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 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.28K+ 1429.81% |
$511K - $601K
|
5.65K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.27K+ 19.71% |
$510K - $601K
|
32K
$3.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.24KNew |
$508K - $598K
|
5.24K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.23K+ 7.26% |
$507K - $597K
|
77.3K
$8.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.2K+ 8.42% |
$504K - $593K
|
67K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.2KNew |
$504K - $593K
|
5.2K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.13K+ 60.85% |
$497K - $585K
|
13.6K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.13K+ 277.03% |
$496K - $584K
|
6.98K
$788K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
5.12K+ 15.13% |
$495K - $583K
|
38.9K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.1K+ 135.72% |
$494K - $581K
|
8.85K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.06K+ 3.16% |
$490K - $577K
|
165K
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
5.05K+ 87.5% |
$489K - $575K
|
10.8K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
5.01K+ 0.81% |
$485K - $571K
|
621K
$70.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 7.14% |
$484K - $570K
|
75K
$8.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.97K+ 3.64% |
$481K - $566K
|
142K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.91K+ 1.48% |
$476K - $560K
|
336K
$38M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.88K+ 6.18% |
$473K - $557K
|
83.9K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.85K+ 16.64% |
$470K - $553K
|
34K
$3.84M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
4.83K+ 127.8% |
$468K - $551K
|
8.61K
$973K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.78KNew |
$463K - $545K
|
4.78K
$540K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.72K+ 4.71% |
$457K - $538K
|
105K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.68KNew |
$453K - $533K
|
4.68K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.68K+ 119.52% |
$453K - $533K
|
8.59K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4.66K+ 1.65% |
$452K - $532K
|
287K
$32.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 8.15% |
$447K - $526K
|
61.3K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.52K+ 15.2% |
$437K - $515K
|
34.2K
$3.87M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4.5K+ 128.57% |
$436K - $513K
|
8K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.47K+ 106.05% |
$433K - $509K
|
8.68K
$981K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.42K+ 5.16% |
$428K - $504K
|
90.1K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.38KNew |
$424K - $499K
|
4.38K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.36K+ 4.97% |
$422K - $497K
|
92.1K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.34K+ 11.0% |
$420K - $495K
|
43.8K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.32KNew |
$418K - $492K
|
4.32K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
4.32K+ 61.75% |
$418K - $492K
|
11.3K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.29K+ 8.88% |
$416K - $489K
|
52.6K
$5.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.28K+ 0.68% |
$415K - $488K
|
633K
$71.6M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.26K+ 0.79% |
$413K - $486K
|
543K
$61.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.26K+ 105.42% |
$412K - $485K
|
8.3K
$937K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.22K+ 163.18% |
$409K - $481K
|
6.81K
$769K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
4.21KNew |
$407K - $479K
|
4.21K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.17K+ 4.62% |
$404K - $475K
|
94.3K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.17K+ 223.31% |
$404K - $475K
|
6.03K
$681K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.13K+ 21.21% |
$400K - $470K
|
23.6K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.12K+ 24.86% |
$399K - $469K
|
20.7K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
4.09K+ 16.98% |
$396K - $466K
|
28.2K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.07K+ 6.07% |
$394K - $464K
|
71.2K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.06K+ 3.07% |
$393K - $463K
|
136K
$15.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.06K+ 1.81% |
$393K - $462K
|
229K
$25.8M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.01KNew |
$388K - $457K
|
4.01K
$452K
|