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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
16KNew |
$1.55M - $1.82M
|
16K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 46.88% |
$14.5K - $17.1K
|
170
$18K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
19.7KNew |
$1.91M - $2.25M
|
19.7K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-50.6K- 58.77% |
$4.9M - $5.77M
|
35.5K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-4.89K- 49.11% |
$474K - $557K
|
5.07K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
11.3K+ 67.16% |
$1.09M - $1.29M
|
28.1K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-50- 16.56% |
$4.84K - $5.7K
|
252
$26.6K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 3.15% |
$9.69K - $11.4K
|
3.08K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-996- 6.33% |
$96.5K - $114K
|
14.8K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.07% |
$194 - $228
|
2.92K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 0.59% |
$16.5K - $19.4K
|
28.7K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-869- 20.89% |
$84.2K - $99.1K
|
3.29K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.72K- 25.05% |
$167K - $196K
|
5.15K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.96K- 60.9% |
$384K - $452K
|
2.54K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.24% |
$484 - $570
|
2.11K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
1.6KNew |
$155K - $182K
|
1.6K
$169K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
137+ 0.3% |
$13.3K - $15.6K
|
45.4K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
3+ 0.09% |
$291 - $342
|
3.17K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 9.43% |
$48.4K - $57K
|
4.81K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.59K- 8.57% |
$154K - $181K
|
17K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
51+ 0.45% |
$4.94K - $5.81K
|
11.3K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.12% |
$581 - $684
|
4.93K
$521K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 29.13% |
$314K - $369K
|
14.4K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
22.9KNew |
$2.22M - $2.61M
|
22.9K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 0.17% |
$678 - $798
|
4.06K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1+ 0.08% |
$96.9 - $114
|
1.23K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-882- 10.94% |
$85.4K - $101K
|
7.18K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.44% |
$3.49K - $4.1K
|
8.08K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-172K- 51.81% |
$16.7M - $19.6M
|
160K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-90- 4.25% |
$8.72K - $10.3K
|
2.03K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.27% |
$7.46K - $8.78K
|
6K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.54K- 91.49% |
$343K - $403K
|
329
$34.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$320K - $377K
|
3.31K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$94K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-422- 16.98% |
$40.9K - $48.1K
|
2.06K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-147- 14.92% |
$14.2K - $16.8K
|
838
$88.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
78+ 11.3% |
$7.56K - $8.89K
|
768
$81.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$97.5K - $115K
|
1.01K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.87K- 12.16% |
$278K - $327K
|
20.7K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.49% |
$329K - $388K
|
9.42K
$995K
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-16K- 34.78% |
$1.55M - $1.82M
|
30K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.18K- 13.21% |
$114K - $134K
|
7.72K
$816K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$28.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$13.2K
|
|