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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
248+ 2.72% |
$24K - $28.3K
|
9.36K
$862K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
246+ 6.43% |
$23.8K - $28K
|
4.07K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
243+ 2.49% |
$23.5K - $27.7K
|
10K
$921K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
243+ 2.65% |
$23.5K - $27.7K
|
9.42K
$868K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
240+ 2.14% |
$23.2K - $27.4K
|
11.5K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
239+ 11.48% |
$23.2K - $27.2K
|
2.32K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
237+ 2.2% |
$23K - $27K
|
11K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
237+ 3.24% |
$23K - $27K
|
7.54K
$695K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
236+ 12.02% |
$22.9K - $26.9K
|
2.2K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
234+ 20.67% |
$22.7K - $26.7K
|
1.37K
$126K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 0.69% |
$22.6K - $26.6K
|
33.9K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
233+ 7.01% |
$22.6K - $26.6K
|
3.56K
$328K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
232+ 3.3% |
$22.5K - $26.4K
|
7.27K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
231+ 4.8% |
$22.4K - $26.3K
|
5.05K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
230+ 4.84% |
$22.3K - $26.2K
|
4.98K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
230+ 0.24% |
$22.3K - $26.2K
|
97.2K
$8.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
229+ 12.27% |
$22.2K - $26.1K
|
2.1K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
227New |
$22K - $25.9K
|
227
$20.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
226+ 5.56% |
$21.9K - $25.8K
|
4.29K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
226+ 1.06% |
$21.9K - $25.8K
|
21.6K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
225+ 70.98% |
$21.8K - $25.7K
|
542
$49.9K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
223+ 1.33% |
$21.6K - $25.4K
|
17K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
218+ 5.08% |
$21.1K - $24.9K
|
4.51K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
217+ 2.65% |
$21K - $24.7K
|
8.4K
$773K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
215+ 2.06% |
$20.8K - $24.5K
|
10.7K
$981K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214+ 0.64% |
$20.7K - $24.4K
|
33.9K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
213+ 0.45% |
$20.6K - $24.3K
|
47.4K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
212+ 1.11% |
$20.5K - $24.2K
|
19.3K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
212+ 3.49% |
$20.5K - $24.2K
|
6.28K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$20.2K - $23.8K
|
209
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
209+ 3.7% |
$20.2K - $23.8K
|
5.86K
$540K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
208+ 0.73% |
$20.1K - $23.7K
|
28.9K
$2.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
206+ 3.54% |
$20K - $23.5K
|
6.03K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
205+ 72.18% |
$19.9K - $23.4K
|
489
$45K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
204+ 0.35% |
$19.8K - $23.3K
|
57.8K
$5.32M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
203+ 0.91% |
$19.7K - $23.1K
|
22.6K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
203+ 5.37% |
$19.7K - $23.1K
|
3.98K
$367K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
202+ 21.91% |
$19.6K - $23K
|
1.12K
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 8.9% |
$19.4K - $22.8K
|
2.45K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
200+ 8.02% |
$19.4K - $22.8K
|
2.69K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 9.95% |
$19.4K - $22.8K
|
2.21K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
199+ 4.82% |
$19.3K - $22.7K
|
4.33K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
198+ 7.19% |
$19.2K - $22.6K
|
2.95K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
197+ 0.31% |
$19.1K - $22.5K
|
63.6K
$5.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
197+ 9.8% |
$19.1K - $22.5K
|
2.21K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
197+ 3.88% |
$19.1K - $22.5K
|
5.27K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
193+ 4.51% |
$18.7K - $22K
|
4.48K
$412K
|