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 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.12K+ 3.63% |
$109K - $128K
|
32.1K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$122K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.11K+ 9.88% |
$107K - $126K
|
12.3K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 26.34% |
$107K - $126K
|
5.29K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 56.17% |
$107K - $126K
|
3.06K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$105K - $124K
|
1.09K
$120K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 10.98% |
$102K - $120K
|
10.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.05K+ 43.47% |
$102K - $120K
|
3.47K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 1.27% |
$100K - $118K
|
83K
$9.17M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 3.12% |
$99.9K - $118K
|
34K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.03K+ 1.96% |
$99.7K - $117K
|
53.6K
$5.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 0.57% |
$98.1K - $115K
|
179K
$19.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 12.7% |
$97.8K - $115K
|
8.96K
$990K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$97.5K - $115K
|
1.01K
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1K+ 26.69% |
$97K - $114K
|
4.75K
$525K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1K+ 0.54% |
$96.9K - $114K
|
185K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
983New |
$95.2K - $112K
|
983
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 12.55% |
$94.6K - $111K
|
8.76K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
976+ 6.71% |
$94.5K - $111K
|
15.5K
$1.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
964+ 5.65% |
$93.4K - $110K
|
18K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
963+ 35.46% |
$93.3K - $110K
|
3.68K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
955+ 35.15% |
$92.5K - $109K
|
3.67K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
940+ 4.84% |
$91.1K - $107K
|
20.4K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
931+ 83.35% |
$90.2K - $106K
|
2.05K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
912+ 13.68% |
$88.3K - $104K
|
7.58K
$837K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
905+ 7.54% |
$87.7K - $103K
|
12.9K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$98.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
887+ 3.84% |
$85.9K - $101K
|
24K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
880+ 3.87% |
$85.2K - $100K
|
23.6K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
879+ 6.18% |
$85.1K - $100K
|
15.1K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 25.51% |
$85.1K - $100K
|
4.33K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
873+ 39.88% |
$84.6K - $99.5K
|
3.06K
$338K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
872+ 67.75% |
$84.5K - $99.4K
|
2.16K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
869+ 7.05% |
$84.2K - $99.1K
|
13.2K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
859+ 2.66% |
$83.2K - $97.9K
|
33.2K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
855+ 10.14% |
$82.8K - $97.5K
|
9.29K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
842+ 4.66% |
$81.6K - $96K
|
18.9K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
833+ 3.6% |
$80.7K - $95K
|
24K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
827+ 2.18% |
$80.1K - $94.3K
|
38.7K
$4.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
827+ 3.88% |
$80.1K - $94.3K
|
22.2K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
825+ 1.82% |
$79.9K - $94.1K
|
46.3K
$5.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
815+ 6.42% |
$78.9K - $92.9K
|
13.5K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
813+ 16.62% |
$78.8K - $92.7K
|
5.71K
$630K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
797+ 5.38% |
$77.2K - $90.9K
|
15.6K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
792+ 17.69% |
$76.7K - $90.3K
|
5.27K
$582K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
791+ 9.88% |
$76.6K - $90.2K
|
8.8K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
788+ 1.27% |
$76.3K - $89.8K
|
63K
$6.96M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
777+ 1.19% |
$75.3K - $88.6K
|
65.9K
$7.28M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
742+ 2.32% |
$71.9K - $84.6K
|
32.7K
$3.62M
|