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 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
614+ 4.88% |
$56.7K - $72.2K
|
13.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
612+ 11.25% |
$56.5K - $72K
|
6.05K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
611+ 0.58% |
$56.5K - $71.9K
|
106K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
605New |
$55.9K - $71.1K
|
605
$60.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
602+ 5.48% |
$55.6K - $70.8K
|
11.6K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
601+ 7.14% |
$55.5K - $70.7K
|
9.02K
$897K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
597+ 0.6% |
$55.2K - $70.2K
|
101K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
596+ 2.03% |
$55.1K - $70.1K
|
30K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
595+ 0.51% |
$55K - $70K
|
117K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
587+ 7.71% |
$54.2K - $69K
|
8.2K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
584+ 5.29% |
$54K - $68.7K
|
11.6K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
579New |
$53.5K - $68.1K
|
579
$57.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
575+ 3.41% |
$53.1K - $67.6K
|
17.4K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
573+ 4.2% |
$52.9K - $67.4K
|
14.2K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
566+ 2.01% |
$52.3K - $66.6K
|
28.7K
$2.86M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
555+ 3.92% |
$51.3K - $65.3K
|
14.7K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
551+ 29.72% |
$50.9K - $64.8K
|
2.41K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
550+ 7.93% |
$50.8K - $64.7K
|
7.49K
$745K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
550New |
$50.8K - $64.7K
|
550
$54.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 29.75% |
$50.8K - $64.7K
|
2.4K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
546+ 21.53% |
$50.4K - $64.2K
|
3.08K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
543+ 1.59% |
$50.2K - $63.9K
|
34.7K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
542+ 12.93% |
$50.1K - $63.7K
|
4.74K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
541+ 13.29% |
$50K - $63.6K
|
4.61K
$459K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
541+ 6.94% |
$50K - $63.6K
|
8.34K
$829K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
538+ 0.75% |
$49.7K - $63.3K
|
72.6K
$7.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
536+ 21.33% |
$49.5K - $63K
|
3.05K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
534New |
$49.3K - $62.8K
|
534
$53.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
529+ 0.06% |
$48.9K - $62.2K
|
846K
$84.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
526+ 0.84% |
$48.6K - $61.9K
|
63K
$6.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.17% |
$48.5K - $61.7K
|
45.6K
$4.53M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
523+ 4.49% |
$48.3K - $61.5K
|
12.2K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
515New |
$47.6K - $60.6K
|
515
$51.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
515+ 1.82% |
$47.6K - $60.6K
|
28.7K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
515+ 16.32% |
$47.6K - $60.6K
|
3.67K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
513+ 2.27% |
$47.4K - $60.3K
|
23.1K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
510+ 5.89% |
$47.1K - $60K
|
9.18K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
507+ 0.84% |
$46.8K - $59.6K
|
60.8K
$6.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 7.25% |
$46.2K - $58.8K
|
7.4K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
500+ 25.0% |
$46.2K - $58.8K
|
2.5K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$49.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
500New |
$46.2K - $58.8K
|
500
$49.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
498+ 20.77% |
$46K - $58.6K
|
2.9K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
496+ 7.86% |
$45.8K - $58.3K
|
6.81K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
488+ 5.27% |
$45.1K - $57.4K
|
9.76K
$970K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
488+ 10.36% |
$45.1K - $57.4K
|
5.2K
$517K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
488+ 4.48% |
$45.1K - $57.4K
|
11.4K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
481+ 11.73% |
$44.4K - $56.6K
|
4.58K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
475New |
$43.9K - $55.9K
|
475
$47.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
471+ 2.96% |
$43.5K - $55.4K
|
16.4K
$1.63M
|