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 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-300- 1.31% |
$24.5K - $37.2K
|
22.5K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-99K- 99.0% |
$8.09M - $12.3M
|
1K
$106K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-59- 1.77% |
$4.82K - $7.32K
|
3.28K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-47- 0.8% |
$3.84K - $5.83K
|
5.84K
$617K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10KNew |
$817K - $1.24M
|
10K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
422+ 9.93% |
$34.5K - $52.3K
|
4.67K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-620- 95.38% |
$50.7K - $76.9K
|
30
$3.17K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.12K- 0.2% |
$91.2K - $138K
|
553K
$58.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.07K- 52.2% |
$87.4K - $133K
|
979
$103K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.25K- 13.43% |
$102K - $155K
|
8.04K
$850K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.13K+ 26.23% |
$92.6K - $141K
|
5.45K
$576K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$177K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-384- 0.67% |
$31.4K - $47.6K
|
56.7K
$5.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-855- 64.58% |
$69.9K - $106K
|
469
$49.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-100- 36.36% |
$8.17K - $12.4K
|
175
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 0.95% |
$1.39K - $2.11K
|
1.81K
$191K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.88KNew |
$154K - $233K
|
1.88K
$199K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-389- 7.02% |
$31.8K - $48.2K
|
5.15K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
670+ 14.37% |
$54.8K - $83.1K
|
5.33K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-316- 2.78% |
$25.8K - $39.2K
|
11K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.37KNew |
$194K - $294K
|
2.37K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
100+ 33.33% |
$8.17K - $12.4K
|
400
$42.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.1K+ 1232.74% |
$2.22M - $3.37M
|
29.3K
$3.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 53.04% |
$151K - $229K
|
1.64K
$173K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$1.47K - $2.23K
|
18
$1.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.82KNew |
$148K - $225K
|
1.82K
$192K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-120- 5.36% |
$9.81K - $14.9K
|
2.12K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.71KNew |
$140K - $213K
|
1.71K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
200New |
$16.3K - $24.8K
|
200
$21.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$176K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.44KNew |
$199K - $302K
|
2.44K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.92K+ 37.67% |
$402K - $610K
|
18K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$327 - $496
|
3.08K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.65K- 41.12% |
$217K - $329K
|
3.8K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$181K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31KNew |
$189K - $286K
|
2.31K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-433- 5.2% |
$35.4K - $53.7K
|
7.89K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$3.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 2.91% |
$1.8K - $2.73K
|
735
$77.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.04KNew |
$167K - $253K
|
2.04K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.15K- 8.68% |
$176K - $266K
|
22.6K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.87KNew |
$153K - $232K
|
1.87K
$198K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-162- 5.29% |
$13.2K - $20.1K
|
2.9K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.77KNew |
$144K - $219K
|
1.77K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$180K - $273K
|
2.2K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.35KNew |
$192K - $292K
|
2.35K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$184K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.9KNew |
$156K - $236K
|
1.9K
$201K
|
|