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 |
---|---|---|---|---|---|---|---|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
5.12KNew |
$509K - $629K
|
5.12K
$579K
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
4.95KNew |
$491K - $608K
|
4.95K
$559K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
4.83KNew |
$479K - $593K
|
4.83K
$546K
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.76KNew |
$473K - $585K
|
4.76K
$539K
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.65K+ 91.18% |
$462K - $571K
|
9.75K
$1.1M
|
|
Jul 11, 2024
Q2 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.98K+ 5.48% |
$396K - $489K
|
76.6K
$8.66M
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.8KNew |
$378K - $467K
|
3.8K
$430K
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.5K+ 7.57% |
$347K - $430K
|
49.7K
$5.62M
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.49KNew |
$346K - $428K
|
3.49K
$394K
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.39KNew |
$336K - $416K
|
3.39K
$383K
|
|
Aug 23, 2024
Q2 2024
|
Somnio Financial Group, LLC
Glastonbury, CT |
BUY
|
- |
3.3KNew |
$327K - $405K
|
3.3K
$373K
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$313K - $388K
|
3.16K
$357K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.15K+ 56.91% |
$313K - $387K
|
8.69K
$982K
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.11KNew |
$308K - $381K
|
3.11K
$351K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.98K+ 5.47% |
$296K - $366K
|
57.5K
$6.5M
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.7K+ 5.4% |
$268K - $332K
|
52.8K
$5.97M
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
2.57K+ 1.03% |
$255K - $315K
|
253K
$28.6M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.54KNew |
$252K - $312K
|
2.54K
$287K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
2.5KNew |
$248K - $307K
|
2.5K
$283K
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.46KNew |
$245K - $303K
|
2.46K
$279K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$233K - $288K
|
106K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.31KNew |
$229K - $283K
|
2.31K
$261K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.24K+ 7.19% |
$223K - $275K
|
33.4K
$3.78M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.17KNew |
$216K - $267K
|
2.17K
$246K
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.06KNew |
$205K - $254K
|
2.06K
$233K
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.03KNew |
$201K - $249K
|
2.03K
$229K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.82K+ 32.04% |
$181K - $224K
|
7.51K
$849K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1.72KNew |
$171K - $211K
|
1.72K
$194K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.4K+ 8.14% |
$139K - $172K
|
18.6K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.31K+ 3.82% |
$130K - $160K
|
35.4K
$4M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.15K+ 2.81% |
$114K - $141K
|
42.1K
$4.76M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.13KNew |
$112K - $139K
|
1.13K
$128K
|
|
Aug 12, 2024
Q2 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 6.03% |
$99.3K - $123K
|
17.6K
$1.99M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
989New |
$98.2K - $121K
|
989
$112K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
985+ 56.64% |
$97.8K - $121K
|
2.72K
$308K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
822New |
$81.6K - $101K
|
822
$92.9K
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
785+ 5.05% |
$77.9K - $96.4K
|
16.3K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
680+ 4.15% |
$67.5K - $83.5K
|
17.1K
$1.93M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
654+ 1.27% |
$64.9K - $80.3K
|
52.3K
$5.91M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$59.6K - $73.7K
|
600
$67.8K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
546+ 39.45% |
$54.2K - $67.1K
|
1.93K
$218K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
500New |
$49.6K - $61.4K
|
500
$56.5K
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
478+ 18.58% |
$47.5K - $58.7K
|
3.05K
$345K
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
473New |
$47K - $58.1K
|
473
$53.5K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
469+ 22.28% |
$46.6K - $57.6K
|
2.57K
$291K
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
450+ 23.32% |
$44.7K - $55.3K
|
2.38K
$269K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
431+ 1.71% |
$42.8K - $52.9K
|
25.7K
$2.9M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
410New |
$40.7K - $50.4K
|
410
$46.4K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400+ 20.0% |
$39.7K - $49.1K
|
2.4K
$271K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 148.66% |
$33.1K - $40.9K
|
557
$63K
|