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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 0.93% |
$4.15K - $4.59K
|
4.01K
$424K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
36+ 1.29% |
$4.04K - $4.46K
|
2.82K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
36+ 0.15% |
$4.04K - $4.46K
|
23.9K
$2.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
35+ 0.5% |
$3.93K - $4.34K
|
7.01K
$740K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
34+ 0.98% |
$3.82K - $4.22K
|
3.5K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
34+ 0.48% |
$3.82K - $4.22K
|
7.11K
$751K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$3.7K - $4.09K
|
33
$3.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30+ 1.65% |
$3.37K - $3.72K
|
1.85K
$196K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
29+ 0.96% |
$3.26K - $3.6K
|
3.04K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
28+ 1.26% |
$3.14K - $3.47K
|
2.25K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
28+ 0.2% |
$3.14K - $3.47K
|
13.9K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
28+ 0.8% |
$3.14K - $3.47K
|
3.53K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27+ 0.02% |
$3.03K - $3.35K
|
140K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
27+ 1.04% |
$3.03K - $3.35K
|
2.62K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
27+ 6.07% |
$3.03K - $3.35K
|
472
$49.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
26+ 1.32% |
$2.92K - $3.22K
|
1.99K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
23New |
$2.58K - $2.85K
|
23
$2.43K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
23+ 0.33% |
$2.58K - $2.85K
|
6.89K
$728K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
23+ 0.28% |
$2.58K - $2.85K
|
8.28K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
22+ 0.86% |
$2.47K - $2.73K
|
2.58K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
20New |
$2.25K - $2.48K
|
20
$2.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
20+ 0.49% |
$2.25K - $2.48K
|
4.08K
$431K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.22% |
$2.13K - $2.36K
|
8.53K
$902K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
19+ 0.86% |
$2.13K - $2.36K
|
2.23K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
BUY
|
- |
18+ 2.07% |
$2.02K - $2.23K
|
887
$93.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
18+ 0.54% |
$2.02K - $2.23K
|
3.38K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
18+ 0.63% |
$2.02K - $2.23K
|
2.89K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
18+ 0.92% |
$2.02K - $2.23K
|
1.97K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
18+ 1.04% |
$2.02K - $2.23K
|
1.75K
$185K
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
17+ 0.89% |
$1.91K - $2.11K
|
1.92K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16+ 39.02% |
$1.8K - $1.98K
|
57
$6.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.66% |
$1.68K - $1.86K
|
2.29K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
15+ 0.76% |
$1.68K - $1.86K
|
1.99K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14+ 0.45% |
$1.57K - $1.74K
|
3.14K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.08% |
$1.57K - $1.74K
|
16.7K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$1.57K - $1.74K
|
4.72K
$499K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
14+ 0.11% |
$1.57K - $1.74K
|
12.2K
$1.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
14+ 0.04% |
$1.57K - $1.74K
|
34K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
13+ 0.3% |
$1.46K - $1.61K
|
4.4K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
13+ 0.47% |
$1.46K - $1.61K
|
2.77K
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.42% |
$1.46K - $1.61K
|
3.07K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
12+ 0.25% |
$1.35K - $1.49K
|
4.74K
$501K
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
12+ 0.41% |
$1.35K - $1.49K
|
2.91K
$307K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$1.35K - $1.49K
|
3.98K
$421K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.08% |
$1.23K - $1.36K
|
14.2K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.23K - $1.36K
|
2.81K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 3.46% |
$1.23K - $1.36K
|
329
$34.8K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
11New |
$1.23K - $1.36K
|
11
$1.16K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
11+ 0.57% |
$1.23K - $1.36K
|
1.95K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
10New |
$1.12K - $1.24K
|
10
$1.06K
|
|