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 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
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
410+ 602.94% |
$33.5K - $50.8K
|
478
$50.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-16.3K- 1.13% |
$1.33M - $2.02M
|
1.42M
$150M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-64.6K- 97.73% |
$5.28M - $8.01M
|
1.5K
$158K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163New |
$13.3K - $20.2K
|
163
$17.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
116New |
$9.48K - $14.4K
|
116
$12.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-688- 1.93% |
$56.2K - $85.3K
|
35K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.35K- 91.6% |
$274K - $415K
|
307
$32.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
28+ 1.01% |
$2.29K - $3.47K
|
2.8K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.75% |
$1.72K - $2.6K
|
2.83K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-465- 85.01% |
$38K - $57.7K
|
82
$8.67K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$177K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$404K - $613K
|
4.95K
$523K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.24KNew |
$183K - $278K
|
2.24K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
301New |
$24.6K - $37.3K
|
301
$31.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$166K - $252K
|
2.03K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-50- 2.26% |
$4.09K - $6.2K
|
2.17K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-70- 0.89% |
$5.72K - $8.68K
|
7.81K
$825K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.79KNew |
$147K - $222K
|
1.79K
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
7+ 0.34% |
$572 - $868
|
2.06K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.61K- 34.13% |
$213K - $323K
|
5.03K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.89KNew |
$155K - $235K
|
1.89K
$200K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.5K+ 16.2% |
$205K - $310K
|
18K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$176K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-465- 2.27% |
$38K - $57.7K
|
20K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-42- 7.11% |
$3.43K - $5.21K
|
549
$58K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-230- 3.05% |
$18.8K - $28.5K
|
7.31K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-51.9K- 62.83% |
$4.24M - $6.44M
|
30.7K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16K+ 16.56% |
$94.4K - $143K
|
8.13K
$859K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-117- 4.88% |
$9.56K - $14.5K
|
2.28K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
20+ 0.33% |
$1.63K - $2.48K
|
5.99K
$633K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.39K - $2.11K
|
2.58K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-55- 2.36% |
$4.49K - $6.82K
|
2.28K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-18- 0.03% |
$1.47K - $2.23K
|
68.3K
$7.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Maestria Partners LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 7.62% |
$940K - $1.43M
|
140K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1- 0.1% |
$81.7 - $124
|
982
$104K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$183K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-275- 4.99% |
$22.5K - $34.1K
|
5.24K
$554K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-12- 0.45% |
$981 - $1.49K
|
2.64K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-122- 16.14% |
$9.97K - $15.1K
|
634
$67K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.81KNew |
$148K - $225K
|
1.81K
$192K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.3K- 60.63% |
$6.73M - $10.2M
|
53.5K
$5.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-110- 5.36% |
$8.99K - $13.6K
|
1.94K
$205K
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
74.3KNew |
$6.07M - $9.21M
|
74.3K
$7.85M
|
|