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 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$81.7 - $124
|
2.18K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-155- 4.92% |
$12.7K - $19.2K
|
3K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14New |
$1.14K - $1.74K
|
14
$1.48K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-95- 4.22% |
$7.76K - $11.8K
|
2.16K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-125- 3.21% |
$10.2K - $15.5K
|
3.77K
$399K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-360- 17.7% |
$29.4K - $44.6K
|
1.67K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 8.16% |
$16.3K - $24.8K
|
2.25K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-175- 5.23% |
$14.3K - $21.7K
|
3.17K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9- 0.18% |
$735 - $1.12K
|
5.12K
$541K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.82K- 76.91% |
$721K - $1.09M
|
2.65K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 2.79% |
$12.8K - $19.5K
|
5.79K
$612K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.72KNew |
$141K - $214K
|
1.72K
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$134K - $203K
|
1.64K
$173K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$133K - $201K
|
1.62K
$171K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-417- 23.27% |
$34.1K - $51.7K
|
1.38K
$145K
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
231K+ 6.31% |
$18.9M - $28.6M
|
3.89M
$411M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-113- 7.02% |
$9.23K - $14K
|
1.5K
$158K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-367- 12.58% |
$30K - $45.5K
|
2.55K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-100- 1.32% |
$8.17K - $12.4K
|
7.47K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
166+ 0.67% |
$13.6K - $20.6K
|
24.9K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-42- 1.94% |
$3.43K - $5.21K
|
2.13K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23- 2.34% |
$1.88K - $2.85K
|
961
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
34MNew |
$2.78B - $4.22B
|
34M
$3.6B
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 5.04% |
$20.2K - $30.6K
|
4.66K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 2.29% |
$4.09K - $6.2K
|
2.13K
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-333- 14.73% |
$27.2K - $41.3K
|
1.93K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-414- 19.98% |
$33.8K - $51.3K
|
1.66K
$175K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
345+ 0.84% |
$28.2K - $42.8K
|
41.3K
$4.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.2KNew |
$343K - $521K
|
4.2K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$184K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-100- 3.04% |
$8.17K - $12.4K
|
3.19K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
700New |
$57.2K - $86.8K
|
700
$74K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$172K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$181K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-150- 0.81% |
$12.3K - $18.6K
|
18.3K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.21K- 9.04% |
$98.9K - $150K
|
12.2K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$178K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$48.1K - $73K
|
589
$62.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-146- 8.74% |
$11.9K - $18.1K
|
1.52K
$161K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-176- 7.95% |
$14.4K - $21.8K
|
2.04K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
73New |
$5.97K - $9.05K
|
73
$7.72K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-100- 44.05% |
$8.17K - $12.4K
|
127
$13.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
152+ 1.4% |
$12.4K - $18.8K
|
11K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-4.2K- 40.98% |
$343K - $521K
|
6.05K
$639K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-667- 25.17% |
$54.5K - $82.7K
|
1.98K
$210K
|
|
| Q1 2025 | |||||||
|
Nov 06, 2025
Q1 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1+ 0.05% |
$96.9 - $114
|
2.2K
$232K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.65K+ 19.69% |
$257K - $303K
|
16.1K
$1.7M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.85KNew |
$955K - $1.12M
|
9.85K
$1.04M
|
|