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 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
51+ 118.6% |
$5.72K - $6.32K
|
94
$9.93K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
61+ 12.84% |
$6.85K - $7.56K
|
536
$56.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
157+ 5.06% |
$17.6K - $19.5K
|
3.26K
$344K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-331- 11.83% |
$37.2K - $41K
|
2.47K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
200+ 0.23% |
$22.5K - $24.8K
|
86K
$9.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.97K+ 40.54% |
$334K - $369K
|
10.3K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-123- 2.23% |
$13.8K - $15.3K
|
5.39K
$569K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-320- 10.72% |
$35.9K - $39.7K
|
2.67K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Kempner Capital Management Inc.
|
SELL
|
- |
-29.8K- 47.51% |
$3.34M - $3.69M
|
32.9K
$3.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.52K+ 8.36% |
$395K - $437K
|
45.7K
$4.83M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.89% |
$4.49K - $4.96K
|
4.56K
$482K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
528+ 3.31% |
$59.3K - $65.5K
|
16.5K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-137- 4.89% |
$15.4K - $17K
|
2.67K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-237- 0.93% |
$26.6K - $29.4K
|
25.4K
$2.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-635- 1.68% |
$71.3K - $78.7K
|
37.2K
$3.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $124
|
9.29K
$981K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30+ 0.54% |
$3.37K - $3.72K
|
5.58K
$590K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
393+ 0.66% |
$44.1K - $48.7K
|
59.5K
$6.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 0.89% |
$6.06K - $6.7K
|
6.14K
$649K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
207+ 0.2% |
$23.2K - $25.7K
|
104K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.11K- 16.7% |
$125K - $138K
|
5.56K
$587K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-11.8K- 6.71% |
$1.33M - $1.46M
|
164K
$17.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.03K+ 4.14% |
$227K - $251K
|
50.9K
$5.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
101+ 1.15% |
$11.3K - $12.5K
|
8.92K
$942K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-364- 4.9% |
$40.9K - $45.1K
|
7.07K
$747K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-155K- 35.5% |
$17.4M - $19.2M
|
281K
$29.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
3.5KNew |
$393K - $434K
|
3.5K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-66- 0.37% |
$7.41K - $8.18K
|
17.6K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
19+ 0.5% |
$2.13K - $2.36K
|
3.83K
$405K
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
102+ 0.42% |
$11.4K - $12.6K
|
24.5K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-103- 4.85% |
$11.6K - $12.8K
|
2.02K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.3K+ 1.44% |
$1.27M - $1.4M
|
800K
$84.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25.8K- 55.05% |
$2.89M - $3.19M
|
21K
$2.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-457- 8.67% |
$51.3K - $56.7K
|
4.81K
$509K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.14K- 6.44% |
$128K - $141K
|
16.5K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-100- 1.9% |
$11.2K - $12.4K
|
5.17K
$547K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-99- 4.17% |
$11.1K - $12.3K
|
2.28K
$241K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.16% |
$3.7K - $4.09K
|
20.1K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.82K+ 33.5% |
$316K - $349K
|
11.2K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-731- 5.64% |
$82.1K - $90.6K
|
12.2K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.03% |
$112 - $124
|
3.32K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-109- 0.87% |
$12.2K - $13.5K
|
12.4K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-47.7K- 94.15% |
$5.35M - $5.91M
|
2.96K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
860+ 1.07% |
$96.5K - $107K
|
81.2K
$8.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
201+ 1.28% |
$22.6K - $24.9K
|
15.9K
$1.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.38K+ 2.07% |
$267K - $295K
|
117K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-34- 1.7% |
$3.82K - $4.22K
|
1.97K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
180+ 2.97% |
$20.2K - $22.3K
|
6.25K
$660K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
354+ 15.67% |
$39.7K - $43.9K
|
2.61K
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.34K+ 6.29% |
$150K - $166K
|
22.6K
$2.39M
|
|