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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
968+ 7.37% |
$82.9K - $95.5K
|
14.1K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
967+ 11.69% |
$82.8K - $95.4K
|
9.24K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
948+ 12.28% |
$81.1K - $93.5K
|
8.67K
$994K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
947+ 9.43% |
$81.1K - $93.4K
|
11K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
936+ 1.14% |
$80.1K - $92.3K
|
83.2K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
935+ 8.9% |
$80K - $92.2K
|
11.4K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
918+ 9.15% |
$78.6K - $90.5K
|
10.9K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
912+ 28.53% |
$78.1K - $89.9K
|
4.11K
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
911+ 0.07% |
$78K - $89.8K
|
1.23M
$141M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
900+ 27.08% |
$77K - $88.7K
|
4.22K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
889+ 2.67% |
$76.1K - $87.7K
|
34.2K
$3.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$6.89M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
861+ 6.91% |
$73.7K - $84.9K
|
13.3K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
842+ 7.04% |
$72.1K - $83K
|
12.8K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
841+ 18.64% |
$72K - $82.9K
|
5.35K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
840+ 43.19% |
$71.9K - $82.8K
|
2.79K
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
824+ 9.22% |
$70.5K - $81.3K
|
9.76K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
820+ 1.59% |
$70.2K - $80.9K
|
52.5K
$6.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
819+ 13.22% |
$70.1K - $80.8K
|
7.01K
$804K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
814+ 2.18% |
$69.7K - $80.3K
|
38.2K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
809+ 13.66% |
$69.3K - $79.8K
|
6.73K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
806+ 8.55% |
$69K - $79.5K
|
10.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
803+ 15.65% |
$68.7K - $79.2K
|
5.94K
$681K
|
|
|
Nov 06, 2024
Q3 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$68.5K - $78.9K
|
800
$91.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
787+ 3.33% |
$67.4K - $77.6K
|
24.4K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
775+ 2.74% |
$66.3K - $76.4K
|
29.1K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
758+ 5.93% |
$64.9K - $74.7K
|
13.5K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
755+ 7.79% |
$64.6K - $74.5K
|
10.5K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
754+ 6.49% |
$64.5K - $74.4K
|
12.4K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
754+ 12.21% |
$64.5K - $74.4K
|
6.93K
$795K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
754+ 12.09% |
$64.5K - $74.4K
|
6.99K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
751+ 1.47% |
$64.3K - $74.1K
|
52K
$5.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
747New |
$63.9K - $73.7K
|
747
$85.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
745+ 2.13% |
$63.8K - $73.5K
|
35.8K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
732+ 7.58% |
$62.7K - $72.2K
|
10.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
731+ 0.42% |
$62.6K - $72.1K
|
177K
$20.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
718+ 38.33% |
$61.5K - $70.8K
|
2.59K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
714+ 3.04% |
$61.1K - $70.4K
|
24.2K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
712+ 6.23% |
$60.9K - $70.2K
|
12.1K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
708+ 23.05% |
$60.6K - $69.8K
|
3.78K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
705+ 1.3% |
$60.3K - $69.5K
|
55K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
700+ 7.86% |
$59.9K - $69K
|
9.6K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
697+ 8.03% |
$59.7K - $68.7K
|
9.38K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
693+ 4.44% |
$59.3K - $68.3K
|
16.3K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
691+ 2.49% |
$59.1K - $68.1K
|
28.5K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
681+ 7.27% |
$58.3K - $67.2K
|
10K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
668+ 2.65% |
$57.2K - $65.9K
|
25.9K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
665+ 14.84% |
$56.9K - $65.6K
|
5.15K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
664+ 18.71% |
$56.8K - $65.5K
|
4.21K
$483K
|