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 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
106+ 0.32% |
$9.07K - $10.5K
|
33.1K
$3.89M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
104+ 1.73% |
$8.9K - $10.3K
|
6.13K
$721K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
103+ 4.32% |
$8.82K - $10.2K
|
2.49K
$293K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
102+ 0.54% |
$8.73K - $10.1K
|
18.9K
$2.22M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
100+ 0.12% |
$8.56K - $9.86K
|
85.7K
$10.1M
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 2.04% |
$8.56K - $9.86K
|
5K
$588K
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 1.46% |
$8.56K - $9.86K
|
6.97K
$820K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
100+ 3.27% |
$8.56K - $9.86K
|
3.16K
$371K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
99+ 1.97% |
$8.47K - $9.76K
|
5.13K
$603K
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
BUY
|
- |
99+ 0.22% |
$8.47K - $9.76K
|
45.5K
$5.35M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 3.16% |
$8.3K - $9.57K
|
3.17K
$373K
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
96+ 2.53% |
$8.22K - $9.47K
|
3.88K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
96+ 1.11% |
$8.22K - $9.47K
|
8.78K
$1.03M
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
95+ 3.01% |
$8.13K - $9.37K
|
3.26K
$383K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
95+ 10.29% |
$8.13K - $9.37K
|
1.02K
$120K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
95+ 1.02% |
$8.13K - $9.37K
|
9.38K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
92+ 11.47% |
$7.88K - $9.07K
|
894
$105K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
92+ 1.6% |
$7.88K - $9.07K
|
5.83K
$686K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
92+ 1.25% |
$7.88K - $9.07K
|
7.48K
$880K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
92+ 0.79% |
$7.88K - $9.07K
|
11.7K
$1.38M
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
92+ 2.98% |
$7.88K - $9.07K
|
3.18K
$374K
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
91+ 4.15% |
$7.79K - $8.97K
|
2.28K
$268K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
89+ 6.52% |
$7.62K - $8.78K
|
1.45K
$171K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
87+ 51.79% |
$7.45K - $8.58K
|
255
$30K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
86+ 0.06% |
$7.36K - $8.48K
|
147K
$17.3M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
84+ 1.18% |
$7.19K - $8.28K
|
7.21K
$848K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
84+ 1.88% |
$7.19K - $8.28K
|
4.55K
$535K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
83+ 3.64% |
$7.1K - $8.18K
|
2.37K
$278K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
83+ 2.18% |
$7.1K - $8.18K
|
3.9K
$459K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 3.0% |
$7.1K - $8.18K
|
2.85K
$335K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
83+ 2.27% |
$7.1K - $8.18K
|
3.74K
$440K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$441K
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
81+ 2.21% |
$6.93K - $7.99K
|
3.75K
$441K
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
81+ 0.22% |
$6.93K - $7.99K
|
36.1K
$4.25M
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 0.11% |
$6.85K - $7.89K
|
75K
$8.81M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 1.74% |
$6.76K - $7.79K
|
4.62K
$543K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
76+ 3.34% |
$6.51K - $7.49K
|
2.35K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.07% |
$6.42K - $7.4K
|
107K
$12.6M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.38% |
$6.42K - $7.4K
|
3.22K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
74+ 0.49% |
$6.33K - $7.3K
|
15.1K
$1.78M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
74+ 0.1% |
$6.33K - $7.3K
|
75.3K
$8.85M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
73+ 1.36% |
$6.25K - $7.2K
|
5.44K
$640K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
72+ 19.57% |
$6.16K - $7.1K
|
440
$51.7K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 1.19% |
$6.08K - $7K
|
6.04K
$710K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
70New |
$5.99K - $6.9K
|
70
$8.23K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
69+ 1.19% |
$5.91K - $6.8K
|
5.85K
$688K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
69+ 1.01% |
$5.91K - $6.8K
|
6.92K
$814K
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
69+ 0.28% |
$5.91K - $6.8K
|
24.5K
$2.88M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
68+ 7.04% |
$5.82K - $6.71K
|
1.03K
$122K
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
67+ 0.8% |
$5.74K - $6.61K
|
8.42K
$990K
|