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 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
115+ 0.7% |
$9.84K - $11.3K
|
16.5K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
115+ 1.25% |
$9.84K - $11.3K
|
9.32K
$934K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
112New |
$9.59K - $11K
|
112
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
92+ 1.6% |
$7.88K - $9.07K
|
5.83K
$584K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 0.79% |
$7.88K - $9.07K
|
11.7K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89+ 6.52% |
$7.62K - $8.78K
|
1.45K
$146K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
70New |
$5.99K - $6.9K
|
70
$7.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
67+ 0.28% |
$5.74K - $6.61K
|
24.2K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
60+ 2.43% |
$5.14K - $5.92K
|
2.53K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 57.0% |
$4.88K - $5.62K
|
157
$15.7K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
54+ 2.45% |
$4.62K - $5.32K
|
2.26K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 70.67% |
$4.54K - $5.23K
|
128
$12.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
51+ 1.05% |
$4.37K - $5.03K
|
4.89K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
50+ 1.05% |
$4.28K - $4.93K
|
4.8K
$481K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
48+ 1.34% |
$4.11K - $4.73K
|
3.62K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 3.2% |
$3.85K - $4.44K
|
1.45K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
41+ 5.46% |
$3.51K - $4.04K
|
792
$79.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.64% |
$3.34K - $3.85K
|
2.42K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
34New |
$2.91K - $3.35K
|
34
$3.41K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
31+ 0.41% |
$2.65K - $3.06K
|
7.66K
$767K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30+ 25.0% |
$2.57K - $2.96K
|
150
$15K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.57K - $2.96K
|
3.65K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$2.48K - $2.86K
|
29
$2.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
26+ 0.74% |
$2.23K - $2.56K
|
3.56K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 900.0% |
$1.54K - $1.77K
|
20
$2K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
15+ 0.53% |
$1.28K - $1.48K
|
2.82K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 0.49% |
$1.28K - $1.48K
|
3.05K
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13+ 2.2% |
$1.11K - $1.28K
|
604
$60.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.2K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 0.76% |
$1.03K - $1.18K
|
1.58K
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
11+ 0.3% |
$942 - $1.08K
|
3.67K
$368K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
11+ 0.05% |
$942 - $1.08K
|
23.4K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11+ 0.4% |
$942 - $1.08K
|
2.74K
$274K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10+ 0.98% |
$856 - $986
|
1.03K
$104K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$770 - $887
|
4.72K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7+ 2.79% |
$599 - $690
|
258
$25.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$599 - $690
|
2.13K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.25% |
$599 - $690
|
2.79K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 0.33% |
$428 - $493
|
1.51K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.5% |
$342 - $394
|
811
$81.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.14% |
$257 - $296
|
2.16K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3New |
$257 - $296
|
3
$301
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
3New |
$257 - $296
|
3
$301
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.04% |
$171 - $197
|
5.01K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.35% |
$171 - $197
|
571
$57.2K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.21% |
$85.6 - $98.6
|
476
$47.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1+ 0.12% |
$85.6 - $98.6
|
814
$81.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$85.6 - $98.6
|
447
$44.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$85.6 - $98.6
|
961
$96.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.09% |
$85.6 - $98.6
|
1.06K
$106K
|