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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
266+ 14.17% |
$26.4K - $32.7K
|
2.14K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
235+ 3.15% |
$23.3K - $28.9K
|
7.69K
$889K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
190+ 9.25% |
$18.9K - $23.3K
|
2.24K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
185+ 4.68% |
$18.4K - $22.7K
|
4.14K
$478K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
185New |
$18.4K - $22.7K
|
185
$21.4K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
179+ 6.91% |
$17.8K - $22K
|
2.77K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
166New |
$16.5K - $20.4K
|
166
$19.2K
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
164New |
$16.3K - $20.1K
|
164
$19K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
156+ 2.3% |
$15.5K - $19.2K
|
6.93K
$802K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
152+ 0.18% |
$15.1K - $18.7K
|
84.6K
$9.78M
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
150+ 6.71% |
$14.9K - $18.4K
|
2.38K
$276K
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
150+ 40.87% |
$14.9K - $18.4K
|
517
$59.8K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
142New |
$14.1K - $17.4K
|
142
$16.4K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
141New |
$14K - $17.3K
|
141
$16.3K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
135+ 4.29% |
$13.4K - $16.6K
|
3.28K
$380K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
134+ 24.81% |
$13.3K - $16.5K
|
674
$77.9K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 8.57% |
$13K - $16.1K
|
1.66K
$192K
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
124New |
$12.3K - $15.2K
|
124
$14.3K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
120+ 5.99% |
$11.9K - $14.7K
|
2.12K
$246K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
112+ 5.7% |
$11.1K - $13.8K
|
2.08K
$240K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
101+ 20.28% |
$10K - $12.4K
|
599
$69.3K
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 3.43% |
$9.93K - $12.3K
|
3.01K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$9.93K - $12.3K
|
900
$104K
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
100+ 1.46% |
$9.93K - $12.3K
|
6.94K
$802K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
99+ 4.91% |
$9.83K - $12.2K
|
2.11K
$244K
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
97+ 164.41% |
$9.63K - $11.9K
|
156
$18K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
94New |
$9.33K - $11.5K
|
94
$10.9K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
86+ 1.27% |
$8.54K - $10.6K
|
6.84K
$791K
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
85New |
$8.44K - $10.4K
|
85
$9.83K
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
81+ 3.54% |
$8.04K - $9.95K
|
2.37K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
77+ 3.4% |
$7.65K - $9.46K
|
2.34K
$271K
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
63+ 0.18% |
$6.26K - $7.74K
|
34.9K
$4.04M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
55+ 1.71% |
$5.46K - $6.76K
|
3.27K
$378K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50+ 5.09% |
$4.96K - $6.14K
|
1.03K
$119K
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
42+ 2.08% |
$4.17K - $5.16K
|
2.07K
$239K
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
42+ 1.82% |
$4.17K - $5.16K
|
2.35K
$271K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
37+ 1.6% |
$3.67K - $4.54K
|
2.35K
$272K
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
36+ 1.57% |
$3.57K - $4.42K
|
2.33K
$269K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
31+ 1.33% |
$3.08K - $3.81K
|
2.37K
$274K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20+ 0.74% |
$1.99K - $2.46K
|
2.73K
$316K
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
20New |
$1.99K - $2.46K
|
20
$2.31K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
14New |
$1.39K - $1.72K
|
14
$1.62K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
11+ 11.0% |
$1.09K - $1.35K
|
111
$12.8K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$993 - $1.23K
|
10
$1.16K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
10+ 0.25% |
$993 - $1.23K
|
3.95K
$456K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
10New |
$993 - $1.23K
|
10
$1.16K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6+ 0.22% |
$596 - $737
|
2.78K
$322K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4+ 7.27% |
$397 - $491
|
59
$6.82K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4+ 0.37% |
$397 - $491
|
1.08K
$125K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2+ 1.75% |
$199 - $246
|
116
$13.4K
|