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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
191+ 4.68% |
$17.6K - $22.5K
|
4.27K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
179New |
$16.5K - $21.1K
|
179
$19.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
178+ 0.89% |
$16.4K - $20.9K
|
20.3K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 2.62% |
$16K - $20.3K
|
6.77K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
172+ 2.33% |
$15.9K - $20.2K
|
7.55K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
160New |
$14.8K - $18.8K
|
160
$17.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
159+ 3.87% |
$14.7K - $18.7K
|
4.26K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
157New |
$14.5K - $18.5K
|
157
$17.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
156+ 1.05% |
$14.4K - $18.3K
|
15K
$1.66M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
151+ 0.84% |
$14K - $17.8K
|
18.2K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 9.15% |
$13.8K - $17.5K
|
1.78K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
147New |
$13.6K - $17.3K
|
147
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$13.2K - $16.8K
|
143
$15.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
131New |
$12.1K - $15.4K
|
131
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
126+ 3.92% |
$11.6K - $14.8K
|
3.34K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
124+ 93.23% |
$11.5K - $14.6K
|
257
$28.4K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
116New |
$10.7K - $13.6K
|
116
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
115New |
$10.6K - $13.5K
|
115
$12.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
114+ 5.33% |
$10.5K - $13.4K
|
2.25K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 3.32% |
$9.24K - $11.8K
|
3.11K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
98+ 2.63% |
$9.05K - $11.5K
|
3.83K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
94+ 1.52% |
$8.68K - $11.1K
|
6.29K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90New |
$8.32K - $10.6K
|
90
$9.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
85+ 0.13% |
$7.85K - $10K
|
68.1K
$7.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
82+ 3.42% |
$7.58K - $9.64K
|
2.48K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
81+ 1.42% |
$7.48K - $9.53K
|
5.78K
$639K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
81+ 3.61% |
$7.48K - $9.53K
|
2.33K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
79+ 2.97% |
$7.3K - $9.29K
|
2.74K
$303K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
77+ 0.91% |
$7.11K - $9.06K
|
8.56K
$945K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
75+ 3.18% |
$6.93K - $8.82K
|
2.43K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
75+ 2.57% |
$6.93K - $8.82K
|
2.99K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
75+ 1.33% |
$6.93K - $8.82K
|
5.72K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
70+ 0.89% |
$6.47K - $8.23K
|
7.91K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 2.84% |
$6.1K - $7.76K
|
2.39K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
64+ 10.65% |
$5.91K - $7.53K
|
665
$73.5K
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
57+ 0.22% |
$5.27K - $6.7K
|
25.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56+ 0.3% |
$5.17K - $6.59K
|
19K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55New |
$5.08K - $6.47K
|
55
$6.08K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
52New |
$4.8K - $6.12K
|
52
$5.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
45New |
$4.16K - $5.29K
|
45
$4.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 43.0% |
$3.97K - $5.06K
|
143
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
40New |
$3.7K - $4.7K
|
40
$4.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40+ 0.84% |
$3.7K - $4.7K
|
4.83K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
39+ 0.46% |
$3.6K - $4.59K
|
8.53K
$942K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
38New |
$3.51K - $4.47K
|
38
$4.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$3.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.64% |
$3.14K - $4K
|
5.34K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.29% |
$2.96K - $3.76K
|
11.1K
$1.22M
|