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
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.62% |
$1.07K - $1.25K
|
1.79K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.4% |
$969 - $1.14K
|
2.52K
$302K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10+ 0.53% |
$969 - $1.14K
|
1.89K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.27% |
$969 - $1.14K
|
3.67K
$440K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10+ 0.37% |
$969 - $1.14K
|
2.73K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$969 - $1.14K
|
10
$1.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
10+ 0.45% |
$969 - $1.14K
|
2.21K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$872 - $1.03K
|
4.73K
$567K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9+ 0.09% |
$872 - $1.03K
|
9.68K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.35% |
$872 - $1.03K
|
2.56K
$307K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.01% |
$775 - $912
|
95.5K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
8+ 0.05% |
$775 - $912
|
16.3K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.33% |
$775 - $912
|
2.4K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8+ 0.11% |
$775 - $912
|
7.02K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.29% |
$775 - $912
|
2.79K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.16% |
$775 - $912
|
4.86K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8+ 0.36% |
$775 - $912
|
2.26K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.26% |
$775 - $912
|
3.14K
$377K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$775 - $912
|
22.8K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
7+ 9.59% |
$678 - $798
|
80
$9.6K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.83K
$340K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 6.54% |
$678 - $798
|
114
$13.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.76K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$678 - $798
|
1.44K
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$766K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 15.91% |
$678 - $798
|
51
$6.12K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.11% |
$581 - $684
|
5.29K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.26% |
$581 - $684
|
2.28K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6+ 1.38% |
$581 - $684
|
442
$53K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$581 - $684
|
4.59K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.2% |
$581 - $684
|
2.96K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.16% |
$581 - $684
|
3.83K
$460K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.1% |
$484 - $570
|
4.9K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.22% |
$484 - $570
|
2.31K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
5New |
$484 - $570
|
5
$600
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 2.7% |
$484 - $570
|
190
$22.8K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$484 - $570
|
1.1K
$132K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.24% |
$484 - $570
|
2.11K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$484 - $570
|
1.61K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.48% |
$484 - $570
|
1.06K
$127K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.22% |
$484 - $570
|
2.28K
$273K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 0.76% |
$484 - $570
|
662
$79.4K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.01% |
$387 - $456
|
31.9K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.49% |
$387 - $456
|
815
$97.8K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.14% |
$387 - $456
|
2.88K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.04% |
$387 - $456
|
10.5K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
4+ 0.15% |
$387 - $456
|
2.6K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.11% |
$387 - $456
|
3.59K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$387 - $456
|
2.12K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.05% |
$291 - $342
|
5.59K
$670K
|