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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
804New |
$74.3K - $94.6K
|
804
$80K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
801+ 9.47% |
$74K - $94.2K
|
9.26K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
800New |
$73.9K - $94.1K
|
800
$79.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
800New |
$73.9K - $94.1K
|
800
$79.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
795+ 8.24% |
$73.5K - $93.5K
|
10.4K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
788+ 5.65% |
$72.8K - $92.7K
|
14.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
785+ 6.01% |
$72.5K - $92.3K
|
13.8K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
780+ 15.65% |
$72.1K - $91.7K
|
5.77K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
778+ 5.97% |
$71.9K - $91.5K
|
13.8K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
774+ 14.03% |
$71.5K - $91K
|
6.29K
$626K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
769+ 34.36% |
$71K - $90.4K
|
3.01K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
760+ 32.48% |
$70.2K - $89.4K
|
3.1K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
750+ 2.66% |
$69.3K - $88.2K
|
29K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
750+ 10.38% |
$69.3K - $88.2K
|
7.98K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
745+ 3.72% |
$68.8K - $87.6K
|
20.8K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
736+ 2.52% |
$68K - $86.6K
|
30K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
735New |
$67.9K - $86.4K
|
735
$73.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$72.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
727+ 5.04% |
$67.2K - $85.5K
|
15.2K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
710+ 4.56% |
$65.6K - $83.5K
|
16.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
708+ 0.49% |
$65.4K - $83.3K
|
147K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
700+ 93.21% |
$64.7K - $82.3K
|
1.45K
$144K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
700+ 14.68% |
$64.7K - $82.3K
|
5.47K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
690New |
$63.7K - $81.1K
|
690
$68.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
687+ 10.38% |
$63.5K - $80.8K
|
7.31K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
687+ 8.87% |
$63.5K - $80.8K
|
8.44K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
681+ 6.31% |
$62.9K - $80.1K
|
11.5K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
675+ 4.76% |
$62.4K - $79.4K
|
14.8K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
669+ 13.28% |
$61.8K - $78.7K
|
5.71K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
669+ 6.07% |
$61.8K - $78.7K
|
11.7K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
667+ 1.76% |
$61.6K - $78.4K
|
38.6K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
663+ 1.32% |
$61.3K - $78K
|
51K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
662+ 0.5% |
$61.2K - $77.9K
|
132K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
662+ 16550.0% |
$61.2K - $77.9K
|
666
$66.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
650New |
$60.1K - $76.4K
|
650
$64.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
646+ 12.28% |
$59.7K - $76K
|
5.91K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 10.12% |
$59.6K - $75.9K
|
7.02K
$698K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
643New |
$59.4K - $75.6K
|
643
$64K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
643+ 1.25% |
$59.4K - $75.6K
|
52.1K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
639+ 0.46% |
$59K - $75.1K
|
140K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
638+ 9.61% |
$58.9K - $75K
|
7.28K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
635+ 3.07% |
$58.7K - $74.7K
|
21.3K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
634+ 1.68% |
$58.6K - $74.6K
|
38.3K
$3.81M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
631+ 11.74% |
$58.3K - $74.2K
|
6.01K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
631+ 0.5% |
$58.3K - $74.2K
|
127K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
628+ 4.66% |
$58K - $73.9K
|
14.1K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
626+ 21.94% |
$57.8K - $73.6K
|
3.48K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
622+ 2.45% |
$57.5K - $73.1K
|
26K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
618+ 4.99% |
$57.1K - $72.7K
|
13K
$1.29M
|