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, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
5.13K+ 131.14% |
$407K - $493K
|
9.04K
$982K
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$323K - $391K
|
4.07K
$442K
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.51KNew |
$278K - $337K
|
3.51K
$381K
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$267K - $323K
|
3.36K
$365K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.14K+ 175.17% |
$249K - $302K
|
4.93K
$536K
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
3.13KNew |
$248K - $300K
|
3.13K
$340K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.92K+ 19.33% |
$232K - $280K
|
18K
$1.96M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$222K - $269K
|
2.8K
$304K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.78K+ 40.04% |
$221K - $267K
|
9.73K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.76KNew |
$219K - $265K
|
2.76K
$300K
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$294K
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.69K+ 15.97% |
$214K - $259K
|
19.6K
$2.13M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.68KNew |
$212K - $257K
|
2.68K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.63KNew |
$209K - $253K
|
2.63K
$286K
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.63K+ 71.43% |
$208K - $252K
|
6.3K
$685K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.46K+ 4.09% |
$195K - $236K
|
62.6K
$6.8M
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$264K
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$261K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$258K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$257K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$255K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$245K
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$245K
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$159K - $192K
|
2.03M
$221M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 5.97% |
$112K - $136K
|
25.2K
$2.73M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$148K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$96.1K - $116K
|
1.21K
$132K
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.2K+ 38.46% |
$95.2K - $115K
|
4.32K
$469K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$85.9K - $104K
|
1.08K
$118K
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$527K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
700New |
$55.5K - $67.2K
|
700
$76.1K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
662New |
$52.5K - $63.6K
|
662
$71.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
595New |
$47.2K - $57.2K
|
595
$64.7K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
535New |
$42.4K - $51.4K
|
535
$58.1K
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
450New |
$35.7K - $43.2K
|
450
$48.9K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
446New |
$35.4K - $42.8K
|
446
$48.5K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
308New |
$24.4K - $29.6K
|
308
$33.5K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
144+ 0.79% |
$11.4K - $13.8K
|
18.3K
$1.98M
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
124New |
$9.84K - $11.9K
|
124
$13.5K
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.22% |
$9.52K - $11.5K
|
55.9K
$6.07M
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
78+ 3.09% |
$6.19K - $7.49K
|
2.61K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
58New |
$4.6K - $5.57K
|
58
$6.3K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
54New |
$4.28K - $5.19K
|
54
$5.87K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
42+ 0.84% |
$3.33K - $4.03K
|
5.05K
$549K
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
22New |
$1.75K - $2.11K
|
22
$2.39K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17+ 0.01% |
$1.35K - $1.63K
|
216K
$23.4M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 16.67% |
$793 - $961
|
70
$7.61K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 41.67% |
$397 - $480
|
17
$1.85K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4New |
$317 - $384
|
4
$435
|