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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.41K+ 85.46% |
$304K - $417K
|
7.4K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.21KNew |
$286K - $393K
|
3.21K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$277K - $380K
|
3.11K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.69KNew |
$240K - $329K
|
2.69K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$303K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44KNew |
$218K - $299K
|
2.44K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.36KNew |
$210K - $288K
|
2.36K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.3KNew |
$206K - $282K
|
2.3K
$266K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$201K - $276K
|
2.26K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.23KNew |
$199K - $273K
|
2.23K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.22KNew |
$198K - $271K
|
2.22K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.21KNew |
$197K - $270K
|
2.21K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$254K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.14KNew |
$191K - $261K
|
2.14K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$246K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$188K - $258K
|
2.11K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.1KNew |
$188K - $257K
|
2.1K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$187K - $257K
|
2.1K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$242K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.1K+ 26.66% |
$187K - $256K
|
9.95K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.08KNew |
$185K - $254K
|
2.08K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.07KNew |
$185K - $254K
|
2.07K
$240K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$183K - $251K
|
2.06K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.05KNew |
$183K - $251K
|
2.05K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.05KNew |
$183K - $250K
|
2.05K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$182K - $249K
|
2.04K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$182K - $249K
|
2.03K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.03KNew |
$181K - $249K
|
2.03K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
2.01KNew |
$180K - $246K
|
2.01K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.01K+ 16.01% |
$179K - $246K
|
14.6K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$232K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
2KNew |
$179K - $245K
|
2K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.99KNew |
$178K - $244K
|
1.99K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.99KNew |
$177K - $243K
|
1.99K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.98KNew |
$177K - $243K
|
1.98K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$228K
|