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 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
920+ 14.42% |
$89.1K - $105K
|
7.3K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
912+ 13.68% |
$88.3K - $104K
|
7.58K
$851K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
910+ 1.35% |
$88.2K - $104K
|
68.2K
$7.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
905+ 7.54% |
$87.7K - $103K
|
12.9K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$99.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
887+ 3.84% |
$85.9K - $101K
|
24K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
880+ 3.87% |
$85.2K - $100K
|
23.6K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
879+ 6.18% |
$85.1K - $100K
|
15.1K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 25.51% |
$85.1K - $100K
|
4.33K
$486K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
876+ 2.27% |
$84.9K - $99.9K
|
39.5K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
873+ 39.88% |
$84.6K - $99.5K
|
3.06K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
872+ 67.75% |
$84.5K - $99.4K
|
2.16K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
869+ 7.05% |
$84.2K - $99.1K
|
13.2K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
859+ 2.66% |
$83.2K - $97.9K
|
33.2K
$3.73M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
857+ 62.19% |
$83K - $97.7K
|
2.24K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
855+ 10.14% |
$82.8K - $97.5K
|
9.29K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
842+ 4.66% |
$81.6K - $96K
|
18.9K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
839+ 3.23% |
$81.3K - $95.6K
|
26.8K
$3.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
833+ 3.6% |
$80.7K - $95K
|
24K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
830+ 7.78% |
$80.4K - $94.6K
|
11.5K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
827+ 2.18% |
$80.1K - $94.3K
|
38.7K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
827+ 3.88% |
$80.1K - $94.3K
|
22.2K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
825+ 1.82% |
$79.9K - $94.1K
|
46.3K
$5.2M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
823+ 4.59% |
$79.7K - $93.8K
|
18.8K
$2.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
815+ 6.42% |
$78.9K - $92.9K
|
13.5K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
813+ 16.62% |
$78.8K - $92.7K
|
5.71K
$641K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
797+ 5.38% |
$77.2K - $90.9K
|
15.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
792+ 1.23% |
$76.7K - $90.3K
|
65K
$7.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
792+ 17.69% |
$76.7K - $90.3K
|
5.27K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
791+ 7.15% |
$76.6K - $90.2K
|
11.8K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
791+ 9.88% |
$76.6K - $90.2K
|
8.8K
$989K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
788+ 1.27% |
$76.3K - $89.8K
|
63K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
778+ 2.2% |
$75.4K - $88.7K
|
36.2K
$4.07M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
777+ 1.19% |
$75.3K - $88.6K
|
65.9K
$7.41M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
742+ 2.32% |
$71.9K - $84.6K
|
32.7K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
736New |
$71.3K - $83.9K
|
736
$82.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
732+ 6.6% |
$70.9K - $83.4K
|
11.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
729+ 28.64% |
$70.6K - $83.1K
|
3.27K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
726+ 11.3% |
$70.3K - $82.8K
|
7.15K
$804K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
723+ 8.41% |
$70K - $82.4K
|
9.32K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
713New |
$69.1K - $81.3K
|
713
$80.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
703+ 35.2% |
$68.1K - $80.1K
|
2.7K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.76% |
$67.8K - $79.8K
|
26K
$2.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
696+ 25.45% |
$67.4K - $79.3K
|
3.43K
$386K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
689+ 9.79% |
$66.7K - $78.5K
|
7.72K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
687+ 7.04% |
$66.5K - $78.3K
|
10.4K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
681+ 9.09% |
$66K - $77.6K
|
8.17K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680+ 4.07% |
$65.9K - $77.5K
|
17.4K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.28% |
$65.8K - $77.4K
|
53.6K
$6.03M
|