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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
92+ 1.18% |
$10.3K - $11.4K
|
7.89K
$834K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
75+ 0.43% |
$8.42K - $9.3K
|
17.5K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
298+ 12.76% |
$33.5K - $37K
|
2.63K
$278K
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
1.37K+ 36.9% |
$154K - $170K
|
5.1K
$539K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.85K- 9.1% |
$208K - $229K
|
18.5K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.12K- 11.38% |
$125K - $139K
|
8.7K
$919K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
563K+ 59.04% |
$63.2M - $69.9M
|
1.52M
$160M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.91K+ 57.15% |
$215K - $237K
|
5.26K
$555K
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$112 - $124
|
2.29K
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-31.9K- 4.21% |
$3.58M - $3.96M
|
725K
$76.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-271- 2.97% |
$30.4K - $33.6K
|
8.84K
$935K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
487+ 6.14% |
$54.7K - $60.4K
|
8.42K
$890K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.31K+ 14.92% |
$259K - $286K
|
17.8K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
49+ 1.21% |
$5.5K - $6.08K
|
4.1K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-66- 0.3% |
$7.41K - $8.18K
|
21.8K
$2.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.2K- 4.04% |
$135K - $149K
|
28.5K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-24.2K- 36.63% |
$2.72M - $3M
|
41.9K
$4.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.38K- 15.37% |
$379K - $419K
|
18.6K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-253- 5.21% |
$28.4K - $31.4K
|
4.61K
$487K
|
|
|
Nov 07, 2025
Q3 2025
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-285- 7.26% |
$32K - $35.3K
|
3.64K
$385K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.3K- 25.89% |
$146K - $161K
|
3.72K
$393K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-480- 2.41% |
$53.9K - $59.5K
|
19.5K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-551- 7.49% |
$61.8K - $68.3K
|
6.8K
$719K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10New |
$1.12K - $1.24K
|
10
$1.06K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
454+ 27.3% |
$51K - $56.3K
|
2.12K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.03% |
$112 - $124
|
3.37K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-945- 23.31% |
$106K - $117K
|
3.11K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-3- 0.52% |
$337 - $372
|
573
$60.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1- 0.01% |
$112 - $124
|
6.73K
$712K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-701- 1.46% |
$78.7K - $86.9K
|
47.3K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.1K- 2.16% |
$348K - $385K
|
141K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-304- 2.29% |
$34.1K - $37.7K
|
12.9K
$1.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-108- 0.19% |
$12.1K - $13.4K
|
57.6K
$6.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-66- 0.19% |
$7.41K - $8.18K
|
35.4K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
41+ 1.07% |
$4.6K - $5.08K
|
3.87K
$409K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
412+ 2.42% |
$46.2K - $51.1K
|
17.4K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$112 - $124
|
1.91K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.39K- 6.56% |
$380K - $420K
|
48.2K
$5.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
SELL
|
- |
-14.2K- 84.2% |
$1.59M - $1.76M
|
2.67K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-756- 1.03% |
$84.9K - $93.7K
|
72.4K
$7.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-16.4K- 2.77% |
$1.84M - $2.03M
|
576K
$60.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-500- 1.89% |
$56.1K - $62K
|
26K
$2.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
67+ 0.61% |
$7.52K - $8.31K
|
11K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.07K- 11.89% |
$120K - $133K
|
7.95K
$841K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 4.24% |
$786 - $868
|
158
$16.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
BUY
|
- |
8.3K+ 104.86% |
$932K - $1.03M
|
16.2K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
684+ 10.94% |
$76.8K - $84.8K
|
6.94K
$733K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-4.63K- 3.31% |
$519K - $574K
|
135K
$14.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36+ 1.29% |
$4.04K - $4.46K
|
2.82K
$298K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.34K+ 2.04% |
$151K - $166K
|
67K
$7.08M
|
|