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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
568+ 2.76% |
$55K - $64.8K
|
21.2K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
567+ 4.45% |
$54.9K - $64.6K
|
13.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
566+ 0.54% |
$54.8K - $64.5K
|
105K
$12.6M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
564+ 1.66% |
$54.6K - $64.3K
|
34.6K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
551+ 4.93% |
$53.4K - $62.8K
|
11.7K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
551+ 1.58% |
$53.4K - $62.8K
|
35.4K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 26.83% |
$52.9K - $62.2K
|
2.58K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
546+ 2.26% |
$52.9K - $62.2K
|
24.7K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
542New |
$52.5K - $61.8K
|
542
$65K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
541+ 49.91% |
$52.4K - $61.7K
|
1.63K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
540+ 7.89% |
$52.3K - $61.6K
|
7.38K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
539+ 1.13% |
$52.2K - $61.4K
|
48.2K
$5.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
539+ 1.51% |
$52.2K - $61.4K
|
36.3K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
535+ 9.78% |
$51.8K - $61K
|
6.01K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
529+ 24.8% |
$51.2K - $60.3K
|
2.66K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
529New |
$51.2K - $60.3K
|
529
$63.5K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
522+ 9.25% |
$50.6K - $59.5K
|
6.17K
$740K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
522+ 15.99% |
$50.6K - $59.5K
|
3.79K
$454K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
519+ 3.04% |
$50.3K - $59.2K
|
17.6K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
517+ 2.54% |
$50.1K - $58.9K
|
20.9K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
515+ 9.37% |
$49.9K - $58.7K
|
6.01K
$721K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
510+ 4.87% |
$49.4K - $58.1K
|
11K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
506+ 1.19% |
$49K - $57.7K
|
42.9K
$5.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 2.43% |
$48.9K - $57.6K
|
21.3K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
503+ 16.88% |
$48.7K - $57.3K
|
3.48K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
500+ 0.84% |
$48.4K - $57K
|
60K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
500+ 10.73% |
$48.4K - $57K
|
5.16K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 11.57% |
$48.4K - $57K
|
4.82K
$578K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
498+ 10.45% |
$48.2K - $56.8K
|
5.26K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
494+ 3.76% |
$47.9K - $56.3K
|
13.6K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
490+ 2.42% |
$47.5K - $55.9K
|
20.7K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
487+ 1.0% |
$47.2K - $55.5K
|
49.3K
$5.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
475+ 14.99% |
$46K - $54.2K
|
3.64K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
467+ 24.5% |
$45.2K - $53.2K
|
2.37K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
466+ 3.33% |
$45.1K - $53.1K
|
14.5K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
465+ 5.9% |
$45K - $53K
|
8.35K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
463+ 21.97% |
$44.9K - $52.8K
|
2.57K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
459+ 7.89% |
$44.5K - $52.3K
|
6.28K
$753K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
457+ 2.82% |
$44.3K - $52.1K
|
16.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
450+ 3.0% |
$43.6K - $51.3K
|
15.5K
$1.85M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
449+ 1.05% |
$43.5K - $51.2K
|
43.1K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
445+ 0.14% |
$43.1K - $50.7K
|
329K
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
445+ 27.8% |
$43.1K - $50.7K
|
2.05K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
444+ 18.35% |
$43K - $50.6K
|
2.86K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
441+ 19.84% |
$42.7K - $50.3K
|
2.66K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
436+ 3.01% |
$42.2K - $49.7K
|
14.9K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
436+ 0.17% |
$42.2K - $49.7K
|
265K
$31.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
436+ 1.01% |
$42.2K - $49.7K
|
43.7K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
431+ 12.11% |
$41.8K - $49.1K
|
3.99K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
431+ 16.49% |
$41.8K - $49.1K
|
3.04K
$365K
|