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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$993K - $1.2M
|
12.5K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
CALL |
11.8KNew |
$936K - $1.13M
|
11.8K
$1.39M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.7KNew |
$929K - $1.12M
|
11.7K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
CALL |
10KNew |
$793K - $961K
|
10K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10KNew |
$793K - $960K
|
10K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.15KNew |
$567K - $686K
|
7.15K
$840K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.37K+ 6.29% |
$505K - $612K
|
108K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$493K - $597K
|
6.22K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.89KNew |
$467K - $566K
|
5.89K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.76KNew |
$457K - $553K
|
5.76K
$677K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.57KNew |
$442K - $535K
|
5.57K
$655K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.5KNew |
$436K - $528K
|
5.5K
$646K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
5.13K+ 131.14% |
$407K - $493K
|
9.04K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$323K - $391K
|
4.07K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.51KNew |
$278K - $337K
|
3.51K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$267K - $323K
|
3.36K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.14K+ 175.17% |
$249K - $302K
|
4.93K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
3.13KNew |
$248K - $300K
|
3.13K
$368K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.92K+ 19.33% |
$232K - $280K
|
18K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.8KNew |
$222K - $269K
|
2.8K
$329K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.78K+ 40.04% |
$221K - $267K
|
9.73K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.76KNew |
$219K - $265K
|
2.76K
$325K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.69K+ 15.97% |
$214K - $259K
|
19.6K
$2.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.68KNew |
$212K - $257K
|
2.68K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.63KNew |
$209K - $253K
|
2.63K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.63K+ 71.43% |
$208K - $252K
|
6.3K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.55KNew |
$203K - $245K
|
2.55K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.46K+ 4.09% |
$195K - $236K
|
62.6K
$7.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$285K
|
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$159K - $192K
|
2.03M
$239M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.83KNew |
$145K - $176K
|
1.83K
$215K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.67K+ 83250.0% |
$132K - $160K
|
1.67K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 5.97% |
$112K - $136K
|
25.2K
$2.96M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.36KNew |
$108K - $131K
|
1.36K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$96.1K - $116K
|
1.21K
$143K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.2K+ 38.46% |
$95.2K - $115K
|
4.32K
$508K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$85.9K - $104K
|
1.08K
$127K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
730New |
$57.9K - $70.1K
|
730
$85.8K
|