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 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-210- 9.81% |
$17.2K - $26K
|
1.93K
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200+ 7.8% |
$16.3K - $24.8K
|
2.76K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$8.17K - $12.4K
|
900
$95.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.62KNew |
$132K - $201K
|
1.62K
$171K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-583- 3.77% |
$47.6K - $72.3K
|
14.9K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-43- 0.41% |
$3.51K - $5.33K
|
10.6K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.5K+ 30000.0% |
$123K - $186K
|
1.51K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$172K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
401New |
$32.8K - $49.7K
|
401
$42.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$177K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-551- 20.54% |
$45K - $68.3K
|
2.13K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.52% |
$16.3K - $24.8K
|
3.42K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-135- 2.36% |
$11K - $16.7K
|
5.59K
$591K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8.07KNew |
$660K - $1M
|
8.07K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
550+ 1.46% |
$44.9K - $68.2K
|
38.3K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 2.17% |
$81.7 - $124
|
45
$4.76K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-50- 2.34% |
$4.09K - $6.2K
|
2.09K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-177- 1.79% |
$14.5K - $21.9K
|
9.73K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
333+ 4.39% |
$27.2K - $41.3K
|
7.91K
$836K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-118K- 39.09% |
$9.63M - $14.6M
|
184K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-240- 6.75% |
$19.6K - $29.8K
|
3.32K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-91- 1.46% |
$7.44K - $11.3K
|
6.16K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-5- 0.31% |
$409 - $620
|
1.6K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.6K- 75.77% |
$1.03M - $1.56M
|
4.02K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.2K- 30.92% |
$98.1K - $149K
|
2.68K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-83- 20.19% |
$6.78K - $10.3K
|
328
$34.7K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
75+ 2.91% |
$6.13K - $9.3K
|
2.65K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 11.84% |
$1.47K - $2.23K
|
134
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-17- 2.8% |
$1.39K - $2.11K
|
590
$62.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-146- 2.43% |
$11.9K - $18.1K
|
5.86K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-34- 0.78% |
$2.78K - $4.22K
|
4.3K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
415+ 11.28% |
$33.9K - $51.5K
|
4.09K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 48.74% |
$7.93K - $12K
|
102
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.8KNew |
$147K - $224K
|
1.8K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.1K+ 7.48% |
$89.5K - $136K
|
15.7K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
247+ 7.5% |
$20.2K - $30.6K
|
3.54K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$184K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.67KNew |
$136K - $206K
|
1.67K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-87- 3.69% |
$7.11K - $10.8K
|
2.27K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$181K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
142+ 6.7% |
$11.6K - $17.6K
|
2.26K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.77K- 15.79% |
$553K - $839K
|
36.1K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-684- 11.52% |
$55.9K - $84.8K
|
5.26K
$556K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-12.2K- 44.1% |
$1M - $1.52M
|
15.5K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-250- 0.43% |
$20.4K - $31K
|
58.1K
$6.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.02K+ 2042.42% |
$165K - $251K
|
2.12K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 17.92% |
$315K - $478K
|
17.7K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-150- 4.0% |
$12.3K - $18.6K
|
3.6K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
25+ 0.66% |
$2.04K - $3.1K
|
3.79K
$401K
|
|