Purchases and Sales Made in Q1 2025 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2025. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
BUY
|
- |
10.3K+ 0.77% |
$1M - $1.18M
|
1.36M
$153M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.3KNew |
$1M - $1.18M
|
10.3K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.3K+ 171.04% |
$999K - $1.18M
|
16.3K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
10.3K+ 19.12% |
$998K - $1.17M
|
64.2K
$7.25M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.2KNew |
$990K - $1.16M
|
10.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2K+ 0.76% |
$989K - $1.16M
|
1.36M
$153M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$988K - $1.16M
|
10.2K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.2K+ 64.35% |
$984K - $1.16M
|
25.9K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10K+ 12.6% |
$973K - $1.15M
|
89.8K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10K+ 57.57% |
$972K - $1.14M
|
27.5K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
10K+ 4.82% |
$969K - $1.14M
|
218K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.85K+ 106.32% |
$954K - $1.12M
|
19.1K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.62K+ 2166.89% |
$932K - $1.1M
|
10.1K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
9.54K+ 829.57% |
$924K - $1.09M
|
10.7K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.51KNew |
$921K - $1.08M
|
9.51K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
9.42KNew |
$912K - $1.07M
|
9.42K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
9.4K+ 31.46% |
$910K - $1.07M
|
39.3K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.38K+ 119.22% |
$909K - $1.07M
|
17.3K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9.31KNew |
$902K - $1.06M
|
9.31K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.3K+ 9.93% |
$901K - $1.06M
|
103K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
9.3K+ 34.08% |
$901K - $1.06M
|
36.6K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
9.29KNew |
$900K - $1.06M
|
9.29K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.29K+ 9.76% |
$900K - $1.06M
|
104K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9.23K+ 3.81% |
$894K - $1.05M
|
252K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
9.1KNew |
$882K - $1.04M
|
9.1K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
9.05K+ 25.06% |
$876K - $1.03M
|
45.1K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9K+ 76.32% |
$872K - $1.03M
|
20.8K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.98K+ 5.62% |
$870K - $1.02M
|
169K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
8.96KNew |
$868K - $1.02M
|
8.96K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
8.79K+ 121.69% |
$851K - $1M
|
16K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.6K+ 1.22% |
$833K - $980K
|
712K
$80.4M
|
|
|
May 07, 2025
Q1 2025
|
Oldfield Partners LLP
|
BUY
|
- |
8.4K+ 1.57% |
$814K - $958K
|
543K
$61.3M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
8.38KNew |
$812K - $955K
|
8.38K
$946K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
8.19K+ 9.39% |
$793K - $934K
|
95.4K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
8.15K+ 2.05% |
$790K - $930K
|
406K
$45.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.08K+ 175.43% |
$783K - $921K
|
12.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8K+ 14.59% |
$775K - $912K
|
62.8K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
8KNew |
$775K - $912K
|
8K
$904K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
7.99K+ 20.52% |
$774K - $911K
|
46.9K
$5.3M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.81K+ 7.29% |
$757K - $891K
|
115K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.77K+ 20.77% |
$753K - $886K
|
45.2K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.74K+ 142.94% |
$750K - $882K
|
13.2K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
7.71K+ 19.76% |
$746K - $878K
|
46.7K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
7.69K+ 32.86% |
$745K - $877K
|
31.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.48K+ 1.17% |
$725K - $853K
|
645K
$72.9M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.47K+ 45.84% |
$723K - $851K
|
23.7K
$2.68M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.44KNew |
$721K - $849K
|
7.44K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.43K+ 9.69% |
$720K - $847K
|
84.1K
$9.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.39K+ 14.54% |
$716K - $842K
|
58.2K
$6.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
7.38K+ 15.54% |
$715K - $841K
|
54.9K
$6.2M
|