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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 11.84% |
$1.47K - $2.23K
|
134
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.21K- 81.74% |
$181K - $274K
|
494
$52.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-87- 1.83% |
$7.11K - $10.8K
|
4.66K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 2.8% |
$1.39K - $2.11K
|
590
$62.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-146- 2.43% |
$11.9K - $18.1K
|
5.86K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-34- 0.78% |
$2.78K - $4.22K
|
4.3K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
415+ 11.28% |
$33.9K - $51.5K
|
4.09K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 48.74% |
$7.93K - $12K
|
102
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.8KNew |
$147K - $224K
|
1.8K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.1K+ 7.48% |
$89.5K - $136K
|
15.7K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
247+ 7.5% |
$20.2K - $30.6K
|
3.54K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$184K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.67KNew |
$136K - $206K
|
1.67K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-87- 3.69% |
$7.11K - $10.8K
|
2.27K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.5K+ 148.37% |
$204K - $310K
|
4.19K
$442K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
142+ 6.7% |
$11.6K - $17.6K
|
2.26K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.77K- 15.79% |
$553K - $839K
|
36.1K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-684- 11.52% |
$55.9K - $84.8K
|
5.26K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-12.2K- 44.1% |
$1M - $1.52M
|
15.5K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-250- 0.43% |
$20.4K - $31K
|
58.1K
$6.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.02K+ 2042.42% |
$165K - $251K
|
2.12K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 17.92% |
$315K - $478K
|
17.7K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-150- 4.0% |
$12.3K - $18.6K
|
3.6K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
25+ 0.66% |
$2.04K - $3.1K
|
3.79K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-61- 2.31% |
$4.98K - $7.56K
|
2.58K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-300- 1.31% |
$24.5K - $37.2K
|
22.5K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-99K- 99.0% |
$8.09M - $12.3M
|
1K
$106K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-59- 1.77% |
$4.82K - $7.32K
|
3.28K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-47- 0.8% |
$3.84K - $5.83K
|
5.84K
$617K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$817K - $1.24M
|
10K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
422+ 9.93% |
$34.5K - $52.3K
|
4.67K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-620- 95.38% |
$50.7K - $76.9K
|
30
$3.17K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.12K- 0.2% |
$91.2K - $138K
|
553K
$58.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.07K- 52.2% |
$87.4K - $133K
|
979
$103K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.25K- 13.43% |
$102K - $155K
|
8.04K
$850K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.13K+ 26.23% |
$92.6K - $141K
|
5.45K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$177K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-384- 0.67% |
$31.4K - $47.6K
|
56.7K
$5.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-855- 64.58% |
$69.9K - $106K
|
469
$49.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-100- 36.36% |
$8.17K - $12.4K
|
175
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 0.95% |
$1.39K - $2.11K
|
1.81K
$191K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.88KNew |
$154K - $233K
|
1.88K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-389- 7.02% |
$31.8K - $48.2K
|
5.15K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
670+ 14.37% |
$54.8K - $83.1K
|
5.33K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-316- 2.78% |
$25.8K - $39.2K
|
11K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.37KNew |
$194K - $294K
|
2.37K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
100+ 33.33% |
$8.17K - $12.4K
|
400
$42.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.1K+ 1232.74% |
$2.22M - $3.37M
|
29.3K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 53.04% |
$151K - $229K
|
1.64K
$173K
|
|