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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.72% |
$156K - $199K
|
47.2K
$5.13M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.52K+ 8.46% |
$140K - $178K
|
19.4K
$2.12M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 8.33% |
$139K - $177K
|
19.6K
$2.13M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.51K+ 9.25% |
$139K - $177K
|
17.8K
$1.94M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.5K+ 0.79% |
$138K - $176K
|
191K
$20.7M
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 8.64% |
$138K - $175K
|
18.8K
$2.04M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 2.62% |
$134K - $171K
|
56.9K
$6.19M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 5.9% |
$133K - $170K
|
25.9K
$2.81M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 3.95% |
$132K - $168K
|
37.6K
$4.09M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.03% |
$132K - $167K
|
29.7K
$3.23M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.41K+ 53.52% |
$130K - $165K
|
4.03K
$439K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.39KNew |
$128K - $163K
|
1.39K
$151K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.38K+ 72.93% |
$127K - $162K
|
3.27K
$355K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.37K+ 7.46% |
$126K - $161K
|
19.7K
$2.14M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 1.48% |
$115K - $147K
|
85.2K
$9.27M
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.25K+ 5.29% |
$115K - $146K
|
24.8K
$2.69M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 15.18% |
$113K - $144K
|
9.27K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.22K+ 7.01% |
$113K - $143K
|
18.6K
$2.02M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.21K+ 6.76% |
$111K - $142K
|
19K
$2.07M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.2K+ 33.84% |
$111K - $142K
|
4.76K
$518K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.2K+ 19.89% |
$111K - $141K
|
7.22K
$786K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.2K+ 5.46% |
$110K - $141K
|
23.1K
$2.51M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.18K+ 46.12% |
$109K - $138K
|
3.73K
$405K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.17K+ 8.55% |
$108K - $137K
|
14.8K
$1.61M
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.15K+ 778.38% |
$106K - $135K
|
1.3K
$141K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 9.8% |
$105K - $133K
|
12.7K
$1.38M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.05K+ 62.81% |
$96.7K - $123K
|
2.71K
$295K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.05K+ 7.6% |
$96.6K - $123K
|
14.8K
$1.61M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.04K+ 2.22% |
$96K - $122K
|
47.9K
$5.21M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.02K+ 18.96% |
$94.6K - $120K
|
6.43K
$699K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.01K+ 7.43% |
$92.9K - $118K
|
14.5K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1K+ 31.05% |
$92.4K - $118K
|
4.22K
$459K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$92.4K - $118K
|
1K
$109K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
985+ 24.41% |
$91K - $116K
|
5.02K
$546K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
979+ 11.78% |
$90.4K - $115K
|
9.29K
$1.01M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
947+ 9.25% |
$87.5K - $111K
|
11.2K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
923+ 5.36% |
$85.3K - $109K
|
18.1K
$1.97M
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
852+ 0.85% |
$78.7K - $100K
|
101K
$11M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
850+ 40.19% |
$78.5K - $100K
|
2.97K
$323K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
850+ 30.16% |
$78.5K - $100K
|
3.67K
$399K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
833+ 29.05% |
$77K - $98K
|
3.7K
$403K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
811+ 10.81% |
$74.9K - $95.4K
|
8.31K
$905K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
809+ 2.02% |
$74.7K - $95.1K
|
40.8K
$4.44M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
795+ 8.24% |
$73.5K - $93.5K
|
10.4K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
785+ 6.01% |
$72.5K - $92.3K
|
13.8K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
778+ 5.97% |
$71.9K - $91.5K
|
13.8K
$1.5M
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
750+ 10.38% |
$69.3K - $88.2K
|
7.98K
$868K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
745+ 3.72% |
$68.8K - $87.6K
|
20.8K
$2.26M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
730New |
$67.4K - $85.8K
|
730
$79.4K
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
708+ 33.71% |
$65.4K - $83.3K
|
2.81K
$306K
|