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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
279+ 2.68% |
$25.8K - $32.8K
|
10.7K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
275+ 13.0% |
$25.4K - $32.3K
|
2.39K
$260K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
266+ 11.66% |
$24.6K - $31.3K
|
2.55K
$277K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
266+ 11.18% |
$24.6K - $31.3K
|
2.65K
$288K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
257+ 9.57% |
$23.7K - $30.2K
|
2.94K
$320K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.79% |
$23.4K - $29.8K
|
14.4K
$1.57M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
247+ 24.26% |
$22.8K - $29K
|
1.27K
$138K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
233+ 4.14% |
$21.5K - $27.4K
|
5.86K
$637K
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
231+ 10.26% |
$21.3K - $27.2K
|
2.48K
$270K
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
225+ 10.23% |
$20.8K - $26.5K
|
2.42K
$264K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
221+ 2.31% |
$20.4K - $26K
|
9.78K
$1.06M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
215+ 3.01% |
$19.9K - $25.3K
|
7.36K
$800K
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
211+ 6.24% |
$19.5K - $24.8K
|
3.59K
$391K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
204+ 8.67% |
$18.8K - $24K
|
2.56K
$278K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$21.8K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
193+ 4.32% |
$17.8K - $22.7K
|
4.66K
$507K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
192New |
$17.7K - $22.6K
|
192
$20.9K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
190+ 4.98% |
$17.6K - $22.3K
|
4K
$435K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
190+ 2.8% |
$17.6K - $22.3K
|
6.97K
$758K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
181+ 7.89% |
$16.7K - $21.3K
|
2.48K
$269K
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
178+ 0.43% |
$16.4K - $20.9K
|
41.5K
$4.52M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
178+ 2.54% |
$16.4K - $20.9K
|
7.19K
$782K
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
175+ 0.4% |
$16.2K - $20.6K
|
43.4K
$4.72M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
173+ 2.62% |
$16K - $20.3K
|
6.77K
$736K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
173+ 7.72% |
$16K - $20.3K
|
2.41K
$263K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
166+ 3.61% |
$15.3K - $19.5K
|
4.76K
$518K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
163+ 1.99% |
$15.1K - $19.2K
|
8.37K
$911K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
150+ 29.59% |
$13.9K - $17.6K
|
657
$71.5K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
150+ 6.19% |
$13.9K - $17.6K
|
2.57K
$280K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
149+ 1.07% |
$13.8K - $17.5K
|
14.1K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
147+ 4.09% |
$13.6K - $17.3K
|
3.74K
$407K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
144+ 5.72% |
$13.3K - $16.9K
|
2.66K
$290K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
144+ 4.97% |
$13.3K - $16.9K
|
3.04K
$331K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
139+ 4.39% |
$12.8K - $16.3K
|
3.3K
$359K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
136+ 7.31% |
$12.6K - $16K
|
2K
$217K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
135+ 4.8% |
$12.5K - $15.9K
|
2.95K
$321K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
126+ 4.51% |
$11.6K - $14.8K
|
2.92K
$318K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
125+ 2.48% |
$11.5K - $14.7K
|
5.18K
$563K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
125+ 2.2% |
$11.5K - $14.7K
|
5.81K
$633K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
120New |
$11.1K - $14.1K
|
120
$13.1K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 4.86% |
$11K - $14K
|
2.57K
$279K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
111+ 3.92% |
$10.3K - $13.1K
|
2.94K
$320K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
111+ 0.28% |
$10.3K - $13.1K
|
39.1K
$4.26M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
110+ 38.06% |
$10.2K - $12.9K
|
399
$43.4K
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
104+ 0.16% |
$9.61K - $12.2K
|
65.2K
$7.09M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
94New |
$8.68K - $11.1K
|
94
$10.2K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
93+ 2.8% |
$8.59K - $10.9K
|
3.41K
$371K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
92+ 0.58% |
$8.5K - $10.8K
|
15.9K
$1.73M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
92+ 1.1% |
$8.5K - $10.8K
|
8.48K
$923K
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
90+ 0.18% |
$8.32K - $10.6K
|
48.8K
$5.31M
|