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 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
355+ 20.43% |
$32.8K - $41.7K
|
2.09K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
353+ 0.92% |
$32.6K - $41.5K
|
38.5K
$4.25M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
352+ 1.53% |
$32.5K - $41.4K
|
23.4K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
352+ 5.14% |
$32.5K - $41.4K
|
7.2K
$795K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
350New |
$32.3K - $41.2K
|
350
$38.6K
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
349+ 5.22% |
$32.2K - $41K
|
7.03K
$776K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
346+ 12.66% |
$32K - $40.7K
|
3.08K
$340K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
342+ 3.73% |
$31.6K - $40.2K
|
9.52K
$1.05M
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
342+ 14.79% |
$31.6K - $40.2K
|
2.66K
$293K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
342+ 7.19% |
$31.6K - $40.2K
|
5.1K
$563K
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
341New |
$31.5K - $40.1K
|
341
$37.6K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
341+ 4.54% |
$31.5K - $40.1K
|
7.86K
$867K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
337+ 5.44% |
$31.1K - $39.6K
|
6.53K
$721K
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
336+ 5.58% |
$31K - $39.5K
|
6.36K
$701K
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
336+ 1.02% |
$31K - $39.5K
|
33.4K
$3.68M
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
334+ 8.93% |
$30.9K - $39.3K
|
4.08K
$450K
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
331+ 4.55% |
$30.6K - $38.9K
|
7.61K
$840K
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
329+ 1.16% |
$30.4K - $38.7K
|
28.6K
$3.16M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
325+ 5.4% |
$30K - $38.2K
|
6.34K
$700K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
325+ 5.42% |
$30K - $38.2K
|
6.32K
$698K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
325+ 1.79% |
$30K - $38.2K
|
18.5K
$2.04M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
314New |
$29K - $36.9K
|
314
$34.7K
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
309+ 5.31% |
$28.5K - $36.3K
|
6.13K
$676K
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
309+ 6.49% |
$28.5K - $36.3K
|
5.07K
$560K
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
308+ 2.18% |
$28.5K - $36.2K
|
14.4K
$1.59M
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
308+ 2.34% |
$28.5K - $36.2K
|
13.5K
$1.49M
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
305+ 0.42% |
$28.2K - $35.9K
|
72.2K
$7.96M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
304+ 4.97% |
$28.1K - $35.8K
|
6.43K
$709K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
302New |
$27.9K - $35.5K
|
302
$33.3K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
302+ 0.78% |
$27.9K - $35.5K
|
38.8K
$4.28M
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
299+ 2.61% |
$27.6K - $35.2K
|
11.7K
$1.3M
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
298+ 5.71% |
$27.5K - $35K
|
5.52K
$609K
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
297+ 10.91% |
$27.4K - $34.9K
|
3.02K
$333K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
293+ 5.22% |
$27.1K - $34.5K
|
5.9K
$651K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
291+ 2.15% |
$26.9K - $34.2K
|
13.8K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
290New |
$26.8K - $34.1K
|
290
$32K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
283+ 4.83% |
$26.1K - $33.3K
|
6.14K
$678K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
279+ 2.68% |
$25.8K - $32.8K
|
10.7K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
277+ 7.17% |
$25.6K - $32.6K
|
4.14K
$457K
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
276+ 12.05% |
$25.5K - $32.5K
|
2.57K
$283K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
276+ 0.42% |
$25.5K - $32.5K
|
66.5K
$7.34M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
275+ 13.0% |
$25.4K - $32.3K
|
2.39K
$264K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
270+ 2.79% |
$24.9K - $31.8K
|
9.93K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
269+ 0.19% |
$24.9K - $31.6K
|
140K
$15.5M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
266+ 10.58% |
$24.6K - $31.3K
|
2.78K
$307K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
266+ 11.66% |
$24.6K - $31.3K
|
2.55K
$281K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
266+ 11.18% |
$24.6K - $31.3K
|
2.65K
$292K
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
264+ 4.51% |
$24.4K - $31K
|
6.12K
$676K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
264+ 8.36% |
$24.4K - $31K
|
3.42K
$378K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 2.14% |
$24.3K - $30.9K
|
12.5K
$1.38M
|