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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$89.9K - $104K
|
1.05K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.04K+ 48.6% |
$89K - $103K
|
3.18K
$353K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 20.63% |
$88.7K - $102K
|
6.06K
$671K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 21.42% |
$86.7K - $99.9K
|
5.74K
$637K
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.01K+ 15.35% |
$86.7K - $99.9K
|
7.61K
$844K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 4.83% |
$86.6K - $99.8K
|
22K
$2.44M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.01K+ 4.16% |
$86.4K - $99.5K
|
25.3K
$2.8M
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
1KNew |
$85.6K - $98.6K
|
1K
$111K
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1K+ 6.56% |
$85.6K - $98.6K
|
16.3K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
996+ 3.21% |
$85.3K - $98.2K
|
32K
$3.54M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
996+ 3.21% |
$85.3K - $98.2K
|
32K
$3.55M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
992+ 15.47% |
$84.9K - $97.8K
|
7.4K
$821K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
992+ 0.04% |
$84.9K - $97.8K
|
2.3M
$255M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
975+ 7.66% |
$83.5K - $96.1K
|
13.7K
$1.52M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.44M
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
948+ 12.28% |
$81.1K - $93.5K
|
8.67K
$961K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$6.66M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
861+ 6.91% |
$73.7K - $84.9K
|
13.3K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
841+ 18.64% |
$72K - $82.9K
|
5.35K
$593K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
840+ 43.19% |
$71.9K - $82.8K
|
2.79K
$309K
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
820+ 1.59% |
$70.2K - $80.9K
|
52.5K
$5.82M
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
806+ 8.55% |
$69K - $79.5K
|
10.2K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
803+ 15.65% |
$68.7K - $79.2K
|
5.94K
$658K
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$68.5K - $78.9K
|
800
$88.7K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
787+ 3.33% |
$67.4K - $77.6K
|
24.4K
$2.71M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
758+ 5.93% |
$64.9K - $74.7K
|
13.5K
$1.5M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
754+ 6.49% |
$64.5K - $74.4K
|
12.4K
$1.37M
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
751+ 1.47% |
$64.3K - $74.1K
|
52K
$5.77M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
747New |
$63.9K - $73.7K
|
747
$82.8K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
732New |
$62.7K - $72.2K
|
732
$81.1K
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
731+ 0.42% |
$62.6K - $72.1K
|
177K
$19.6M
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
718+ 38.33% |
$61.5K - $70.8K
|
2.59K
$287K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
712+ 6.23% |
$60.9K - $70.2K
|
12.1K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
700+ 7.86% |
$59.9K - $69K
|
9.6K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
665+ 14.84% |
$56.9K - $65.6K
|
5.15K
$570K
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
643+ 2.51% |
$55K - $63.4K
|
26.2K
$2.91M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
632+ 3.57% |
$54.1K - $62.3K
|
18.3K
$2.03M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
632+ 17.51% |
$54.1K - $62.3K
|
4.24K
$470K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
630+ 9.87% |
$53.9K - $62.1K
|
7.01K
$777K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
623New |
$53.3K - $61.4K
|
623
$69.1K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
623New |
$53.3K - $61.4K
|
623
$69.1K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
614+ 1.4% |
$52.6K - $60.5K
|
44.5K
$4.94M
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
601+ 2.73% |
$51.4K - $59.3K
|
22.6K
$2.51M
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$51.4K - $59.2K
|
600
$66.5K
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
595+ 22.0% |
$50.9K - $58.7K
|
3.3K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
594+ 0.96% |
$50.8K - $58.6K
|
62.5K
$6.93M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
590+ 5.43% |
$50.5K - $58.2K
|
11.4K
$1.27M
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$50.4K - $58.1K
|
589
$65.3K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$64.5K
|