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 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
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
59+ 1.69% |
$5.72K - $6.73K
|
3.55K
$392K
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
59+ 1.39% |
$5.72K - $6.73K
|
4.31K
$476K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$18.3K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
58+ 0.66% |
$5.62K - $6.61K
|
8.79K
$971K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
58+ 0.08% |
$5.62K - $6.61K
|
76.4K
$8.44M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 1.62% |
$5.62K - $6.61K
|
3.63K
$401K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
56+ 1.45% |
$5.42K - $6.38K
|
3.93K
$434K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
56+ 2.08% |
$5.42K - $6.38K
|
2.74K
$303K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
56+ 2.23% |
$5.42K - $6.38K
|
2.57K
$284K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 7.2% |
$5.33K - $6.27K
|
819
$90.5K
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$5.23K - $6.16K
|
2.48K
$273K
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
54+ 0.72% |
$5.23K - $6.16K
|
7.57K
$836K
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
53+ 0.41% |
$5.13K - $6.04K
|
13.1K
$1.44M
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53+ 0.28% |
$5.13K - $6.04K
|
18.8K
$2.07M
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
52+ 2.55% |
$5.04K - $5.93K
|
2.09K
$231K
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
52+ 0.46% |
$5.04K - $5.93K
|
11.3K
$1.25M
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
52+ 0.6% |
$5.04K - $5.93K
|
8.73K
$964K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
51+ 2.53% |
$4.94K - $5.81K
|
2.07K
$228K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
51+ 0.45% |
$4.94K - $5.81K
|
11.3K
$1.25M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$4.94K - $5.81K
|
38.3K
$4.24M
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
51+ 0.67% |
$4.94K - $5.81K
|
7.69K
$850K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
50New |
$4.84K - $5.7K
|
50
$5.52K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 8.98% |
$4.84K - $5.7K
|
607
$67.1K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
50+ 1.09% |
$4.84K - $5.7K
|
4.65K
$514K
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.4% |
$4.84K - $5.7K
|
2.14K
$236K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.65% |
$4.75K - $5.59K
|
3.02K
$334K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 3.87% |
$4.75K - $5.59K
|
1.31K
$145K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49New |
$4.75K - $5.59K
|
49
$5.41K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
49+ 0.22% |
$4.75K - $5.59K
|
22.5K
$2.48M
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
49+ 2.12% |
$4.75K - $5.59K
|
2.36K
$260K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
48+ 2.25% |
$4.65K - $5.47K
|
2.18K
$241K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 2.04% |
$4.65K - $5.47K
|
2.4K
$265K
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
48+ 3.43% |
$4.65K - $5.47K
|
1.45K
$160K
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47+ 0.81% |
$4.55K - $5.36K
|
5.88K
$650K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
46+ 1.28% |
$4.46K - $5.24K
|
3.65K
$404K
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
46+ 0.84% |
$4.46K - $5.24K
|
5.49K
$607K
|