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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
37+ 0.51% |
$3.42K - $4.35K
|
7.25K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.78% |
$3.33K - $4.23K
|
4.65K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
35+ 0.11% |
$3.23K - $4.12K
|
33.3K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
35New |
$3.23K - $4.12K
|
35
$3.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
34+ 12.55% |
$3.14K - $4K
|
305
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.64% |
$3.14K - $4K
|
5.34K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33+ 1.22% |
$3.05K - $3.88K
|
2.75K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
32+ 0.29% |
$2.96K - $3.76K
|
11.1K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
32+ 0.94% |
$2.96K - $3.76K
|
3.44K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.61% |
$2.96K - $3.76K
|
5.29K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
31+ 0.51% |
$2.86K - $3.65K
|
6.08K
$661K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
31+ 0.12% |
$2.86K - $3.65K
|
25.6K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 3.17% |
$2.86K - $3.65K
|
1.01K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$2.77K - $3.53K
|
30
$3.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.02% |
$2.77K - $3.53K
|
155K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 3.27% |
$2.77K - $3.53K
|
948
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
27New |
$2.49K - $3.18K
|
27
$2.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26+ 1.03% |
$2.4K - $3.06K
|
2.56K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
26+ 0.45% |
$2.4K - $3.06K
|
5.79K
$629K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 2.34% |
$2.31K - $2.94K
|
1.09K
$119K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.54% |
$2.31K - $2.94K
|
4.64K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
25+ 1.07% |
$2.31K - $2.94K
|
2.35K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 16.45% |
$2.31K - $2.94K
|
177
$19.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.94K
|
7.24K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$2.31K - $2.94K
|
3.68K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24+ 0.09% |
$2.22K - $2.82K
|
26.1K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24+ 2.68% |
$2.22K - $2.82K
|
918
$99.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.71% |
$2.22K - $2.82K
|
3.43K
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$2.22K - $2.82K
|
2.39K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
23+ 0.37% |
$2.12K - $2.7K
|
6.22K
$676K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 2.3% |
$2.12K - $2.7K
|
1.02K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22+ 0.09% |
$2.03K - $2.59K
|
25.2K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.04% |
$1.94K - $2.47K
|
57.5K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
21+ 0.84% |
$1.94K - $2.47K
|
2.51K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 7.0% |
$1.94K - $2.47K
|
321
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
20New |
$1.85K - $2.35K
|
20
$2.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.85K - $2.35K
|
4.24K
$460K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 1.3% |
$1.85K - $2.35K
|
1.56K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 0.79% |
$1.85K - $2.35K
|
2.55K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
19+ 12.18% |
$1.76K - $2.23K
|
175
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
19+ 0.25% |
$1.76K - $2.23K
|
7.71K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
17+ 3.83% |
$1.57K - $2K
|
461
$50.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
17+ 1.27% |
$1.57K - $2K
|
1.36K
$148K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.46% |
$1.48K - $1.88K
|
3.47K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
16New |
$1.48K - $1.88K
|
16
$1.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15New |
$1.39K - $1.76K
|
15
$1.63K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.0% |
$1.29K - $1.65K
|
1.41K
$154K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
14+ 16.28% |
$1.29K - $1.65K
|
100
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13+ 0.61% |
$1.2K - $1.53K
|
2.13K
$232K
|