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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.08K+ 4.5% |
$686K - $808K
|
165K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Marshfield Associates
Washington, DC |
BUY
|
- |
7.04K+ 0.44% |
$682K - $802K
|
1.6M
$181M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.97K+ 14.4% |
$675K - $794K
|
55.4K
$6.25M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.97KNew |
$675K - $794K
|
6.97K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.96K+ 51.1% |
$674K - $793K
|
20.6K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
6.87K+ 2.92% |
$665K - $783K
|
242K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.84KNew |
$663K - $780K
|
6.84K
$773K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.74K+ 23.25% |
$653K - $768K
|
35.7K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.69K+ 32.46% |
$648K - $762K
|
27.3K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.64K+ 37.85% |
$643K - $757K
|
24.2K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.57K+ 505.62% |
$637K - $749K
|
7.87K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.55K+ 11.74% |
$634K - $747K
|
62.3K
$7.04M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
6.55KNew |
$634K - $746K
|
6.55K
$739K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.5K+ 0.97% |
$630K - $741K
|
677K
$76.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.5K+ 16.93% |
$629K - $741K
|
44.9K
$5.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.4K+ 17.91% |
$620K - $729K
|
42.1K
$4.76M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.38K+ 2.43% |
$618K - $727K
|
269K
$30.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 5.2% |
$616K - $725K
|
129K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.35KNew |
$615K - $724K
|
6.35K
$717K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$610K - $718K
|
6.3K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.29K+ 16.6% |
$609K - $717K
|
44.2K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
6.27K+ 106.18% |
$607K - $715K
|
12.2K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.26K+ 41713.33% |
$606K - $713K
|
6.27K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.09K+ 13.49% |
$590K - $694K
|
51.2K
$5.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.09K+ 167.45% |
$589K - $694K
|
9.72K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
6.05K+ 6.71% |
$586K - $689K
|
96.2K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
6.04K+ 18.88% |
$585K - $689K
|
38K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.03KNew |
$584K - $687K
|
6.03K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.96K+ 26.72% |
$577K - $679K
|
28.3K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.9KNew |
$571K - $672K
|
5.9K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.9K+ 46.2% |
$571K - $672K
|
18.7K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.88K+ 2.65% |
$570K - $670K
|
228K
$25.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.87K+ 11.27% |
$569K - $669K
|
58K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
5.87KNew |
$568K - $669K
|
5.87K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.84K+ 3.53% |
$566K - $666K
|
171K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 9.02% |
$559K - $657K
|
69.7K
$7.88M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.73K+ 2.8% |
$555K - $653K
|
211K
$23.8M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.7K+ 2.33% |
$553K - $650K
|
250K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.63K+ 3.01% |
$545K - $641K
|
193K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.62KNew |
$545K - $641K
|
5.62K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 7.94% |
$544K - $640K
|
76.3K
$8.62M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.6K+ 164.25% |
$543K - $639K
|
9.01K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.59K+ 10.28% |
$542K - $637K
|
60K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
5.53K+ 42.24% |
$536K - $631K
|
18.6K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.51K+ 55.81% |
$534K - $628K
|
15.4K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.51K+ 73.53% |
$533K - $628K
|
13K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.5K+ 1.05% |
$533K - $627K
|
531K
$60M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.48K+ 2.65% |
$531K - $625K
|
212K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.4K+ 12.62% |
$523K - $616K
|
48.2K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.32K+ 1.61% |
$515K - $606K
|
336K
$38M
|