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
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
12+ 0.3% |
$1.16K - $1.37K
|
4.01K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.62% |
$1.07K - $1.25K
|
1.79K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$969 - $1.14K
|
2.52K
$279K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10+ 0.53% |
$969 - $1.14K
|
1.89K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.27% |
$969 - $1.14K
|
3.67K
$405K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10+ 0.37% |
$969 - $1.14K
|
2.73K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$969 - $1.14K
|
10
$1.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
10+ 0.45% |
$969 - $1.14K
|
2.21K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.29% |
$969 - $1.14K
|
3.44K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10+ 0.07% |
$969 - $1.14K
|
13.5K
$1.49M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 0.09% |
$969 - $1.14K
|
11.3K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$872 - $1.03K
|
4.73K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$872 - $1.03K
|
9.68K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.35% |
$872 - $1.03K
|
2.56K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
8+ 0.05% |
$775 - $912
|
16.3K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.33% |
$775 - $912
|
2.4K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8+ 0.11% |
$775 - $912
|
7.02K
$775K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.29% |
$775 - $912
|
2.79K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.16% |
$775 - $912
|
4.86K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8+ 0.36% |
$775 - $912
|
2.26K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.26% |
$775 - $912
|
3.14K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$775 - $912
|
22.8K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
8+ 0.31% |
$775 - $912
|
2.62K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
7+ 9.59% |
$678 - $798
|
80
$8.84K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.83K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 6.54% |
$678 - $798
|
114
$12.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.76K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$678 - $798
|
1.44K
$159K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
7+ 0.19% |
$678 - $798
|
3.62K
$400K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 15.91% |
$678 - $798
|
51
$5.63K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6+ 1.38% |
$581 - $684
|
442
$48.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$581 - $684
|
4.59K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$581 - $684
|
2.47K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.2% |
$581 - $684
|
2.96K
$327K
|