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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
469+ 7.71% |
$43.3K - $55.2K
|
6.55K
$652K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
467+ 12.35% |
$43.1K - $54.9K
|
4.25K
$422K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
464+ 2.11% |
$42.9K - $54.6K
|
22.4K
$2.23M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
464New |
$42.9K - $54.6K
|
464
$46.1K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
463+ 0.2% |
$42.8K - $54.4K
|
226K
$22.5M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
462+ 6.01% |
$42.7K - $54.3K
|
8.15K
$810K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
454+ 5.9% |
$41.9K - $53.4K
|
8.15K
$810K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
452+ 2.25% |
$41.8K - $53.2K
|
20.5K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
444New |
$41K - $52.2K
|
444
$44.2K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
444+ 2.53% |
$41K - $52.2K
|
18K
$1.79M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
443+ 6.58% |
$40.9K - $52.1K
|
7.17K
$713K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
443New |
$40.9K - $52.1K
|
443
$44.1K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
441+ 13.57% |
$40.7K - $51.9K
|
3.69K
$367K
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
437+ 7.23% |
$40.4K - $51.4K
|
6.48K
$645K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
430+ 1.27% |
$39.7K - $50.6K
|
34.4K
$3.42M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
430+ 4.57% |
$39.7K - $50.6K
|
9.85K
$980K
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
426+ 1.31% |
$39.4K - $50.1K
|
32.9K
$3.27M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
420+ 12.34% |
$38.8K - $49.4K
|
3.82K
$380K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
420New |
$38.8K - $49.4K
|
420
$41.8K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
420+ 3.58% |
$38.8K - $49.4K
|
12.2K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
412+ 0.18% |
$38.1K - $48.5K
|
235K
$23.4M
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
408+ 0.95% |
$37.7K - $48K
|
43.3K
$4.31M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
402New |
$37.1K - $47.3K
|
402
$40K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
401+ 0.88% |
$37K - $47.2K
|
46.1K
$4.58M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$37K - $47K
|
400
$39.8K
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400+ 1111.11% |
$37K - $47K
|
436
$43.4K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
398New |
$36.8K - $46.8K
|
398
$39.6K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 3.67% |
$36.8K - $46.8K
|
11.2K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
397+ 4.07% |
$36.7K - $46.7K
|
10.2K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
391+ 5.04% |
$36.1K - $46K
|
8.15K
$810K
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
BUY
|
- |
389+ 9.59% |
$35.9K - $45.7K
|
4.45K
$442K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
389+ 5.61% |
$35.9K - $45.7K
|
7.32K
$728K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
387+ 11.95% |
$35.8K - $45.5K
|
3.63K
$361K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
386+ 1.28% |
$35.7K - $45.4K
|
30.5K
$3.03M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
384+ 16.28% |
$35.5K - $45.2K
|
2.74K
$273K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
382New |
$35.3K - $44.9K
|
382
$38K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
380+ 17.31% |
$35.1K - $44.7K
|
2.58K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
375+ 6.32% |
$34.6K - $44.1K
|
6.31K
$627K
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
373+ 8.21% |
$34.5K - $43.9K
|
4.92K
$489K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
372+ 1.22% |
$34.4K - $43.7K
|
30.8K
$3.06M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
370+ 0.35% |
$34.2K - $43.5K
|
105K
$10.4M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
370+ 8.92% |
$34.2K - $43.5K
|
4.52K
$449K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
370+ 1.22% |
$34.2K - $43.5K
|
30.6K
$3.05M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
368+ 13.8% |
$34K - $43.3K
|
3.03K
$302K
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
368+ 1.54% |
$34K - $43.3K
|
24.3K
$2.42M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 1.44% |
$33.5K - $42.7K
|
25.5K
$2.54M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
357+ 15.96% |
$33K - $42K
|
2.59K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
356+ 0.29% |
$32.9K - $41.9K
|
124K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
355+ 20.43% |
$32.8K - $41.7K
|
2.09K
$208K
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
353+ 0.92% |
$32.6K - $41.5K
|
38.5K
$3.83M
|