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 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
89+ 1.98% |
$8.22K - $10.5K
|
4.58K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
85+ 0.39% |
$7.85K - $10K
|
21.9K
$2.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
85+ 1.5% |
$7.85K - $10K
|
5.74K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
85+ 1.14% |
$7.85K - $10K
|
7.55K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
84+ 1.98% |
$7.76K - $9.88K
|
4.32K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
81+ 2.31% |
$7.48K - $9.53K
|
3.59K
$390K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
81+ 3.61% |
$7.48K - $9.53K
|
2.33K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
80+ 1.69% |
$7.39K - $9.41K
|
4.81K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
80+ 0.93% |
$7.39K - $9.41K
|
8.64K
$940K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
77+ 2.66% |
$7.11K - $9.06K
|
2.97K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70+ 10.09% |
$6.47K - $8.23K
|
764
$83.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
70+ 2.83% |
$6.47K - $8.23K
|
2.54K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
65+ 0.39% |
$6.01K - $7.64K
|
16.9K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
63+ 0.47% |
$5.82K - $7.41K
|
13.5K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
58+ 2.38% |
$5.36K - $6.82K
|
2.49K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
57+ 0.14% |
$5.27K - $6.7K
|
41.7K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.47% |
$5.08K - $6.47K
|
11.8K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
54+ 1.34% |
$4.99K - $6.35K
|
4.08K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48+ 4.55% |
$4.43K - $5.64K
|
1.1K
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
41+ 1.62% |
$3.79K - $4.82K
|
2.57K
$280K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
37+ 0.51% |
$3.42K - $4.35K
|
7.25K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
36+ 0.78% |
$3.33K - $4.23K
|
4.65K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33+ 1.22% |
$3.05K - $3.88K
|
2.75K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
32+ 0.61% |
$2.96K - $3.76K
|
5.29K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
31+ 0.12% |
$2.86K - $3.65K
|
25.6K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31+ 3.17% |
$2.86K - $3.65K
|
1.01K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
30+ 3.27% |
$2.77K - $3.53K
|
948
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
26+ 0.45% |
$2.4K - $3.06K
|
5.79K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 16.45% |
$2.31K - $2.94K
|
177
$19.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
25+ 0.35% |
$2.31K - $2.94K
|
7.24K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.68% |
$2.31K - $2.94K
|
3.68K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.71% |
$2.22K - $2.82K
|
3.43K
$373K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.01% |
$2.22K - $2.82K
|
2.39K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
21+ 7.0% |
$1.94K - $2.47K
|
321
$34.9K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
19+ 0.25% |
$1.76K - $2.23K
|
7.71K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
17+ 1.27% |
$1.57K - $2K
|
1.36K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
14+ 16.28% |
$1.29K - $1.65K
|
100
$10.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
13+ 0.43% |
$1.2K - $1.53K
|
3K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12+ 0.07% |
$1.11K - $1.41K
|
16.3K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.23% |
$924 - $1.18K
|
4.3K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10+ 0.44% |
$924 - $1.18K
|
2.27K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.33% |
$832 - $1.06K
|
2.71K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.22% |
$739 - $941
|
3.65K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.06% |
$185 - $235
|
3.29K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2New |
$185 - $235
|
2
$218
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.16K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.03% |
$92.4 - $118
|
3.19K
$347K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.57M+ 118.95% |
$819M - $944M
|
17.6M
$1.92B
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
4.8M+ 35.53% |
$411M - $473M
|
18.3M
$1.99B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
4.71MNew |
$403M - $464M
|
4.71M
$512M
|
|