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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.44KNew |
$217K - $277K
|
2.44K
$282K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.36KNew |
$210K - $268K
|
2.36K
$273K
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.36KNew |
$210K - $267K
|
2.36K
$272K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2.28KNew |
$203K - $258K
|
2.28K
$263K
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$202K - $257K
|
2.27K
$262K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$261K
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.24KNew |
$199K - $253K
|
2.24K
$258K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.22KNew |
$197K - $251K
|
2.22K
$256K
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $246K
|
2.18K
$251K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.15KNew |
$191K - $243K
|
2.15K
$248K
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$243K
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$242K
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
2.09KNew |
$186K - $237K
|
2.09K
$241K
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.09KNew |
$186K - $236K
|
2.09K
$241K
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$185K - $236K
|
2.08K
$241K
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.08KNew |
$185K - $235K
|
2.08K
$240K
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.07KNew |
$185K - $235K
|
2.07K
$239K
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.06KNew |
$183K - $233K
|
2.06K
$238K
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.04KNew |
$182K - $231K
|
2.04K
$236K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
2.04KNew |
$181K - $231K
|
2.04K
$235K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.03KNew |
$181K - $230K
|
2.03K
$235K
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
2.01KNew |
$179K - $227K
|
2.01K
$232K
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$231K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.73KNew |
$154K - $196K
|
1.73K
$200K
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.47K+ 2.47% |
$131K - $166K
|
60.9K
$7.04M
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.33K+ 19.98% |
$118K - $150K
|
7.96K
$919K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08KNew |
$95.8K - $122K
|
1.08K
$124K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.07KNew |
$94.8K - $121K
|
1.07K
$123K
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
797+ 7.77% |
$70.9K - $90.2K
|
11.1K
$1.28M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
700New |
$62.3K - $79.2K
|
700
$80.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
522New |
$46.5K - $59.1K
|
522
$60.3K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
520New |
$46.3K - $58.9K
|
520
$60K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
517+ 1.98% |
$46K - $58.5K
|
26.6K
$3.07M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
486New |
$43.2K - $55K
|
486
$56.1K
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
483+ 5.66% |
$43K - $54.7K
|
9.01K
$1.04M
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
464New |
$41.3K - $52.5K
|
464
$53.6K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
435+ 11.58% |
$38.7K - $49.2K
|
4.19K
$484K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
434+ 13.73% |
$38.6K - $49.1K
|
3.6K
$415K
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
397+ 1.93% |
$35.3K - $44.9K
|
21K
$2.42M
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
375+ 9.17% |
$33.4K - $42.5K
|
4.47K
$515K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
305+ 9.76% |
$27.1K - $34.5K
|
3.43K
$396K
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
155New |
$13.8K - $17.5K
|
155
$17.9K
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
144+ 0.12% |
$12.8K - $16.3K
|
120K
$13.8M
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 4.61% |
$10.9K - $13.9K
|
2.79K
$322K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
118+ 4.44% |
$10.5K - $13.4K
|
2.77K
$320K
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
99+ 2.59% |
$8.81K - $11.2K
|
3.93K
$453K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
86+ 0.41% |
$7.65K - $9.74K
|
21.1K
$2.44M
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 1.99% |
$7.39K - $9.4K
|
4.26K
$491K
|