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 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.25KNew |
$252K - $279K
|
2.25K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
937+ 50.98% |
$105K - $116K
|
2.78K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-951- 12.58% |
$107K - $118K
|
6.61K
$699K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-227- 1.42% |
$25.5K - $28.1K
|
15.8K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-6- 0.16% |
$674 - $744
|
3.85K
$407K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
30+ 1.28% |
$3.37K - $3.72K
|
2.37K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.38K- 4.63% |
$155K - $172K
|
28.5K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
SELL
|
- |
-82- 0.88% |
$9.2K - $10.2K
|
9.27K
$980K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-250- 7.4% |
$28.1K - $31K
|
3.13K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-87- 0.92% |
$9.77K - $10.8K
|
9.36K
$989K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-8- 0.02% |
$898 - $992
|
35.6K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
3.7K+ 2.37% |
$415K - $458K
|
159K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-466- 3.04% |
$52.3K - $57.8K
|
14.9K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 2.11% |
$136K - $151K
|
56.4K
$5.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-4.1K- 19.1% |
$461K - $509K
|
17.4K
$1.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-43.1K- 45.86% |
$4.84M - $5.35M
|
50.9K
$5.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.02K- 4.16% |
$115K - $127K
|
23.6K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
209+ 11.84% |
$23.5K - $25.9K
|
1.97K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-144- 1.77% |
$16.2K - $17.9K
|
8.01K
$847K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.39% |
$225 - $248
|
509
$53.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-308- 6.17% |
$34.6K - $38.2K
|
4.68K
$495K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.03K+ 54.98% |
$115K - $127K
|
2.89K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$112 - $124
|
2.75K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 2.68% |
$337K - $372K
|
109K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.07K+ 21.34% |
$120K - $133K
|
6.08K
$643K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1K- 2.15% |
$112K - $124K
|
45.6K
$4.82M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-1.04K- 1.56% |
$117K - $129K
|
65.5K
$6.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.25K- 11.65% |
$140K - $155K
|
9.47K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16+ 39.02% |
$1.8K - $1.98K
|
57
$6.02K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50+ 2.37% |
$5.61K - $6.2K
|
2.16K
$228K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-190- 0.42% |
$21.3K - $23.6K
|
45.3K
$4.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
203+ 2.1% |
$22.8K - $25.2K
|
9.89K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-17- 0.07% |
$1.91K - $2.11K
|
23.2K
$2.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-750- 2.61% |
$84.2K - $93K
|
28K
$2.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-42.4K- 9.99% |
$4.76M - $5.26M
|
382K
$40.4M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.16% |
$1.8K - $1.98K
|
10.1K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
310+ 1.28% |
$34.8K - $38.4K
|
24.6K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-161- 3.58% |
$18.1K - $20K
|
4.34K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.63K+ 8.45% |
$183K - $202K
|
20.9K
$2.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
784+ 39.52% |
$88K - $97.2K
|
2.77K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
545+ 0.89% |
$61.2K - $67.6K
|
61.7K
$6.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
62+ 1.38% |
$6.96K - $7.69K
|
4.54K
$480K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-39- 0.52% |
$4.38K - $4.84K
|
7.4K
$782K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
120+ 0.89% |
$13.5K - $14.9K
|
13.6K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-81- 2.62% |
$9.09K - $10K
|
3.01K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
78+ 3.61% |
$8.76K - $9.67K
|
2.24K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-33- 0.67% |
$3.7K - $4.09K
|
4.88K
$515K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.53K+ 67.17% |
$397K - $438K
|
8.8K
$930K
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.36K- 2.05% |
$152K - $168K
|
64.6K
$6.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-228- 10.92% |
$25.6K - $28.3K
|
1.86K
$196K
|
|