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 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
352+ 5.14% |
$32.5K - $41.4K
|
7.2K
$814K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
346+ 12.66% |
$32K - $40.7K
|
3.08K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
342+ 3.73% |
$31.6K - $40.2K
|
9.52K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
342+ 14.79% |
$31.6K - $40.2K
|
2.66K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
342+ 7.19% |
$31.6K - $40.2K
|
5.1K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
341+ 4.54% |
$31.5K - $40.1K
|
7.86K
$889K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
337+ 5.44% |
$31.1K - $39.6K
|
6.53K
$738K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.02% |
$31K - $39.5K
|
33.4K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
334+ 8.93% |
$30.9K - $39.3K
|
4.08K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
331+ 4.55% |
$30.6K - $38.9K
|
7.61K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
325+ 5.42% |
$30K - $38.2K
|
6.32K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
325+ 1.79% |
$30K - $38.2K
|
18.5K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$29K - $36.9K
|
314
$35.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
308+ 2.18% |
$28.5K - $36.2K
|
14.4K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
308+ 2.34% |
$28.5K - $36.2K
|
13.5K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
304+ 4.97% |
$28.1K - $35.8K
|
6.43K
$727K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
302+ 0.78% |
$27.9K - $35.5K
|
38.8K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
299+ 2.61% |
$27.6K - $35.2K
|
11.7K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
297+ 10.91% |
$27.4K - $34.9K
|
3.02K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
283+ 4.83% |
$26.1K - $33.3K
|
6.14K
$694K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
279+ 2.68% |
$25.8K - $32.8K
|
10.7K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
275+ 13.0% |
$25.4K - $32.3K
|
2.39K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
270+ 2.79% |
$24.9K - $31.8K
|
9.93K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
266+ 10.58% |
$24.6K - $31.3K
|
2.78K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
266+ 11.66% |
$24.6K - $31.3K
|
2.55K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
266+ 11.18% |
$24.6K - $31.3K
|
2.65K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
264+ 8.36% |
$24.4K - $31K
|
3.42K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 2.14% |
$24.3K - $30.9K
|
12.5K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
257+ 9.57% |
$23.7K - $30.2K
|
2.94K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
255+ 1.58% |
$23.6K - $30K
|
16.4K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.79% |
$23.4K - $29.8K
|
14.4K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
247+ 24.26% |
$22.8K - $29K
|
1.27K
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
239+ 2.07% |
$22.1K - $28.1K
|
11.8K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
233+ 8.8% |
$21.5K - $27.4K
|
2.88K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
233+ 4.14% |
$21.5K - $27.4K
|
5.86K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
231+ 10.26% |
$21.3K - $27.2K
|
2.48K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
229+ 3.59% |
$21.2K - $26.9K
|
6.6K
$746K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
225+ 10.23% |
$20.8K - $26.5K
|
2.42K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
221+ 2.31% |
$20.4K - $26K
|
9.78K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
215+ 3.01% |
$19.9K - $25.3K
|
7.36K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212+ 0.13% |
$19.6K - $24.9K
|
158K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
211+ 9.27% |
$19.5K - $24.8K
|
2.49K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
211+ 6.24% |
$19.5K - $24.8K
|
3.59K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
208+ 1.25% |
$19.2K - $24.5K
|
16.9K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
207+ 2.37% |
$19.1K - $24.3K
|
8.94K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
204+ 8.67% |
$18.8K - $24K
|
2.56K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
203+ 18.76% |
$18.8K - $23.9K
|
1.29K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 50.25% |
$18.5K - $23.5K
|
598
$67.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$22.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
198+ 7.85% |
$18.3K - $23.3K
|
2.72K
$308K
|