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 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
35+ 0.18% |
$3.39K - $3.99K
|
19.7K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$3.76K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 1.22% |
$3.2K - $3.76K
|
2.73K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
32+ 1.54% |
$3.1K - $3.65K
|
2.12K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
32+ 0.88% |
$3.1K - $3.65K
|
3.65K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 1.22% |
$3K - $3.53K
|
2.57K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31+ 1.34% |
$3K - $3.53K
|
2.35K
$259K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31+ 1.03% |
$3K - $3.53K
|
3.04K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
30+ 1.37% |
$2.91K - $3.42K
|
2.21K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
30+ 0.73% |
$2.91K - $3.42K
|
4.12K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 1.52% |
$2.91K - $3.42K
|
2K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
30+ 1.57% |
$2.91K - $3.42K
|
1.94K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
30+ 0.9% |
$2.91K - $3.42K
|
3.35K
$370K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
29+ 1.3% |
$2.81K - $3.31K
|
2.27K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
28+ 0.19% |
$2.71K - $3.19K
|
14.7K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.81% |
$2.71K - $3.19K
|
3.47K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 5.49% |
$2.71K - $3.19K
|
538
$59.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28+ 175.0% |
$2.71K - $3.19K
|
44
$4.86K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
27+ 0.8% |
$2.62K - $3.08K
|
3.42K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
27+ 207.69% |
$2.62K - $3.08K
|
40
$4.42K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$2.62K - $3.08K
|
9.11K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
27+ 0.87% |
$2.62K - $3.08K
|
3.14K
$346K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
26+ 27.37% |
$2.52K - $2.96K
|
121
$13.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
26+ 0.52% |
$2.52K - $2.96K
|
5.07K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 0.22% |
$2.42K - $2.85K
|
11.3K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25New |
$2.42K - $2.85K
|
25
$2.76K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24+ 1.11% |
$2.32K - $2.74K
|
2.18K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
22+ 0.97% |
$2.13K - $2.51K
|
2.28K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
22+ 0.79% |
$2.13K - $2.51K
|
2.8K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
21+ 0.98% |
$2.03K - $2.39K
|
2.17K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
20+ 0.78% |
$1.94K - $2.28K
|
2.6K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
19+ 0.6% |
$1.84K - $2.17K
|
3.21K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19+ 0.79% |
$1.84K - $2.17K
|
2.41K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 0.25% |
$1.74K - $2.05K
|
7.22K
$798K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18+ 0.55% |
$1.74K - $2.05K
|
3.29K
$364K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
17+ 0.59% |
$1.65K - $1.94K
|
2.9K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.6% |
$1.55K - $1.82K
|
2.69K
$297K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15+ 0.2% |
$1.45K - $1.71K
|
7.44K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.35% |
$1.45K - $1.71K
|
4.35K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14+ 0.39% |
$1.36K - $1.6K
|
3.6K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.58% |
$1.36K - $1.6K
|
2.43K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.46% |
$1.36K - $1.6K
|
3.06K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.43% |
$1.36K - $1.6K
|
3.24K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$1.36K - $1.6K
|
9.79K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.68% |
$1.36K - $1.6K
|
2.08K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.36% |
$1.26K - $1.48K
|
3.59K
$397K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.06% |
$1.26K - $1.48K
|
22.4K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
13+ 0.22% |
$1.26K - $1.48K
|
6.02K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
12+ 0.4% |
$1.16K - $1.37K
|
3.03K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.16K - $1.37K
|
12
$1.33K
|