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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 2.09% |
$479K - $657K
|
263K
$31.7M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$321K - $440K
|
3.6K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.41K+ 85.46% |
$304K - $417K
|
7.4K
$892K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.21KNew |
$286K - $393K
|
3.21K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$277K - $380K
|
3.11K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.69KNew |
$240K - $329K
|
2.69K
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$316K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44KNew |
$218K - $299K
|
2.44K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.3KNew |
$206K - $282K
|
2.3K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$201K - $276K
|
2.26K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$200K - $274K
|
2.24K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.23KNew |
$199K - $273K
|
2.23K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.22KNew |
$198K - $271K
|
2.22K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$196K - $269K
|
2.2K
$265K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.18KNew |
$195K - $267K
|
2.18K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.14KNew |
$191K - $261K
|
2.14K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$257K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$188K - $258K
|
2.11K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.1KNew |
$188K - $257K
|
2.1K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$187K - $257K
|
2.1K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$183K - $251K
|
2.06K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.05KNew |
$183K - $250K
|
2.05K
$247K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$182K - $249K
|
2.03K
$245K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.01K+ 16.01% |
$179K - $246K
|
14.6K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
2KNew |
$179K - $245K
|
2K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.99KNew |
$177K - $243K
|
1.99K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.96KNew |
$175K - $240K
|
1.96K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.96KNew |
$175K - $239K
|
1.96K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.9KNew |
$170K - $233K
|
1.9K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$168K - $231K
|
1.89K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$222K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$218K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.8KNew |
$160K - $220K
|
1.8K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$216K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$216K
|