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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.89K+ 1605.56% |
$280K - $329K
|
3.07K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.68KNew |
$453K - $533K
|
4.68K
$495K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-4- 0.31% |
$387 - $456
|
1.28K
$135K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.53K+ 29.49% |
$245K - $288K
|
11.1K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$2.32K - $2.74K
|
4.11K
$434K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
229+ 12.27% |
$22.2K - $26.1K
|
2.1K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 1.08% |
$2.81K - $3.31K
|
2.67K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-75- 2.22% |
$7.27K - $8.55K
|
3.3K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
21.5KNew |
$2.08M - $2.45M
|
21.5K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-123- 7.7% |
$11.9K - $14K
|
1.47K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.93% |
$2.91K - $3.42K
|
3.2K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-40K- 38.91% |
$3.87M - $4.55M
|
62.7K
$6.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.3K- 68.84% |
$901K - $1.06M
|
4.21K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 4.48% |
$581 - $684
|
128
$13.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$152K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 5.29% |
$13.7K - $16.1K
|
2.52K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25New |
$2.42K - $2.85K
|
25
$2.64K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$2.03K - $2.39K
|
300
$31.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-92- 1.49% |
$8.91K - $10.5K
|
6.1K
$645K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-898- 94.73% |
$87K - $102K
|
50
$5.28K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.92K- 65.09% |
$767K - $903K
|
4.25K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.56K- 68.94% |
$539K - $634K
|
2.51K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-197- 19.92% |
$19.1K - $22.5K
|
792
$83.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1K- 6.52% |
$96.9K - $114K
|
14.3K
$1.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$606K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
375+ 4.57% |
$36.3K - $42.8K
|
8.59K
$908K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 92.59% |
$484K - $570K
|
400
$42.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.47% |
$969 - $1.14K
|
2.14K
$226K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.09KNew |
$202K - $238K
|
2.09K
$221K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
11.9K+ 27.61% |
$1.15M - $1.35M
|
54.8K
$5.79M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
603+ 5.78% |
$58.4K - $68.7K
|
11K
$1.17M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
235+ 7.57% |
$21.7K - $27.6K
|
3.34K
$353K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-8.86K- 8.94% |
$819K - $1.04M
|
90.3K
$9.54M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-18.1K- 12.05% |
$1.67M - $2.13M
|
132K
$13.9M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
41.1K+ 36.0% |
$3.8M - $4.83M
|
155K
$16.4M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
230New |
$21.2K - $27K
|
230
$24.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
268New |
$24.8K - $31.5K
|
268
$28.3K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.46KNew |
$227K - $289K
|
2.46K
$260K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
116New |
$10.7K - $13.6K
|
116
$12.3K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 3.18% |
$6.93K - $8.82K
|
2.43K
$257K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
16.1KNew |
$1.49M - $1.89M
|
16.1K
$1.7M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.85KNew |
$171K - $217K
|
1.85K
$195K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
200+ 1.4% |
$18.5K - $23.5K
|
14.4K
$1.53M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.5K
|
|