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 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
153+ 1.29% |
$14.8K - $17.4K
|
12K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
151+ 5.54% |
$14.6K - $17.2K
|
2.88K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
151New |
$14.6K - $17.2K
|
151
$18.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
151+ 4.98% |
$14.6K - $17.2K
|
3.19K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 3.39% |
$14.5K - $17.1K
|
4.58K
$552K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
150+ 6.19% |
$14.5K - $17.1K
|
2.57K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
148+ 2.62% |
$14.3K - $16.9K
|
5.8K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147New |
$14.2K - $16.8K
|
147
$17.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
147+ 4.28% |
$14.2K - $16.8K
|
3.58K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
145+ 6.72% |
$14K - $16.5K
|
2.3K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
143+ 14.06% |
$13.9K - $16.3K
|
1.16K
$140K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 2.49% |
$13.8K - $16.2K
|
5.85K
$706K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
142+ 4.81% |
$13.8K - $16.2K
|
3.09K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
139New |
$13.5K - $15.8K
|
139
$16.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.66% |
$13.5K - $15.8K
|
21.2K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
138+ 3.76% |
$13.4K - $15.7K
|
3.81K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
137+ 2.0% |
$13.3K - $15.6K
|
6.98K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
137+ 4.02% |
$13.3K - $15.6K
|
3.55K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
137+ 0.3% |
$13.3K - $15.6K
|
45.4K
$5.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
137+ 2.16% |
$13.3K - $15.6K
|
6.49K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
136+ 7.15% |
$13.2K - $15.5K
|
2.04K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134+ 0.13% |
$13K - $15.3K
|
101K
$12.2M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
132+ 3.45% |
$12.8K - $15K
|
3.96K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 0.19% |
$12.8K - $15K
|
71.2K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
132+ 3.5% |
$12.8K - $15K
|
3.91K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
130+ 0.52% |
$12.6K - $14.8K
|
25.4K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129+ 0.32% |
$12.5K - $14.7K
|
40.7K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
128+ 2.23% |
$12.4K - $14.6K
|
5.87K
$708K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
127+ 1058.33% |
$12.3K - $14.5K
|
139
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
125+ 0.02% |
$12.1K - $14.3K
|
830K
$100M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
124+ 4.07% |
$12K - $14.1K
|
3.17K
$383K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
124+ 0.66% |
$12K - $14.1K
|
18.9K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
123+ 0.25% |
$11.9K - $14K
|
48.4K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.87% |
$11.9K - $14K
|
14.2K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
120+ 0.12% |
$11.6K - $13.7K
|
98K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
119+ 4.38% |
$11.5K - $13.6K
|
2.84K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
119+ 3.99% |
$11.5K - $13.6K
|
3.1K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
118+ 4.47% |
$11.4K - $13.5K
|
2.76K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 22.52% |
$11.2K - $13.2K
|
631
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
113+ 3.37% |
$10.9K - $12.9K
|
3.47K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
113+ 0.72% |
$10.9K - $12.9K
|
15.9K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113+ 0.43% |
$10.9K - $12.9K
|
26.1K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 2.94% |
$10.8K - $12.7K
|
3.88K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.15% |
$10.7K - $12.5K
|
5.22K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
110+ 1.53% |
$10.7K - $12.5K
|
7.28K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
108+ 2.21% |
$10.5K - $12.3K
|
4.99K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
105+ 1.9% |
$10.2K - $12K
|
5.63K
$679K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.29% |
$10.2K - $12K
|
36.7K
$4.42M
|