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 |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
193+ 3.87% |
$15.8K - $23.9K
|
5.18K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
188+ 19.38% |
$15.4K - $23.3K
|
1.16K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
179+ 4.47% |
$14.6K - $22.2K
|
4.18K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
172+ 30.28% |
$14.1K - $21.3K
|
740
$78.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
166+ 0.67% |
$13.6K - $20.6K
|
24.9K
$2.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163New |
$13.3K - $20.2K
|
163
$17.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
157New |
$12.8K - $19.5K
|
157
$16.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 2.79% |
$12.8K - $19.5K
|
5.79K
$612K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
152+ 1.4% |
$12.4K - $18.8K
|
11K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
151+ 42.18% |
$12.3K - $18.7K
|
509
$53.8K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
142+ 6.7% |
$11.6K - $17.6K
|
2.26K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
133New |
$10.9K - $16.5K
|
133
$14.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
132+ 26.4% |
$10.8K - $16.4K
|
632
$66.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
125New |
$10.2K - $15.5K
|
125
$13.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
125+ 0.85% |
$10.2K - $15.5K
|
14.8K
$1.57M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
124New |
$10.1K - $15.4K
|
124
$13.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
116New |
$9.48K - $14.4K
|
116
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
PUT |
100New |
$8.17K - $12.4K
|
100
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 4.52% |
$8.17K - $12.4K
|
2.31K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$8.17K - $12.4K
|
900
$95.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
100+ 33.33% |
$8.17K - $12.4K
|
400
$42.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
95+ 2.13% |
$7.76K - $11.8K
|
4.57K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
87New |
$7.11K - $10.8K
|
87
$9.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
87+ 1.02% |
$7.11K - $10.8K
|
8.59K
$907K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
75+ 2.91% |
$6.13K - $9.3K
|
2.65K
$280K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
73New |
$5.97K - $9.05K
|
73
$7.72K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
46+ 4.09% |
$3.76K - $5.7K
|
1.17K
$124K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44+ 0.19% |
$3.6K - $5.46K
|
22.8K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
41+ 0.96% |
$3.35K - $5.08K
|
4.31K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
41+ 1.73% |
$3.35K - $5.08K
|
2.41K
$255K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
40+ 0.33% |
$3.27K - $4.96K
|
12.2K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$3.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30+ 46.88% |
$2.45K - $3.72K
|
94
$9.93K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29+ 1.94% |
$2.37K - $3.6K
|
1.53K
$161K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
28+ 1.01% |
$2.29K - $3.47K
|
2.8K
$296K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 0.84% |
$2.04K - $3.1K
|
3.01K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25+ 49.02% |
$2.04K - $3.1K
|
76
$8.03K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
25+ 0.66% |
$2.04K - $3.1K
|
3.79K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.75% |
$1.72K - $2.6K
|
2.83K
$299K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
20+ 0.33% |
$1.63K - $2.48K
|
5.99K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$1.47K - $2.23K
|
18
$1.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
17+ 0.44% |
$1.39K - $2.11K
|
3.85K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.39K - $2.11K
|
2.58K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 0.95% |
$1.39K - $2.11K
|
1.81K
$191K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16+ 0.54% |
$1.31K - $1.98K
|
3K
$317K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
15+ 0.1% |
$1.23K - $1.86K
|
15.7K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14New |
$1.14K - $1.74K
|
14
$1.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13+ 2.4% |
$1.06K - $1.61K
|
555
$58.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
12+ 8.16% |
$981 - $1.49K
|
159
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 28.13% |
$735 - $1.12K
|
41
$4.33K
|
|