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 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.01KNew |
$388K - $457K
|
4.01K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
4K+ 14.29% |
$387K - $456K
|
32K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.99K+ 6.2% |
$386K - $455K
|
68.3K
$8.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.98K+ 1.13% |
$386K - $454K
|
356K
$43M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
3.98K+ 16.14% |
$386K - $454K
|
28.7K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 11.28% |
$386K - $454K
|
39.3K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.98K+ 34.68% |
$385K - $454K
|
15.5K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.97K+ 4.09% |
$385K - $453K
|
101K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.92K+ 23.71% |
$380K - $447K
|
20.4K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.9K+ 12.74% |
$378K - $444K
|
34.5K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
3.89K+ 3.17% |
$377K - $444K
|
127K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.86K+ 52.35% |
$374K - $440K
|
11.2K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.81KNew |
$369K - $434K
|
3.81K
$459K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.81K+ 3.01% |
$369K - $434K
|
130K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.75K+ 4.66% |
$363K - $428K
|
84.3K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.67KNew |
$355K - $418K
|
3.67K
$443K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.61K+ 24.53% |
$350K - $411K
|
18.3K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.61K+ 6.34% |
$349K - $411K
|
60.5K
$7.3M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.6KNew |
$349K - $410K
|
3.6K
$434K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
3.54K+ 160.2% |
$343K - $404K
|
5.75K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.48KNew |
$337K - $397K
|
3.48K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.44K+ 21.0% |
$333K - $392K
|
19.8K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 56.49% |
$329K - $388K
|
9.42K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.38K+ 3.9% |
$327K - $385K
|
90K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 6.86% |
$326K - $383K
|
52.4K
$6.31M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.34K+ 3.85% |
$323K - $381K
|
90.1K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.33K+ 6.18% |
$322K - $379K
|
57.1K
$6.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.32K+ 4.48% |
$321K - $378K
|
77.3K
$9.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$320K - $377K
|
3.31K
$399K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.3K+ 2.85% |
$319K - $376K
|
119K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.25K+ 29.67% |
$315K - $371K
|
14.2K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.24K+ 29.13% |
$314K - $369K
|
14.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.24K+ 5.25% |
$313K - $369K
|
64.9K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.23K+ 2.61% |
$313K - $368K
|
127K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.19K+ 2.34% |
$309K - $364K
|
140K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.16K+ 3.67% |
$306K - $361K
|
89.3K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.14K+ 16.0% |
$304K - $358K
|
22.8K
$2.74M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.13K+ 16.11% |
$303K - $357K
|
22.6K
$2.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 5.07% |
$302K - $355K
|
64.6K
$7.79M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.11KNew |
$302K - $355K
|
3.11K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.11KNew |
$301K - $355K
|
3.11K
$375K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
3.09K+ 10.13% |
$299K - $352K
|
33.6K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 4.35% |
$298K - $351K
|
73.7K
$8.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.07K+ 4.38% |
$298K - $350K
|
73.3K
$8.84M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.07KNew |
$297K - $350K
|
3.07K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.05K+ 6.84% |
$295K - $347K
|
47.6K
$5.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.03K+ 4.12% |
$294K - $345K
|
76.6K
$9.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 7.17% |
$293K - $344K
|
45.2K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3KNew |
$291K - $342K
|
3K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.95K+ 6.81% |
$286K - $337K
|
46.3K
$5.59M
|