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 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 2.05% |
$9.98K - $11.7K
|
5.13K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 1.58% |
$9.88K - $11.6K
|
6.55K
$724K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
101+ 29.19% |
$9.78K - $11.5K
|
447
$49.4K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 3.66% |
$9.69K - $11.4K
|
2.84K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100+ 106.38% |
$9.69K - $11.4K
|
194
$21.4K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
99+ 0.6% |
$9.59K - $11.3K
|
16.5K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
98+ 1.0% |
$9.49K - $11.2K
|
9.85K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
97+ 95.1% |
$9.4K - $11.1K
|
199
$22K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
96+ 6.1% |
$9.3K - $10.9K
|
1.67K
$185K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
96New |
$9.3K - $10.9K
|
96
$10.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
93+ 1.7% |
$9.01K - $10.6K
|
5.56K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
92+ 0.97% |
$8.91K - $10.5K
|
9.61K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
92+ 1.08% |
$8.91K - $10.5K
|
8.58K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
90+ 4.24% |
$8.72K - $10.3K
|
2.22K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
89+ 2.35% |
$8.62K - $10.1K
|
3.88K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
88+ 4.11% |
$8.52K - $10K
|
2.23K
$247K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
86+ 0.13% |
$8.33K - $9.8K
|
64.1K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
83+ 0.33% |
$8.04K - $9.46K
|
25.6K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82+ 1.78% |
$7.94K - $9.35K
|
4.7K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
82+ 17.63% |
$7.94K - $9.35K
|
547
$60.4K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
81+ 1.19% |
$7.85K - $9.23K
|
6.89K
$761K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
78+ 0.13% |
$7.56K - $8.89K
|
59.4K
$6.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
78+ 11.3% |
$7.56K - $8.89K
|
768
$84.9K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
77+ 8.21% |
$7.46K - $8.78K
|
1.02K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
77+ 2.5% |
$7.46K - $8.78K
|
3.15K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76New |
$7.36K - $8.66K
|
76
$8.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 2.93% |
$7.27K - $8.55K
|
2.63K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
73+ 1.28% |
$7.07K - $8.32K
|
5.76K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 1.79% |
$7.07K - $8.32K
|
4.15K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
71+ 0.32% |
$6.88K - $8.09K
|
22.4K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 1.12% |
$6.88K - $8.09K
|
6.42K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
71+ 0.79% |
$6.88K - $8.09K
|
9.01K
$995K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
70+ 0.11% |
$6.78K - $7.98K
|
64.9K
$7.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$633K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
68+ 2.06% |
$6.59K - $7.75K
|
3.37K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
68+ 2.85% |
$6.59K - $7.75K
|
2.45K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
67+ 3.16% |
$6.49K - $7.64K
|
2.19K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
67+ 3.29% |
$6.49K - $7.64K
|
2.1K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
66+ 0.09% |
$6.39K - $7.52K
|
74.3K
$8.21M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
66+ 1.08% |
$6.39K - $7.52K
|
6.17K
$682K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
66+ 7.01% |
$6.39K - $7.52K
|
1.01K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
65+ 0.9% |
$6.3K - $7.41K
|
7.32K
$808K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
65+ 1.11% |
$6.3K - $7.41K
|
5.9K
$652K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
63+ 1.1% |
$6.1K - $7.18K
|
5.78K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
62+ 0.4% |
$6.01K - $7.07K
|
15.7K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
62+ 1.04% |
$6.01K - $7.07K
|
6K
$663K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
62+ 1.31% |
$6.01K - $7.07K
|
4.8K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
60+ 2.14% |
$5.81K - $6.84K
|
2.86K
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
60+ 0.2% |
$5.81K - $6.84K
|
30.3K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
60+ 2.36% |
$5.81K - $6.84K
|
2.6K
$288K
|