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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.72KNew |
$153K - $210K
|
1.72K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.71KNew |
$153K - $210K
|
1.71K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$198K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.71KNew |
$152K - $209K
|
1.71K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$197K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
1.69KNew |
$151K - $206K
|
1.69K
$195K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.69KNew |
$151K - $206K
|
1.69K
$195K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.68KNew |
$150K - $205K
|
1.68K
$194K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.67KNew |
$149K - $205K
|
1.67K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$149K - $204K
|
1.67K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$191K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$148K - $202K
|
1.65K
$191K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 58.39% |
$143K - $196K
|
4.34K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.35K+ 44.31% |
$121K - $166K
|
4.41K
$510K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 1.89% |
$98.1K - $134K
|
59.2K
$6.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.08K+ 8.36% |
$96.2K - $132K
|
14K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.03KNew |
$91.6K - $126K
|
1.03K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 50.0% |
$89.3K - $122K
|
3K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$89.3K - $122K
|
1K
$116K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 25.95% |
$66.1K - $90.5K
|
3.59K
$415K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
700+ 510.95% |
$62.5K - $85.7K
|
837
$96.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.42% |
$61.2K - $83.8K
|
164K
$18.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
599+ 8.69% |
$53.5K - $73.3K
|
7.49K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
576+ 7.17% |
$51.4K - $70.5K
|
8.61K
$996K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
547+ 7.13% |
$48.8K - $66.9K
|
8.22K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
512+ 441.38% |
$45.7K - $62.6K
|
628
$72.6K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
500New |
$44.6K - $61.2K
|
500
$57.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$44.6K - $61.2K
|
500
$57.8K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
418New |
$37.3K - $51.1K
|
418
$48.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
365+ 3.52% |
$32.6K - $44.7K
|
10.7K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.68M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
215+ 0.73% |
$19.2K - $26.3K
|
29.9K
$3.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
205+ 5.73% |
$18.3K - $25.1K
|
3.78K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 31.65% |
$17.9K - $24.5K
|
832
$96.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
CALL |
200New |
$17.9K - $24.5K
|
200
$23.1K
|