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 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.95K+ 2.93% |
$286K - $336K
|
104K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 34.33% |
$286K - $336K
|
11.5K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.94K+ 115.95% |
$285K - $336K
|
5.48K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.93K+ 65.07% |
$284K - $334K
|
7.44K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.93K+ 23.11% |
$284K - $334K
|
15.6K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.89K+ 3.48% |
$280K - $330K
|
86K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.89K+ 1605.56% |
$280K - $329K
|
3.07K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.89K+ 2.12% |
$280K - $329K
|
139K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.89K+ 2.42% |
$280K - $329K
|
122K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.88K+ 1.69% |
$279K - $328K
|
173K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.85K+ 61.1% |
$276K - $325K
|
7.51K
$906K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.85K+ 20.26% |
$276K - $324K
|
16.9K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.82K+ 8.47% |
$273K - $321K
|
36.1K
$4.35M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.81K+ 35.14% |
$272K - $320K
|
10.8K
$1.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.8K+ 61.07% |
$271K - $319K
|
7.39K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.49% |
$271K - $319K
|
35.7K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
2.78K+ 73.15% |
$269K - $317K
|
6.58K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.78K+ 25.81% |
$269K - $317K
|
13.6K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.78K+ 3.39% |
$269K - $316K
|
84.7K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.74K+ 1.99% |
$265K - $312K
|
140K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.73K+ 11.56% |
$265K - $312K
|
26.4K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.72K+ 19.21% |
$264K - $310K
|
16.9K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.69K+ 13.59% |
$261K - $307K
|
22.5K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
2.68KNew |
$260K - $306K
|
2.68K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.64K+ 9.45% |
$256K - $301K
|
30.6K
$3.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.63KNew |
$255K - $300K
|
2.63K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.61KNew |
$252K - $297K
|
2.61K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.6KNew |
$252K - $297K
|
2.6K
$314K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59K+ 70.58% |
$251K - $295K
|
6.26K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$247K - $290K
|
2.55K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.53K+ 9.62% |
$245K - $288K
|
28.8K
$3.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.53K+ 29.49% |
$245K - $288K
|
11.1K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.52K+ 20.84% |
$244K - $288K
|
14.6K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.49KNew |
$241K - $284K
|
2.49K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.49K+ 5.34% |
$241K - $283K
|
49.1K
$5.92M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
2.48KNew |
$240K - $282K
|
2.48K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.47K+ 401.3% |
$239K - $282K
|
3.09K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.47K+ 3.88% |
$239K - $282K
|
66.2K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.46K+ 5.93% |
$238K - $280K
|
44K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 1.67% |
$238K - $280K
|
150K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.44K+ 4.49% |
$237K - $279K
|
56.9K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.43K+ 125.28% |
$236K - $277K
|
4.38K
$528K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.42KNew |
$235K - $276K
|
2.42K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.41KNew |
$234K - $275K
|
2.41K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.41K+ 39.52% |
$234K - $275K
|
8.51K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.4K+ 3.93% |
$233K - $274K
|
63.5K
$7.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.4K+ 23.31% |
$233K - $274K
|
12.7K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.4KNew |
$232K - $274K
|
2.4K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.4K+ 6.92% |
$232K - $273K
|
37K
$4.46M
|