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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
151+ 6.17% |
$14.6K - $17.2K
|
2.6K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
150+ 6.19% |
$14.5K - $17.1K
|
2.57K
$284K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
149+ 4.14% |
$14.4K - $17K
|
3.75K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
148+ 2.62% |
$14.3K - $16.9K
|
5.8K
$641K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147New |
$14.2K - $16.8K
|
147
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
147+ 4.28% |
$14.2K - $16.8K
|
3.58K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
145+ 6.72% |
$14K - $16.5K
|
2.3K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
143+ 14.06% |
$13.9K - $16.3K
|
1.16K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 2.49% |
$13.8K - $16.2K
|
5.85K
$646K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
142+ 4.81% |
$13.8K - $16.2K
|
3.09K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
142+ 1.1% |
$13.8K - $16.2K
|
13K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
141+ 2.96% |
$13.7K - $16.1K
|
4.91K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
139New |
$13.5K - $15.8K
|
139
$15.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.66% |
$13.5K - $15.8K
|
21.2K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
138+ 3.76% |
$13.4K - $15.7K
|
3.81K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
137+ 2.0% |
$13.3K - $15.6K
|
6.98K
$771K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
137+ 4.02% |
$13.3K - $15.6K
|
3.55K
$392K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
137+ 0.3% |
$13.3K - $15.6K
|
45.4K
$5.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
137+ 2.16% |
$13.3K - $15.6K
|
6.49K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
136+ 7.15% |
$13.2K - $15.5K
|
2.04K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134+ 0.13% |
$13K - $15.3K
|
101K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 0.19% |
$12.8K - $15K
|
71.2K
$7.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
132+ 3.5% |
$12.8K - $15K
|
3.91K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
130+ 0.52% |
$12.6K - $14.8K
|
25.4K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129+ 0.32% |
$12.5K - $14.7K
|
40.7K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
128+ 2.23% |
$12.4K - $14.6K
|
5.87K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
125+ 0.02% |
$12.1K - $14.3K
|
830K
$91.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$13.8K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
124+ 4.07% |
$12K - $14.1K
|
3.17K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
124+ 0.66% |
$12K - $14.1K
|
18.9K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
123+ 0.25% |
$11.9K - $14K
|
48.4K
$5.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.87% |
$11.9K - $14K
|
14.2K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
122+ 1.05% |
$11.8K - $13.9K
|
11.7K
$1.29M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
121+ 0.1% |
$11.7K - $13.8K
|
117K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
120+ 0.12% |
$11.6K - $13.7K
|
98K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
119+ 3.99% |
$11.5K - $13.6K
|
3.1K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
118+ 4.47% |
$11.4K - $13.5K
|
2.76K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 22.52% |
$11.2K - $13.2K
|
631
$69.7K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
113+ 0.72% |
$10.9K - $12.9K
|
15.9K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113+ 0.43% |
$10.9K - $12.9K
|
26.1K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
113+ 0.82% |
$10.9K - $12.9K
|
14K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 2.94% |
$10.8K - $12.7K
|
3.88K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.15% |
$10.7K - $12.5K
|
5.22K
$577K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
110+ 1.53% |
$10.7K - $12.5K
|
7.28K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
108+ 2.21% |
$10.5K - $12.3K
|
4.99K
$552K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
107+ 0.26% |
$10.4K - $12.2K
|
41.8K
$4.61M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
105+ 1.9% |
$10.2K - $12K
|
5.63K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
105+ 2.88% |
$10.2K - $12K
|
3.76K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.29% |
$10.2K - $12K
|
36.7K
$4.05M
|