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 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
191+ 3.29% |
$18.5K - $21.8K
|
6K
$553K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
189+ 1.77% |
$18.3K - $21.5K
|
10.9K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
188+ 2.81% |
$18.2K - $21.4K
|
6.87K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
182+ 6.76% |
$17.6K - $20.7K
|
2.87K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 2.27% |
$17.4K - $20.5K
|
8.1K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
180+ 6.12% |
$17.4K - $20.5K
|
3.12K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180+ 2.75% |
$17.4K - $20.5K
|
6.73K
$620K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
175+ 3.71% |
$17K - $20K
|
4.9K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
174+ 8.31% |
$16.9K - $19.8K
|
2.27K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
172+ 1.8% |
$16.7K - $19.6K
|
9.73K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
170+ 1.21% |
$16.5K - $19.4K
|
14.2K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
167+ 7.13% |
$16.2K - $19K
|
2.51K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
166+ 3.39% |
$16.1K - $18.9K
|
5.07K
$467K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
164+ 1.31% |
$15.9K - $18.7K
|
12.7K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163+ 2.52% |
$15.8K - $18.6K
|
6.63K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 2.2% |
$15.5K - $18.2K
|
7.44K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
160+ 2.61% |
$15.5K - $18.2K
|
6.28K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
158+ 1.41% |
$15.3K - $18K
|
11.4K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
156+ 5.69% |
$15.1K - $17.8K
|
2.9K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$15K - $17.7K
|
22.8K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
153+ 1.29% |
$14.8K - $17.4K
|
12K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
151+ 6.17% |
$14.6K - $17.2K
|
2.6K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
151+ 4.98% |
$14.6K - $17.2K
|
3.19K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
151New |
$14.6K - $17.2K
|
151
$13.9K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
150+ 6.19% |
$14.5K - $17.1K
|
2.57K
$237K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
149+ 4.14% |
$14.4K - $17K
|
3.75K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
148+ 2.62% |
$14.3K - $16.9K
|
5.8K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
147+ 4.28% |
$14.2K - $16.8K
|
3.58K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147New |
$14.2K - $16.8K
|
147
$13.5K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
145+ 6.72% |
$14K - $16.5K
|
2.3K
$212K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
142+ 1.1% |
$13.8K - $16.2K
|
13K
$1.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
142+ 4.81% |
$13.8K - $16.2K
|
3.09K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 2.49% |
$13.8K - $16.2K
|
5.85K
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
141+ 2.96% |
$13.7K - $16.1K
|
4.91K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.66% |
$13.5K - $15.8K
|
21.2K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
138+ 3.76% |
$13.4K - $15.7K
|
3.81K
$351K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
137+ 2.16% |
$13.3K - $15.6K
|
6.49K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
137+ 0.3% |
$13.3K - $15.6K
|
45.4K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
137+ 4.02% |
$13.3K - $15.6K
|
3.55K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
137+ 2.0% |
$13.3K - $15.6K
|
6.98K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134+ 0.13% |
$13K - $15.3K
|
101K
$9.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 0.19% |
$12.8K - $15K
|
71.2K
$6.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
132+ 3.5% |
$12.8K - $15K
|
3.91K
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
130+ 0.52% |
$12.6K - $14.8K
|
25.4K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$192K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129+ 0.32% |
$12.5K - $14.7K
|
40.7K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
128+ 2.23% |
$12.4K - $14.6K
|
5.87K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$11.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
124+ 0.66% |
$12K - $14.1K
|
18.9K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.87% |
$11.9K - $14K
|
14.2K
$1.31M
|