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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
17.4K+ 310.37% |
$1.95M - $2.15M
|
23K
$2.43M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.32K- 0.62% |
$148K - $164K
|
213K
$22.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$1.57K - $1.74K
|
12.2K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-176- 3.09% |
$19.8K - $21.8K
|
5.51K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
202+ 3.91% |
$22.7K - $25K
|
5.36K
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-68- 3.62% |
$7.63K - $8.43K
|
1.81K
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-354- 6.16% |
$39.7K - $43.9K
|
5.4K
$570K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
42+ 0.12% |
$4.71K - $5.21K
|
34.4K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
105+ 1.59% |
$11.8K - $13K
|
6.73K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-948- 2.03% |
$106K - $118K
|
45.7K
$4.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-40- 0.41% |
$4.49K - $4.96K
|
9.64K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
149+ 7.86% |
$16.7K - $18.5K
|
2.04K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.43% |
$1.12K - $1.24K
|
2.31K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-733- 3.19% |
$82.3K - $90.9K
|
22.2K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
133+ 0.18% |
$14.9K - $16.5K
|
73.3K
$7.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-200- 2.54% |
$22.5K - $24.8K
|
7.69K
$812K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-82- 0.43% |
$9.2K - $10.2K
|
18.9K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.85K- 1.43% |
$319K - $353K
|
196K
$20.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 3.9% |
$6.4K - $7.07K
|
1.52K
$160K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-173- 6.76% |
$19.4K - $21.5K
|
2.39K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8.31KNew |
$932K - $1.03M
|
8.31K
$878K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.02K- 43.47% |
$227K - $250K
|
2.63K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.13K+ 17.27% |
$127K - $141K
|
7.7K
$814K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
105+ 1.89% |
$11.8K - $13K
|
5.67K
$600K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
91+ 0.45% |
$10.2K - $11.3K
|
20.2K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
218New |
$24.5K - $27K
|
218
$23K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.83K- 6.47% |
$205K - $227K
|
26.4K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-21- 0.25% |
$2.36K - $2.6K
|
8.51K
$899K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
72.6K+ 8.36% |
$8.15M - $9M
|
941K
$99.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-17.5K- 28.6% |
$1.96M - $2.17M
|
43.6K
$4.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.9K- 6.92% |
$1.23M - $1.36M
|
147K
$15.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-380- 15.19% |
$42.7K - $47.1K
|
2.12K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-28- 1.08% |
$3.14K - $3.47K
|
2.57K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-450- 2.94% |
$50.5K - $55.8K
|
14.8K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
932New |
$105K - $116K
|
932
$98.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
72+ 5.22% |
$8.08K - $8.93K
|
1.45K
$153K
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
SELL
|
- |
-8.2K- 2.26% |
$920K - $1.02M
|
355K
$37.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
8.72K+ 7.22% |
$979K - $1.08M
|
129K
$13.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.08% |
$337 - $372
|
3.76K
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-297- 2.23% |
$33.3K - $36.8K
|
13.1K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
21+ 0.62% |
$2.36K - $2.6K
|
3.41K
$361K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-225- 1.98% |
$25.3K - $27.9K
|
11.1K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.79K- 8.79% |
$313K - $346K
|
29K
$3.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
72+ 1.23% |
$8.08K - $8.93K
|
5.93K
$626K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
872+ 30.58% |
$97.9K - $108K
|
3.72K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10+ 0.02% |
$1.12K - $1.24K
|
46.1K
$4.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.74% |
$2.13K - $2.36K
|
2.6K
$274K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-406- 0.86% |
$45.6K - $50.3K
|
46.9K
$4.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-55- 2.7% |
$6.17K - $6.82K
|
1.98K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.42% |
$1.46K - $1.61K
|
3.07K
$325K
|
|