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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$864K - $1.31M
|
10.6K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
523+ 17.65% |
$42.7K - $64.9K
|
3.49K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16+ 0.54% |
$1.31K - $1.98K
|
3K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-200- 11.9% |
$16.3K - $24.8K
|
1.48K
$156K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-215- 0.47% |
$17.6K - $26.7K
|
46K
$4.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-10- 0.28% |
$817 - $1.24K
|
3.55K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.4% |
$81.7 - $124
|
251
$26.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.64KNew |
$134K - $204K
|
1.64K
$174K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.03KNew |
$248K - $376K
|
3.03K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6.8K- 50.46% |
$555K - $843K
|
6.67K
$705K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 14.06% |
$1.47K - $2.23K
|
110
$11.6K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-11K- 68.64% |
$901K - $1.37M
|
5.04K
$533K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8.39K- 72.57% |
$686K - $1.04M
|
3.17K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.77KNew |
$145K - $220K
|
1.77K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
405+ 0.61% |
$33.1K - $50.2K
|
67.3K
$7.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-22.6K- 36.2% |
$1.85M - $2.81M
|
39.9K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 7.1% |
$49K - $74.4K
|
7.85K
$829K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.38K+ 36.36% |
$277K - $420K
|
12.7K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-282- 13.84% |
$23K - $35K
|
1.76K
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
410+ 602.94% |
$33.5K - $50.8K
|
478
$50.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.3K- 1.13% |
$1.33M - $2.02M
|
1.42M
$150M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-64.6K- 97.73% |
$5.28M - $8.01M
|
1.5K
$158K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163New |
$13.3K - $20.2K
|
163
$17.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
116New |
$9.48K - $14.4K
|
116
$12.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-688- 1.93% |
$56.2K - $85.3K
|
35K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.35K- 91.6% |
$274K - $415K
|
307
$32.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
28+ 1.01% |
$2.29K - $3.47K
|
2.8K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.75% |
$1.72K - $2.6K
|
2.83K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-465- 85.01% |
$38K - $57.7K
|
82
$8.67K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$404K - $613K
|
4.95K
$523K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.24KNew |
$183K - $278K
|
2.24K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
301New |
$24.6K - $37.3K
|
301
$31.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$166K - $252K
|
2.03K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-50- 2.26% |
$4.09K - $6.2K
|
2.17K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-70- 0.89% |
$5.72K - $8.68K
|
7.81K
$825K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.79KNew |
$147K - $222K
|
1.79K
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
7+ 0.34% |
$572 - $868
|
2.06K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.61K- 34.13% |
$213K - $323K
|
5.03K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.89KNew |
$155K - $235K
|
1.89K
$200K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.5K+ 16.2% |
$205K - $310K
|
18K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$176K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-465- 2.27% |
$38K - $57.7K
|
20K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-42- 7.11% |
$3.43K - $5.21K
|
549
$58K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-230- 3.05% |
$18.8K - $28.5K
|
7.31K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-51.9K- 62.83% |
$4.24M - $6.44M
|
30.7K
$3.25M
|
|