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 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$1.47K - $2.23K
|
18
$1.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.82KNew |
$148K - $225K
|
1.82K
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-120- 5.36% |
$9.81K - $14.9K
|
2.12K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.71KNew |
$140K - $213K
|
1.71K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
200New |
$16.3K - $24.8K
|
200
$21.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$176K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.44KNew |
$199K - $302K
|
2.44K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.92K+ 37.67% |
$402K - $610K
|
18K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$327 - $496
|
3.08K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.65K- 41.12% |
$217K - $329K
|
3.8K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31KNew |
$189K - $286K
|
2.31K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-433- 5.2% |
$35.4K - $53.7K
|
7.89K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$3.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 2.91% |
$1.8K - $2.73K
|
735
$77.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.04KNew |
$167K - $253K
|
2.04K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.15K- 8.68% |
$176K - $266K
|
22.6K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$198K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-162- 5.29% |
$13.2K - $20.1K
|
2.9K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.77KNew |
$144K - $219K
|
1.77K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$180K - $273K
|
2.2K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.35KNew |
$192K - $292K
|
2.35K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$184K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.9KNew |
$156K - $236K
|
1.9K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$81.7 - $124
|
2.18K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-155- 4.92% |
$12.7K - $19.2K
|
3K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14New |
$1.14K - $1.74K
|
14
$1.48K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-95- 4.22% |
$7.76K - $11.8K
|
2.16K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-125- 3.21% |
$10.2K - $15.5K
|
3.77K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-360- 17.7% |
$29.4K - $44.6K
|
1.67K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 8.16% |
$16.3K - $24.8K
|
2.25K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-175- 5.23% |
$14.3K - $21.7K
|
3.17K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9- 0.18% |
$735 - $1.12K
|
5.12K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.82K- 76.91% |
$721K - $1.09M
|
2.65K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 2.79% |
$12.8K - $19.5K
|
5.79K
$612K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.72KNew |
$141K - $214K
|
1.72K
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$134K - $203K
|
1.64K
$173K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$133K - $201K
|
1.62K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-417- 23.27% |
$34.1K - $51.7K
|
1.38K
$145K
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
231K+ 6.31% |
$18.9M - $28.6M
|
3.89M
$411M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-113- 7.02% |
$9.23K - $14K
|
1.5K
$158K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-367- 12.58% |
$30K - $45.5K
|
2.55K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-100- 1.32% |
$8.17K - $12.4K
|
7.47K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
166+ 0.67% |
$13.6K - $20.6K
|
24.9K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-42- 1.94% |
$3.43K - $5.21K
|
2.13K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23- 2.34% |
$1.88K - $2.85K
|
961
$102K
|
|