Latest Institutional Purchases of Walt Disney CO (DIS)
This list provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.26K+ 105.42% |
$412K - $485K
|
8.3K
$910K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.22K+ 163.18% |
$409K - $481K
|
6.81K
$747K
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
4.21KNew |
$407K - $479K
|
4.21K
$461K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.17K+ 4.62% |
$404K - $475K
|
94.3K
$10.3M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.17K+ 223.31% |
$404K - $475K
|
6.03K
$662K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.13K+ 21.21% |
$400K - $470K
|
23.6K
$2.59M
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.12K+ 24.86% |
$399K - $469K
|
20.7K
$2.27M
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4.09K+ 16.98% |
$396K - $466K
|
28.2K
$3.09M
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.07K+ 6.07% |
$394K - $464K
|
71.2K
$7.81M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.06K+ 3.07% |
$393K - $463K
|
136K
$15M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.06K+ 1.81% |
$393K - $462K
|
229K
$25.1M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.01KNew |
$388K - $457K
|
4.01K
$439K
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4K+ 14.29% |
$387K - $456K
|
32K
$3.51M
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.99K+ 6.2% |
$386K - $455K
|
68.3K
$7.49M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
3.98K+ 16.14% |
$386K - $454K
|
28.7K
$3.15M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.98K+ 1.13% |
$386K - $454K
|
356K
$39.1M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 11.28% |
$386K - $454K
|
39.3K
$4.31M
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.98K+ 34.68% |
$385K - $454K
|
15.5K
$1.7M
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.97K+ 4.09% |
$385K - $453K
|
101K
$11.1M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.92K+ 23.71% |
$380K - $447K
|
20.4K
$2.24M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.9K+ 12.74% |
$378K - $444K
|
34.5K
$3.78M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
3.89K+ 3.17% |
$377K - $444K
|
127K
$13.9M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.86K+ 52.35% |
$374K - $440K
|
11.2K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.81KNew |
$369K - $434K
|
3.81K
$418K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.81K+ 3.01% |
$369K - $434K
|
130K
$14.3M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.75K+ 4.66% |
$363K - $428K
|
84.3K
$9.25M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.67KNew |
$355K - $418K
|
3.67K
$403K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.61K+ 24.53% |
$350K - $411K
|
18.3K
$2.01M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.61K+ 6.34% |
$349K - $411K
|
60.5K
$6.64M
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.6KNew |
$349K - $410K
|
3.6K
$395K
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
3.54K+ 160.2% |
$343K - $404K
|
5.75K
$631K
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.48KNew |
$337K - $397K
|
3.48K
$382K
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.44K+ 21.0% |
$333K - $392K
|
19.8K
$2.18M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.49% |
$329K - $388K
|
9.42K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.38K+ 3.9% |
$327K - $385K
|
90K
$9.87M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 6.86% |
$326K - $383K
|
52.4K
$5.74M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.34K+ 3.85% |
$323K - $381K
|
90.1K
$9.88M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.33K+ 6.18% |
$322K - $379K
|
57.1K
$6.27M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.32K+ 4.48% |
$321K - $378K
|
77.3K
$8.48M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$320K - $377K
|
3.31K
$363K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.3K+ 2.85% |
$319K - $376K
|
119K
$13.1M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.25K+ 29.67% |
$315K - $371K
|
14.2K
$1.56M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 29.13% |
$314K - $369K
|
14.4K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.24K+ 5.25% |
$313K - $369K
|
64.9K
$7.12M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.23K+ 2.61% |
$313K - $368K
|
127K
$13.9M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.19K+ 2.34% |
$309K - $364K
|
140K
$15.3M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.16K+ 3.67% |
$306K - $361K
|
89.3K
$9.8M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.14K+ 16.0% |
$304K - $358K
|
22.8K
$2.5M
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.13K+ 16.11% |
$303K - $357K
|
22.6K
$2.48M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 5.07% |
$302K - $355K
|
64.6K
$7.09M
|