M - $3.35M
|
35.9K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.19% |
$674 - $744
|
3.24K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 8.79% |
$115K - $127K
|
12.6K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-930- 11.69% |
$104K - $115K
|
7.03K
$743K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
67+ 0.51% |
$7.52K - $8.31K
|
13.2K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-105- 1.53% |
$11.8K - $13K
|
6.76K
$714K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
CALL |
-300- 75.0% |
$33.7K - $37.2K
|
100
$10.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.11K- 1.86% |
$125K - $138K
|
58.7K
$6.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-66- 2.33% |
$7.41K - $8.18K
|
2.77K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-369- 2.35% |
$41.4K - $45.8K
|
15.3K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.01K+ 26.71% |
$450K - $498K
|
19K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-297- 0.26% |
$33.3K - $36.8K
|
112K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-8.28K- 31.69% |
$929K - $1.03M
|
17.8K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-185- 0.56% |
$20.8K - $22.9K
|
33.1K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-214K- 33.29% |
$24M - $26.5M
|
429K
$45.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
4+ 0.0% |
$449 - $496
|
676K
$71.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.44KNew |
$274K - $303K
|
2.44K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-12.4K- 2.13% |
$1.39M - $1.53M
|
569K
$60.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
53+ 2.81% |
$5.95K - $6.57K
|
1.94K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
478+ 3.54% |
$53.7K - $59.3K
|
14K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-53- 41.73% |
$5.95K - $6.57K
|
74
$7.82K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-472- 9.85% |
$53K - $58.5K
|
4.32K
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.27K- 7.83% |
$143K - $158K
|
15K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-14- 3.13% |
$1.57K - $1.74K
|
433
$45.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-92- 2.62% |
$10.3K - $11.4K
|
3.41K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 1.99% |
$115K - $127K
|
50.6K
$5.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-2.96K- 5.67% |
$333K - $367K
|
49.3K
$5.21M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-8.92K- 4.42% |
$1M - $1.11M
|
193K
$20.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-140- 2.38% |
$15.7K - $17.4K
|
5.74K
$607K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
50K+ 32.2% |
$5.62M - $6.21M
|
205K
$21.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-17.3K- 81.39% |
$1.94M - $2.14M
|
3.95K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.09K- 8.11% |
$123K - $135K
|
12.4K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25+ 1.32% |
$2.81K - $3.1K
|
1.93K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.14K- 17.41% |
$128K - $142K
|
5.43K
$574K
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
790+ 1.42% |
$88.7K - $98K
|
56.3K
$5.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
923+ 35.18% |
$104K - $114K
|
3.55K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
PUT |
-1K- 50.0% |
$112K - $124K
|
1K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2+ 0.11% |
$225 - $248
|
1.78K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2+ 0.04% |
$225 - $248
|
5.66K
$598K
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-140- 4.21% |
$15.7K - $17.4K
|
3.19K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-84- 1.79% |
$9.43K - $10.4K
|
4.6K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
61.4K+ 7.15% |
$6.89M - $7.61M
|
919K
$97.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
178+ 4.4% |
$20K - $22.1K
|
4.22K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-95- 3.89% |
$10.7K - $11.8K
|
2.35K
$248K
|
|