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 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
742+ 2.32% |
$71.9K - $84.6K
|
32.7K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
736New |
$71.3K - $83.9K
|
736
$88.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
729+ 28.64% |
$70.6K - $83.1K
|
3.27K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
726+ 11.3% |
$70.3K - $82.8K
|
7.15K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
723+ 8.41% |
$70K - $82.4K
|
9.32K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
713New |
$69.1K - $81.3K
|
713
$86K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
703+ 35.2% |
$68.1K - $80.1K
|
2.7K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.76% |
$67.8K - $79.8K
|
26K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
689+ 9.79% |
$66.7K - $78.5K
|
7.72K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
687+ 7.04% |
$66.5K - $78.3K
|
10.4K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
681+ 9.09% |
$66K - $77.6K
|
8.17K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680+ 4.07% |
$65.9K - $77.5K
|
17.4K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.28% |
$65.8K - $77.4K
|
53.6K
$6.47M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
670+ 24.6% |
$64.9K - $76.4K
|
3.39K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
669+ 22.25% |
$64.8K - $76.3K
|
3.68K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
665+ 15.39% |
$64.4K - $75.8K
|
4.99K
$601K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
663+ 9.68% |
$64.2K - $75.6K
|
7.51K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
656+ 1.24% |
$63.5K - $74.8K
|
53.4K
$6.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
648+ 2.87% |
$62.8K - $73.9K
|
23.2K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 4.39% |
$62.7K - $73.8K
|
15.4K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
646+ 18.93% |
$62.6K - $73.6K
|
4.06K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
642+ 9.73% |
$62.2K - $73.2K
|
7.24K
$873K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
642+ 1.91% |
$62.2K - $73.2K
|
34.2K
$4.13M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
635+ 1.03% |
$61.5K - $72.4K
|
62.3K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
634+ 12.41% |
$61.4K - $72.3K
|
5.74K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
630+ 2.01% |
$61K - $71.8K
|
32K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
629+ 4.82% |
$60.9K - $71.7K
|
13.7K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
619+ 2.01% |
$60K - $70.6K
|
31.4K
$3.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
619+ 1.68% |
$60K - $70.6K
|
37.4K
$4.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.94% |
$59.6K - $70.1K
|
65.8K
$7.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
608+ 11.0% |
$58.9K - $69.3K
|
6.13K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 8.66% |
$58.5K - $68.9K
|
7.58K
$914K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
603+ 5.78% |
$58.4K - $68.7K
|
11K
$1.33M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
599New |
$58K - $68.3K
|
599
$72.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
597New |
$57.8K - $68.1K
|
597
$72K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
592+ 3.15% |
$57.3K - $67.5K
|
19.4K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
591New |
$57.3K - $67.4K
|
591
$71.3K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
589+ 7.45% |
$57.1K - $67.1K
|
8.5K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
586+ 3.61% |
$56.8K - $66.8K
|
16.8K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
585+ 5.03% |
$56.7K - $66.7K
|
12.2K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
585+ 1.09% |
$56.7K - $66.7K
|
54.4K
$6.56M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
574+ 6.57% |
$55.6K - $65.4K
|
9.31K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
571+ 18.25% |
$55.3K - $65.1K
|
3.7K
$446K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
568+ 2.76% |
$55K - $64.8K
|
21.2K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
567+ 4.45% |
$54.9K - $64.6K
|
13.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
566+ 0.54% |
$54.8K - $64.5K
|
105K
$12.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
564+ 1.66% |
$54.6K - $64.3K
|
34.6K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
551+ 4.93% |
$53.4K - $62.8K
|
11.7K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
551+ 1.58% |
$53.4K - $62.8K
|
35.4K
$4.26M
|