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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
4New |
$327 - $496
|
4
$423
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-155- 0.65% |
$12.7K - $19.2K
|
23.6K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-459- 76.63% |
$37.5K - $56.9K
|
140
$14.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.48K+ 10.86% |
$774K - $1.18M
|
96.7K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
125+ 0.85% |
$10.2K - $15.5K
|
14.8K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
915+ 3.02% |
$74.8K - $113K
|
31.2K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1K+ 4.83% |
$81.7K - $124K
|
21.7K
$2.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-20- 4.46% |
$1.63K - $2.48K
|
428
$45.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-128- 93.43% |
$10.5K - $15.9K
|
9
$951
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-333- 13.28% |
$27.2K - $41.3K
|
2.17K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.62KNew |
$132K - $200K
|
1.62K
$171K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
311+ 5.0% |
$25.4K - $38.6K
|
6.53K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9+ 0.42% |
$735 - $1.12K
|
2.17K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
2.5KNew |
$204K - $310K
|
2.5K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
625+ 115.74% |
$51.1K - $77.5K
|
1.17K
$123K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
230+ 1.59% |
$18.8K - $28.5K
|
14.7K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.11KNew |
$172K - $261K
|
2.11K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.5K- 65.7% |
$123K - $186K
|
783
$82.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
452+ 2.22% |
$36.9K - $56.1K
|
20.8K
$2.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
590+ 14.36% |
$48.2K - $73.2K
|
4.7K
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
4KNew |
$327K - $496K
|
4K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-352- 11.15% |
$28.8K - $43.7K
|
2.8K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.82KNew |
$149K - $226K
|
1.82K
$193K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-715- 20.12% |
$58.4K - $88.7K
|
2.84K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.9KNew |
$155K - $236K
|
1.9K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-424- 19.41% |
$34.6K - $52.6K
|
1.76K
$186K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-100- 3.38% |
$8.17K - $12.4K
|
2.86K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$864K - $1.31M
|
10.6K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
523+ 17.65% |
$42.7K - $64.9K
|
3.49K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16+ 0.54% |
$1.31K - $1.98K
|
3K
$317K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-200- 11.9% |
$16.3K - $24.8K
|
1.48K
$156K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-215- 0.47% |
$17.6K - $26.7K
|
46K
$4.86M
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-10- 0.28% |
$817 - $1.24K
|
3.55K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.4% |
$81.7 - $124
|
251
$26.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.64KNew |
$134K - $204K
|
1.64K
$174K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.03KNew |
$248K - $376K
|
3.03K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6.8K- 50.46% |
$555K - $843K
|
6.67K
$705K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 14.06% |
$1.47K - $2.23K
|
110
$11.6K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
SELL
|
- |
-11K- 68.64% |
$901K - $1.37M
|
5.04K
$533K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8.39K- 72.57% |
$686K - $1.04M
|
3.17K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.77KNew |
$145K - $220K
|
1.77K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
405+ 0.61% |
$33.1K - $50.2K
|
67.3K
$7.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-22.6K- 36.2% |
$1.85M - $2.81M
|
39.9K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 7.1% |
$49K - $74.4K
|
7.85K
$829K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.38K+ 36.36% |
$277K - $420K
|
12.7K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-282- 13.84% |
$23K - $35K
|
1.76K
$186K
|
|