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 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
505+ 1.2% |
$43.2K - $49.8K
|
42.7K
$4.9M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500+ 250.0% |
$42.8K - $49.3K
|
700
$80.3K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
500+ 2.23% |
$42.8K - $49.3K
|
22.9K
$2.63M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
500New |
$42.8K - $49.3K
|
500
$57.4K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
500New |
$42.8K - $49.3K
|
500
$57.4K
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
497+ 0.72% |
$42.5K - $49K
|
69.6K
$7.98M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
496+ 17.2% |
$42.5K - $48.9K
|
3.38K
$388K
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
484+ 12.4% |
$41.4K - $47.7K
|
4.39K
$503K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
477+ 8.45% |
$40.8K - $47K
|
6.12K
$702K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
475+ 19.97% |
$40.7K - $46.8K
|
2.85K
$327K
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
475+ 1.91% |
$40.7K - $46.8K
|
25.4K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
472+ 18.01% |
$40.4K - $46.5K
|
3.09K
$355K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
471+ 5.13% |
$40.3K - $46.4K
|
9.66K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
471+ 1.01% |
$40.3K - $46.4K
|
47.2K
$5.42M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
471+ 8.68% |
$40.3K - $46.4K
|
5.9K
$677K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
467+ 1.02% |
$40K - $46.1K
|
46.2K
$5.3M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
467+ 7.64% |
$40K - $46.1K
|
6.58K
$755K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
463+ 12.96% |
$39.6K - $45.7K
|
4.04K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
457+ 7.11% |
$39.1K - $45.1K
|
6.88K
$789K
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
457+ 4.11% |
$39.1K - $45.1K
|
11.6K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
446+ 14.13% |
$38.2K - $44K
|
3.6K
$413K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
439+ 18.99% |
$37.6K - $43.3K
|
2.75K
$316K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 11.8% |
$37.1K - $42.7K
|
4.1K
$471K
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
423+ 0.61% |
$36.2K - $41.7K
|
69.9K
$8.02M
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
422+ 7.03% |
$36.1K - $41.6K
|
6.43K
$737K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
421+ 5.79% |
$36K - $41.5K
|
7.69K
$882K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
409+ 6.38% |
$35K - $40.3K
|
6.82K
$782K
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
407+ 12.26% |
$34.8K - $40.1K
|
3.73K
$428K
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
400+ 10.18% |
$34.2K - $39.4K
|
4.33K
$497K
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
400+ 0.53% |
$34.2K - $39.4K
|
76.2K
$8.75M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
398+ 5.01% |
$34.1K - $39.2K
|
8.34K
$956K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
398+ 4.79% |
$34.1K - $39.2K
|
8.71K
$1M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
391+ 10.17% |
$33.5K - $38.6K
|
4.24K
$486K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
385+ 0.57% |
$33K - $38K
|
67.4K
$7.74M
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
380+ 8.87% |
$32.5K - $37.5K
|
4.66K
$535K
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
380+ 1.05% |
$32.5K - $37.5K
|
36.7K
$4.22M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
380+ 1.88% |
$32.5K - $37.5K
|
20.6K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
378+ 6.98% |
$32.4K - $37.3K
|
5.79K
$664K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
376New |
$32.2K - $37.1K
|
376
$43.1K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
376+ 0.27% |
$32.2K - $37.1K
|
142K
$16.2M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
374+ 2.23% |
$32K - $36.9K
|
17.1K
$1.96M
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
373+ 4.26% |
$31.9K - $36.8K
|
9.12K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
369+ 6.5% |
$31.6K - $36.4K
|
6.05K
$694K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
366+ 1.0% |
$31.3K - $36.1K
|
36.9K
$4.23M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
365+ 2.03% |
$31.2K - $36K
|
18.3K
$2.1M
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
362+ 16.5% |
$31K - $35.7K
|
2.56K
$293K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
358+ 0.74% |
$30.6K - $35.3K
|
48.7K
$5.58M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
358+ 2.26% |
$30.6K - $35.3K
|
16.2K
$1.86M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
353+ 1.05% |
$30.2K - $34.8K
|
34.1K
$3.91M
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
349+ 4.29% |
$29.9K - $34.4K
|
8.48K
$973K
|