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 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
901+ 6.1% |
$152K - $168K
|
15.7K
$1.79M
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
500New |
$84.6K - $93K
|
500
$57.1K
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
CALL |
300New |
$50.8K - $55.8K
|
300
$34.3K
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
BUY
|
- |
244+ 7.1% |
$41.3K - $45.4K
|
3.68K
$421K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
41.4KNew |
$7.01M - $7.86M
|
41.4K
$4.73M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
35KNew |
$5.92M - $6.64M
|
35K
$4M
|
|
Aug 03, 2021
Q2 2021
|
Capital Wealth Planning, LLC
|
BUY
|
CALL |
4.5K+ 225.0% |
$762K - $854K
|
6.5K
$743K
|
|
Aug 06, 2021
Q2 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
2.25KNew |
$382K - $428K
|
2.25K
$258K
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
BUY
|
CALL |
2KNew |
$339K - $379K
|
2K
$229K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
1K+ 83.33% |
$169K - $190K
|
2.2K
$251K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
600+ 150.0% |
$102K - $114K
|
1K
$114K
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
PUT |
200New |
$33.9K - $37.9K
|
200
$22.9K
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
PUT |
100New |
$16.9K - $19K
|
100
$11.4K
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
PUT |
335KNew |
$54.5M - $67.5M
|
335K
$38.2M
|
|
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
120KNew |
$19.6M - $24.2M
|
120K
$13.7M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
40.4KNew |
$6.58M - $8.15M
|
40.4K
$4.61M
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
24.3KNew |
$3.97M - $4.91M
|
24.3K
$2.78M
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
24.3KNew |
$3.97M - $4.91M
|
24.3K
$2.78M
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
23.1KNew |
$3.77M - $4.66M
|
23.1K
$2.64M
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
4.36K+ 59.48% |
$711K - $880K
|
11.7K
$1.34M
|
|
May 14, 2021
Q1 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
400+ 200.0% |
$65.2K - $80.8K
|
600
$68.6K
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
BUY
|
CALL |
400New |
$65.2K - $80.8K
|
400
$45.7K
|
|
May 13, 2021
Q1 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
175+ 29.31% |
$28.5K - $35.3K
|
772
$88.2K
|
|
May 25, 2021
Q1 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
39New |
$6.36K - $7.87K
|
39
$4.46K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
101KNew |
$11.9M - $18.3M
|
101K
$11.5M
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
PUT |
50KNew |
$5.92M - $9.06M
|
50K
$5.71M
|
|
Feb 16, 2021
Q4 2020
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
30.6KNew |
$3.63M - $5.54M
|
30.6K
$3.5M
|
|
Jun 14, 2021
Q4 2020
|
Gimbel Daniel Scott
Reno, NV |
BUY
|
- |
20KNew |
$2.37M - $3.62M
|
20K
$2.29M
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
17.5KNew |
$2.07M - $3.17M
|
17.5K
$2M
|
|
Feb 12, 2021
Q4 2020
|
Emj Capital Ltd.
Toronto, A6 |
BUY
|
- |
15KNew |
$1.78M - $2.72M
|
15K
$1.71M
|
|
Feb 16, 2021
Q4 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
4.5KNew |
$534K - $816K
|
4.5K
$515K
|
|
Feb 12, 2021
Q4 2020
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.39KNew |
$283K - $433K
|
2.39K
$273K
|
|
Feb 16, 2021
Q4 2020
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1.6KNew |
$190K - $290K
|
1.6K
$183K
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
1.19KNew |
$141K - $215K
|
1.19K
$136K
|
|
Feb 11, 2021
Q4 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
1KNew |
$118K - $181K
|
1K
$114K
|
|
Jan 21, 2021
Q4 2020
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
300New |
$35.5K - $54.4K
|
300
$34.3K
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
90+ 9000.0% |
$10.7K - $16.3K
|
91
$10.4K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
78.6KNew |
$8.82M - $10.7M
|
78.6K
$8.98M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
18KNew |
$2.01M - $2.43M
|
18K
$2.05M
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
BUY
|
CALL |
13.2K+ 1320.0% |
$1.48M - $1.79M
|
14.2K
$1.62M
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
PUT |
2KNew |
$224K - $271K
|
2K
$229K
|
|
Nov 19, 2020
Q3 2020
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
CALL |
100New |
$11.2K - $13.6K
|
100
$11.4K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
145K+ 265.72% |
$13.6M - $18.5M
|
200K
$22.9M
|
|
Aug 14, 2020
Q2 2020
|
Birch Grove Capital LP
New York, NY |
BUY
|
CALL |
52.7KNew |
$4.95M - $6.71M
|
52.7K
$6.02M
|
|
Aug 12, 2020
Q2 2020
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
CALL |
31.5KNew |
$2.96M - $4.01M
|
31.5K
$3.6M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.25K+ 5.09% |
$211K - $286K
|
46.3K
$5.29M
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
BUY
|
CALL |
700New |
$65.7K - $89.1K
|
700
$80K
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
BUY
|
CALL |
500New |
$46.9K - $63.6K
|
500
$57.1K
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
BUY
|
CALL |
400New |
$37.6K - $50.9K
|
400
$45.7K
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
339New |
$31.8K - $43.1K
|
339
$38.7K
|