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 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
2K+ 11.94% |
$225K - $248K
|
18.8K
$1.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-819- 2.45% |
$91.9K - $102K
|
32.6K
$3.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-76- 2.6% |
$8.53K - $9.42K
|
2.84K
$301K
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-516- 2.29% |
$57.9K - $64K
|
22K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
61+ 1.22% |
$6.85K - $7.56K
|
5.06K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-213K- 42.93% |
$23.9M - $26.4M
|
284K
$30M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-274- 3.18% |
$30.8K - $34K
|
8.34K
$882K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-344- 12.49% |
$38.6K - $42.7K
|
2.41K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-86- 94.51% |
$9.65K - $10.7K
|
5
$528
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
6+ 0.17% |
$674 - $744
|
3.54K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-774- 0.33% |
$86.9K - $96K
|
234K
$24.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
127+ 4.72% |
$14.3K - $15.7K
|
2.82K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-100- 2.02% |
$11.2K - $12.4K
|
4.85K
$513K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.68K- 1.22% |
$188K - $208K
|
136K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-4.74K- 11.03% |
$532K - $587K
|
38.2K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
182+ 5.79% |
$20.4K - $22.6K
|
3.32K
$351K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.98K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.91K- 38.47% |
$776K - $857K
|
11.1K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.54K
$269K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
904+ 1.43% |
$101K - $112K
|
64K
$6.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
551+ 1.22% |
$61.8K - $68.3K
|
45.7K
$4.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12K- 5.24% |
$1.35M - $1.49M
|
217K
$22.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 1.92% |
$449 - $496
|
212
$22.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
4+ 11.43% |
$449 - $496
|
39
$4.12K
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
14+ 0.04% |
$1.57K - $1.74K
|
34K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $124
|
7.74K
$818K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-930- 6.23% |
$104K - $115K
|
14K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
391+ 4.05% |
$43.9K - $48.5K
|
10.1K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
870+ 26.09% |
$97.7K - $108K
|
4.21K
$444K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
61+ 1.28% |
$6.85K - $7.56K
|
4.82K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.06K- 14.37% |
$119K - $131K
|
6.32K
$667K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
42+ 0.42% |
$4.71K - $5.21K
|
10K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-79- 0.17% |
$8.87K - $9.8K
|
46.8K
$4.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.02K+ 0.29% |
$115K - $127K
|
350K
$37M
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-20- 1.12% |
$2.25K - $2.48K
|
1.76K
$186K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
155+ 7.05% |
$17.4K - $19.2K
|
2.35K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.26KNew |
$366K - $404K
|
3.26K
$344K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-46- 1.67% |
$5.16K - $5.7K
|
2.71K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-88- 3.36% |
$9.88K - $10.9K
|
2.53K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-110- 43.65% |
$12.3K - $13.6K
|
142
$15K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
715+ 21.67% |
$80.3K - $88.7K
|
4.02K
$424K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-327- 10.78% |
$36.7K - $40.5K
|
2.71K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-110- 3.09% |
$12.3K - $13.6K
|
3.45K
$365K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.07K- 8.66% |
$120K - $133K
|
11.3K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-954- 12.49% |
$107K - $118K
|
6.69K
$707K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
214+ 29.48% |
$24K - $26.5K
|
940
$99.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-119- 5.46% |
$13.4K - $14.8K
|
2.06K
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-426- 4.1% |
$47.8K - $52.8K
|
9.96K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
993+ 1.04% |
$111K - $123K
|
96.2K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$455K - $503K
|
4.06K
$429K
|
|