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 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
4.3K+ 0.56% |
$368K - $424K
|
769K
$92.2M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 120.15% |
$324K - $373K
|
6.94K
$832K
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
3.68KNew |
$315K - $363K
|
3.68K
$441K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.67K+ 19.44% |
$314K - $362K
|
22.5K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
3.61KNew |
$309K - $356K
|
3.61K
$433K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.04K+ 11.5% |
$260K - $299K
|
29.4K
$3.53M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$257K - $296K
|
3K
$360K
|
|
Oct 29, 2024
Q3 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.83K+ 5.47% |
$242K - $279K
|
54.6K
$6.55M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
2.69KNew |
$230K - $265K
|
2.69K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
2.5KNew |
$214K - $247K
|
2.5K
$300K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.41KNew |
$206K - $238K
|
2.41K
$289K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$203K - $234K
|
2.38K
$285K
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.19KNew |
$188K - $216K
|
2.19K
$263K
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.16KNew |
$185K - $213K
|
2.16K
$259K
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.11KNew |
$181K - $208K
|
2.11K
$253K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.83KNew |
$156K - $180K
|
1.83K
$219K
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.7K+ 18.46% |
$146K - $168K
|
10.9K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1.7K+ 850.0% |
$146K - $168K
|
1.9K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
1.6K+ 21.92% |
$137K - $158K
|
8.9K
$1.07M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.31KNew |
$112K - $129K
|
1.31K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.19K+ 3.75% |
$102K - $118K
|
33K
$3.95M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.1K+ 19.64% |
$94.2K - $108K
|
6.7K
$804K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$89.9K - $104K
|
1.05K
$126K
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
1KNew |
$85.6K - $98.6K
|
1K
$120K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
996+ 3.21% |
$85.3K - $98.2K
|
32K
$3.84M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
992+ 0.04% |
$84.9K - $97.8K
|
2.3M
$276M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.8M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$7.2M
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$68.5K - $78.9K
|
800
$96K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$3.49M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
747New |
$63.9K - $73.7K
|
747
$89.6K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
732New |
$62.7K - $72.2K
|
732
$87.8K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$51.4K - $59.2K
|
600
$72K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$69.8K
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
528+ 0.79% |
$45.2K - $52.1K
|
67.3K
$8.07M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500+ 250.0% |
$42.8K - $49.3K
|
700
$84K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
500+ 2.23% |
$42.8K - $49.3K
|
22.9K
$2.75M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$42.8K - $49.3K
|
500
$60K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
500New |
$42.8K - $49.3K
|
500
$60K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
378+ 6.98% |
$32.4K - $37.3K
|
5.79K
$695K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
345+ 5.56% |
$29.5K - $34K
|
6.55K
$786K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
342+ 15.21% |
$29.3K - $33.7K
|
2.59K
$311K
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
277+ 4.89% |
$23.7K - $27.3K
|
5.94K
$713K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
250New |
$21.4K - $24.7K
|
250
$30K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
242+ 1.55% |
$20.7K - $23.9K
|
15.9K
$1.9M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
230New |
$19.7K - $22.7K
|
230
$27.6K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
201New |
$17.2K - $19.8K
|
201
$24.1K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
200New |
$17.1K - $19.7K
|
200
$24K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
168+ 2.16% |
$14.4K - $16.6K
|
7.95K
$954K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
167+ 6.03% |
$14.3K - $16.5K
|
2.94K
$352K
|