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 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 58.39% |
$143K - $196K
|
4.34K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.35K+ 44.31% |
$121K - $166K
|
4.41K
$439K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2KNew |
$107K - $146K
|
1.2K
$119K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 1.89% |
$98.1K - $134K
|
59.2K
$5.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.08K+ 8.36% |
$96.2K - $132K
|
14K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 50.0% |
$89.3K - $122K
|
3K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$89.3K - $122K
|
1K
$99.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 25.95% |
$66.1K - $90.5K
|
3.59K
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.42% |
$61.2K - $83.8K
|
164K
$16.3M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
639+ 349.18% |
$57.1K - $78.2K
|
822
$81.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
599+ 8.69% |
$53.5K - $73.3K
|
7.49K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
576+ 7.17% |
$51.4K - $70.5K
|
8.61K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
547+ 7.13% |
$48.8K - $66.9K
|
8.22K
$818K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
512+ 441.38% |
$45.7K - $62.6K
|
628
$62.5K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
PUT |
500New |
$44.6K - $61.2K
|
500
$49.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$44.6K - $61.2K
|
500
$49.7K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
418New |
$37.3K - $51.1K
|
418
$41.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
365+ 3.52% |
$32.6K - $44.7K
|
10.7K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.44M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
215+ 0.73% |
$19.2K - $26.3K
|
29.9K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
200+ 31.65% |
$17.9K - $24.5K
|
832
$82.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
CALL |
200New |
$17.9K - $24.5K
|
200
$19.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
160+ 6.65% |
$14.3K - $19.6K
|
2.57K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
157+ 1.54% |
$14K - $19.2K
|
10.4K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
120New |
$10.7K - $14.7K
|
120
$11.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
120+ 1.32% |
$10.7K - $14.7K
|
9.18K
$913K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
106+ 4.1% |
$9.46K - $13K
|
2.69K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
102+ 7.45% |
$9.11K - $12.5K
|
1.47K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
100+ 3.66% |
$8.93K - $12.2K
|
2.83K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$8.65K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53+ 1.53% |
$4.73K - $6.49K
|
3.53K
$351K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$3.38K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
29+ 0.37% |
$2.59K - $3.55K
|
7.91K
$787K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.16% |
$2.32K - $3.18K
|
16.3K
$1.63M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
20+ 3.77% |
$1.79K - $2.45K
|
551
$54.8K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.73% |
$1.79K - $2.45K
|
2.76K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
11+ 0.39% |
$982 - $1.35K
|
2.8K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11+ 0.89% |
$982 - $1.35K
|
1.24K
$124K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
PUT |
9New |
$804 - $1.1K
|
9
$895
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
8+ 1.06% |
$714 - $979
|
766
$76.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 88.89% |
$714 - $979
|
17
$1.69K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$446 - $612
|
2.28K
$227K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3New |
$268 - $367
|
3
$298
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
121KNew |
$9.61M - $11.6M
|
121K
$12.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
55KNew |
$4.36M - $5.28M
|
55K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
54.5KNew |
$4.32M - $5.24M
|
54.5K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
50KNew |
$3.97M - $4.8M
|
50K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
47.7KNew |
$3.78M - $4.58M
|
47.7K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
44.3K+ 41.91% |
$3.51M - $4.26M
|
150K
$14.9M
|
|