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 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
59+ 1.39% |
$5.72K - $6.73K
|
4.31K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$19.9K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
58+ 0.66% |
$5.62K - $6.61K
|
8.79K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
58+ 0.08% |
$5.62K - $6.61K
|
76.4K
$9.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 1.62% |
$5.62K - $6.61K
|
3.63K
$436K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
57+ 21.92% |
$5.52K - $6.5K
|
317
$38K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
56+ 1.45% |
$5.42K - $6.38K
|
3.93K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
56+ 2.08% |
$5.42K - $6.38K
|
2.74K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
56+ 2.23% |
$5.42K - $6.38K
|
2.57K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
53+ 0.41% |
$5.13K - $6.04K
|
13.1K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53+ 0.28% |
$5.13K - $6.04K
|
18.8K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
52+ 2.55% |
$5.04K - $5.93K
|
2.09K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
52+ 0.46% |
$5.04K - $5.93K
|
11.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
51+ 2.53% |
$4.94K - $5.81K
|
2.07K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
51+ 0.45% |
$4.94K - $5.81K
|
11.3K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$4.94K - $5.81K
|
38.3K
$4.6M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
50New |
$4.84K - $5.7K
|
50
$6K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 8.98% |
$4.84K - $5.7K
|
607
$72.8K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
50+ 1.09% |
$4.84K - $5.7K
|
4.65K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.4% |
$4.84K - $5.7K
|
2.14K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.65% |
$4.75K - $5.59K
|
3.02K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 3.87% |
$4.75K - $5.59K
|
1.31K
$158K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49New |
$4.75K - $5.59K
|
49
$5.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
49+ 0.22% |
$4.75K - $5.59K
|
22.5K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
48+ 2.25% |
$4.65K - $5.47K
|
2.18K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 2.04% |
$4.65K - $5.47K
|
2.4K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
48+ 3.43% |
$4.65K - $5.47K
|
1.45K
$173K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
47+ 0.65% |
$4.55K - $5.36K
|
7.23K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47+ 0.81% |
$4.55K - $5.36K
|
5.88K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
46+ 1.28% |
$4.46K - $5.24K
|
3.65K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
46+ 0.84% |
$4.46K - $5.24K
|
5.49K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
44+ 1.76% |
$4.26K - $5.02K
|
2.54K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
44+ 1.64% |
$4.26K - $5.02K
|
2.72K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.66% |
$4.26K - $5.02K
|
6.74K
$808K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 8.14% |
$4.07K - $4.79K
|
558
$66.9K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 0.55% |
$3.97K - $4.67K
|
7.55K
$906K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$3.87K - $4.56K
|
40
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.6% |
$3.78K - $4.45K
|
6.52K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
39+ 1.57% |
$3.78K - $4.45K
|
2.52K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.73% |
$3.78K - $4.45K
|
5.38K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 4.67% |
$3.68K - $4.33K
|
852
$102K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
37+ 0.25% |
$3.58K - $4.22K
|
15.1K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37+ 10.51% |
$3.58K - $4.22K
|
389
$46.7K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
36New |
$3.49K - $4.1K
|
36
$4.32K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 10.94% |
$3.49K - $4.1K
|
365
$43.8K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
36+ 0.73% |
$3.49K - $4.1K
|
4.95K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
36+ 0.61% |
$3.49K - $4.1K
|
5.95K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
35+ 0.91% |
$3.39K - $3.99K
|
3.89K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
35+ 2.39% |
$3.39K - $3.99K
|
1.5K
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
35+ 1.72% |
$3.39K - $3.99K
|
2.07K
$249K
|