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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
373+ 1.85% |
$36.1K - $42.5K
|
20.6K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
369+ 215.79% |
$35.7K - $42.1K
|
540
$49.7K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
368+ 3.24% |
$35.6K - $42K
|
11.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
366+ 6.37% |
$35.5K - $41.7K
|
6.11K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 12.83% |
$35K - $41.2K
|
3.17K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
357+ 1.01% |
$34.6K - $40.7K
|
35.6K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
355+ 2.82% |
$34.4K - $40.5K
|
12.9K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 4.85% |
$34.4K - $40.5K
|
7.67K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
353+ 0.72% |
$34.2K - $40.2K
|
49.4K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
348+ 4.93% |
$33.7K - $39.7K
|
7.41K
$682K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
345+ 10.04% |
$33.4K - $39.3K
|
3.78K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
340+ 1.76% |
$32.9K - $38.8K
|
19.7K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
334+ 0.3% |
$32.4K - $38.1K
|
110K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
333+ 0.84% |
$32.3K - $38K
|
39.8K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
328+ 14.12% |
$31.8K - $37.4K
|
2.65K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
324+ 4.26% |
$31.4K - $36.9K
|
7.94K
$731K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
324+ 0.84% |
$31.4K - $36.9K
|
38.7K
$3.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
319+ 4.19% |
$30.9K - $36.4K
|
7.94K
$731K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
318+ 8.59% |
$30.8K - $36.3K
|
4.02K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
317+ 1.33% |
$30.7K - $36.1K
|
24.2K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
316+ 13.83% |
$30.6K - $36K
|
2.6K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
312+ 0.98% |
$30.2K - $35.6K
|
32.2K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
311+ 0.46% |
$30.1K - $35.5K
|
67.5K
$6.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
309+ 3.3% |
$29.9K - $35.2K
|
9.67K
$891K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
302+ 12.76% |
$29.3K - $34.4K
|
2.67K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
300+ 20.11% |
$29.1K - $34.2K
|
1.79K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300+ 67.11% |
$29.1K - $34.2K
|
747
$68.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
293+ 1.26% |
$28.4K - $33.4K
|
23.6K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
287+ 0.45% |
$27.8K - $32.7K
|
64.6K
$5.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
284+ 2.57% |
$27.5K - $32.4K
|
11.3K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
283+ 1.06% |
$27.4K - $32.3K
|
26.9K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
281+ 5.82% |
$27.2K - $32K
|
5.11K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
281+ 10.7% |
$27.2K - $32K
|
2.91K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
280+ 3.78% |
$27.1K - $31.9K
|
7.68K
$707K
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
273+ 0.81% |
$26.4K - $31.1K
|
33.8K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
273+ 1.67% |
$26.4K - $31.1K
|
16.6K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
272+ 2.23% |
$26.3K - $31K
|
12.5K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
269+ 0.1% |
$26.1K - $30.7K
|
271K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
267+ 11.64% |
$25.9K - $30.4K
|
2.56K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
267New |
$25.9K - $30.4K
|
267
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
263+ 2.72% |
$25.5K - $30K
|
9.93K
$914K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
263+ 2.92% |
$25.5K - $30K
|
9.28K
$855K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
260+ 5.33% |
$25.2K - $29.6K
|
5.13K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
251+ 3.41% |
$24.3K - $28.6K
|
7.61K
$701K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
251+ 8.28% |
$24.3K - $28.6K
|
3.28K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
250+ 4.73% |
$24.2K - $28.5K
|
5.54K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
250+ 4.05% |
$24.2K - $28.5K
|
6.42K
$591K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
249+ 2.67% |
$24.1K - $28.4K
|
9.57K
$882K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
249+ 2.72% |
$24.1K - $28.4K
|
9.39K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
248+ 9.3% |
$24K - $28.3K
|
2.92K
$269K
|