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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$205K - $254K
|
2.06K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.03KNew |
$201K - $249K
|
2.03K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.82K+ 32.04% |
$181K - $224K
|
7.51K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1.72KNew |
$171K - $211K
|
1.72K
$187K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.4K+ 8.14% |
$139K - $172K
|
18.6K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15K+ 2.81% |
$114K - $141K
|
42.1K
$4.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.13KNew |
$112K - $139K
|
1.13K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 6.03% |
$99.3K - $123K
|
17.6K
$1.91M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
985+ 56.64% |
$97.8K - $121K
|
2.72K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
822New |
$81.6K - $101K
|
822
$89.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
654+ 1.27% |
$64.9K - $80.3K
|
52.3K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$59.6K - $73.7K
|
600
$65.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
473New |
$47K - $58.1K
|
473
$51.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
469+ 22.28% |
$46.6K - $57.6K
|
2.57K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
450+ 23.32% |
$44.7K - $55.3K
|
2.38K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
431+ 1.71% |
$42.8K - $52.9K
|
25.7K
$2.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
410New |
$40.7K - $50.4K
|
410
$44.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400+ 20.0% |
$39.7K - $49.1K
|
2.4K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 148.66% |
$33.1K - $40.9K
|
557
$60.5K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
321New |
$31.9K - $39.4K
|
321
$34.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
300+ 2.65% |
$29.8K - $36.8K
|
11.6K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
299+ 1.82% |
$29.7K - $36.7K
|
16.7K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
268+ 6.45% |
$26.6K - $32.9K
|
4.43K
$481K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
266+ 14.17% |
$26.4K - $32.7K
|
2.14K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
235+ 3.15% |
$23.3K - $28.9K
|
7.69K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
190+ 9.25% |
$18.9K - $23.3K
|
2.24K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
185New |
$18.4K - $22.7K
|
185
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
179+ 6.91% |
$17.8K - $22K
|
2.77K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$16.5K - $20.4K
|
166
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
164New |
$16.3K - $20.1K
|
164
$17.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
150+ 6.71% |
$14.9K - $18.4K
|
2.38K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
150+ 40.87% |
$14.9K - $18.4K
|
517
$56.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$14K - $17.3K
|
141
$15.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
135+ 4.29% |
$13.4K - $16.6K
|
3.28K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
124New |
$12.3K - $15.2K
|
124
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$9.93K - $12.3K
|
900
$97.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
94New |
$9.33K - $11.5K
|
94
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
86+ 1.27% |
$8.54K - $10.6K
|
6.84K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
77+ 3.4% |
$7.65K - $9.46K
|
2.34K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
63+ 0.18% |
$6.26K - $7.74K
|
34.9K
$3.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50+ 5.09% |
$4.96K - $6.14K
|
1.03K
$112K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37+ 1.47% |
$3.67K - $4.54K
|
2.55K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
31+ 1.33% |
$3.08K - $3.81K
|
2.37K
$257K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.17K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18+ 0.48% |
$1.79K - $2.21K
|
3.74K
$406K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$1.39K - $1.72K
|
14
$1.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
11+ 11.0% |
$1.09K - $1.35K
|
111
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$993 - $1.23K
|
10
$1.09K
|