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 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-350- 2.71% |
$39.3K - $43.4K
|
12.6K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 23.88% |
$163K - $181K
|
4.64K
$491K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 1.46% |
$5.28K - $5.83K
|
3.18K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-856- 12.19% |
$96.1K - $106K
|
6.17K
$652K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.61% |
$142K - $157K
|
49.8K
$5.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.2K- 12.34% |
$247K - $273K
|
15.7K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.62K- 10.27% |
$295K - $325K
|
22.9K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.78KNew |
$200K - $221K
|
1.78K
$188K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
309+ 18.67% |
$34.7K - $38.3K
|
1.96K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
64+ 6.03% |
$7.18K - $7.94K
|
1.13K
$119K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
678+ 18.13% |
$76.1K - $84.1K
|
4.42K
$467K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
85+ 1.29% |
$9.54K - $10.5K
|
6.66K
$704K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
803+ 6.76% |
$90.1K - $99.6K
|
12.7K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-783- 9.16% |
$87.9K - $97.1K
|
7.77K
$821K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 2.21% |
$11.2K - $12.4K
|
4.43K
$468K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
416+ 2.09% |
$46.7K - $51.6K
|
20.3K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-162- 2.61% |
$18.2K - $20.1K
|
6.05K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-178- 3.5% |
$20K - $22.1K
|
4.9K
$518K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
18+ 0.34% |
$2.02K - $2.23K
|
5.3K
$560K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
139+ 0.61% |
$15.6K - $17.2K
|
22.9K
$2.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.94K+ 6.02% |
$554K - $612K
|
86.9K
$9.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.04K+ 36.42% |
$116K - $129K
|
3.88K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
616+ 13.55% |
$69.1K - $76.4K
|
5.16K
$546K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-134- 2.85% |
$15K - $16.6K
|
4.57K
$483K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-755- 1.43% |
$84.7K - $93.6K
|
52.2K
$5.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.43K- 1.1% |
$498K - $550K
|
398K
$42M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-187- 1.06% |
$21K - $23.2K
|
17.5K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
17.4K+ 310.37% |
$1.95M - $2.15M
|
23K
$2.43M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.32K- 0.62% |
$148K - $164K
|
213K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$1.57K - $1.74K
|
12.2K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-176- 3.09% |
$19.8K - $21.8K
|
5.51K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
202+ 3.91% |
$22.7K - $25K
|
5.36K
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-68- 3.62% |
$7.63K - $8.43K
|
1.81K
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-354- 6.16% |
$39.7K - $43.9K
|
5.4K
$570K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
42+ 0.12% |
$4.71K - $5.21K
|
34.4K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
105+ 1.59% |
$11.8K - $13K
|
6.73K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-948- 2.03% |
$106K - $118K
|
45.7K
$4.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-40- 0.41% |
$4.49K - $4.96K
|
9.64K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
149+ 7.86% |
$16.7K - $18.5K
|
2.04K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
1+ 0.1% |
$112 - $124
|
984
$104K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.43% |
$1.12K - $1.24K
|
2.31K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-733- 3.19% |
$82.3K - $90.9K
|
22.2K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
133+ 0.18% |
$14.9K - $16.5K
|
73.3K
$7.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-200- 2.54% |
$22.5K - $24.8K
|
7.69K
$812K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-82- 0.43% |
$9.2K - $10.2K
|
18.9K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.85K- 1.43% |
$319K - $353K
|
196K
$20.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 3.9% |
$6.4K - $7.07K
|
1.52K
$160K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-173- 6.76% |
$19.4K - $21.5K
|
2.39K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8.31KNew |
$932K - $1.03M
|
8.31K
$878K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.02K- 43.47% |
$227K - $250K
|
2.63K
$278K
|
|