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 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
257+ 9.57% |
$23.7K - $30.2K
|
2.94K
$293K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
255+ 1.58% |
$23.6K - $30K
|
16.4K
$1.63M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.79% |
$23.4K - $29.8K
|
14.4K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
251+ 3.44% |
$23.2K - $29.5K
|
7.56K
$751K
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
251+ 0.46% |
$23.2K - $29.5K
|
54.8K
$5.45M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
250+ 3.94% |
$23.1K - $29.4K
|
6.6K
$656K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
248+ 5.5% |
$22.9K - $29.2K
|
4.75K
$473K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
247+ 24.26% |
$22.8K - $29K
|
1.27K
$126K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
245New |
$22.6K - $28.8K
|
245
$24.4K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
242New |
$22.4K - $28.5K
|
242
$24.1K
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
242+ 1.38% |
$22.4K - $28.5K
|
17.7K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
240+ 1.18% |
$22.2K - $28.2K
|
20.6K
$2.05M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
239+ 2.07% |
$22.1K - $28.1K
|
11.8K
$1.17M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
237+ 5.59% |
$21.9K - $27.9K
|
4.48K
$445K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
237+ 29.81% |
$21.9K - $27.9K
|
1.03K
$103K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
236+ 12.77% |
$21.8K - $27.8K
|
2.08K
$207K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
236+ 6.15% |
$21.8K - $27.8K
|
4.07K
$405K
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
236+ 6.01% |
$21.8K - $27.8K
|
4.16K
$414K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
233+ 8.8% |
$21.5K - $27.4K
|
2.88K
$287K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
233+ 4.14% |
$21.5K - $27.4K
|
5.86K
$583K
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
231+ 1.88% |
$21.3K - $27.2K
|
12.5K
$1.24M
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
231+ 10.26% |
$21.3K - $27.2K
|
2.48K
$247K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
229+ 3.59% |
$21.2K - $26.9K
|
6.6K
$656K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
225New |
$20.8K - $26.5K
|
225
$22.4K
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
225+ 10.23% |
$20.8K - $26.5K
|
2.42K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
224+ 3.12% |
$20.7K - $26.3K
|
7.4K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
221+ 1.33% |
$20.4K - $26K
|
16.8K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
221+ 2.31% |
$20.4K - $26K
|
9.78K
$972K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
218+ 9.68% |
$20.1K - $25.6K
|
2.47K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
216+ 1.27% |
$20K - $25.4K
|
17.3K
$1.72M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
215+ 3.01% |
$19.9K - $25.3K
|
7.36K
$732K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
214+ 7.86% |
$19.8K - $25.2K
|
2.94K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
213New |
$19.7K - $25K
|
213
$21.2K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212+ 0.13% |
$19.6K - $24.9K
|
158K
$15.8M
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
211+ 7.59% |
$19.5K - $24.8K
|
2.99K
$297K
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
211+ 9.27% |
$19.5K - $24.8K
|
2.49K
$247K
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
211+ 6.24% |
$19.5K - $24.8K
|
3.59K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
208+ 8.74% |
$19.2K - $24.5K
|
2.59K
$258K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
208+ 1.25% |
$19.2K - $24.5K
|
16.9K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
207New |
$19.1K - $24.3K
|
207
$20.6K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
207+ 2.37% |
$19.1K - $24.3K
|
8.94K
$889K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
204+ 8.67% |
$18.8K - $24K
|
2.56K
$254K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
203+ 18.76% |
$18.8K - $23.9K
|
1.29K
$128K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
202+ 0.49% |
$18.7K - $23.8K
|
41.4K
$4.12M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
201+ 0.39% |
$18.6K - $23.6K
|
51.1K
$5.08M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
200+ 1.4% |
$18.5K - $23.5K
|
14.4K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
200+ 3.3% |
$18.5K - $23.5K
|
6.26K
$622K
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 0.63% |
$18.5K - $23.5K
|
32.2K
$3.2M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 50.25% |
$18.5K - $23.5K
|
598
$59.5K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
200New |
$18.5K - $23.5K
|
200
$19.9K
|