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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.38K+ 5.18% |
$231K - $272K
|
48.4K
$5.84M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.38K+ 1.82% |
$230K - $271K
|
133K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.37K+ 4.5% |
$229K - $270K
|
54.9K
$6.62M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.34K+ 0.98% |
$227K - $267K
|
241K
$29M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.32K+ 32.25% |
$225K - $264K
|
9.51K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.31K+ 1.1% |
$224K - $263K
|
213K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 0.46% |
$224K - $263K
|
507K
$61.1M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.29KNew |
$221K - $260K
|
2.29K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.28KNew |
$220K - $259K
|
2.28K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2.27K+ 21.91% |
$220K - $259K
|
12.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.27K+ 24.0% |
$220K - $259K
|
11.7K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.25K+ 3.24% |
$218K - $256K
|
71.6K
$8.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.24KNew |
$217K - $256K
|
2.24K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.24KNew |
$217K - $255K
|
2.24K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.23K+ 3.92% |
$216K - $254K
|
59.1K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.23K+ 36.84% |
$216K - $254K
|
8.27K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.23K+ 11.18% |
$216K - $254K
|
22.1K
$2.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
2.22K+ 0.57% |
$215K - $254K
|
390K
$47M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.22KNew |
$215K - $253K
|
2.22K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.22K+ 29.45% |
$215K - $253K
|
9.76K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 13.92% |
$214K - $252K
|
18.1K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
2.21K+ 49.63% |
$214K - $252K
|
6.65K
$803K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.2K+ 12.98% |
$214K - $251K
|
19.2K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.17K+ 3.56% |
$210K - $247K
|
63K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.14K+ 10.53% |
$207K - $244K
|
22.4K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 28.09% |
$207K - $243K
|
9.72K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.13K+ 17.88% |
$206K - $243K
|
14K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.13KNew |
$206K - $242K
|
2.13K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.12KNew |
$206K - $242K
|
2.12K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.12K+ 5.58% |
$205K - $241K
|
40K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
2.1KNew |
$203K - $239K
|
2.1K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.09KNew |
$202K - $238K
|
2.09K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.07K+ 2.94% |
$201K - $236K
|
72.6K
$8.76M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.06KNew |
$199K - $235K
|
2.06K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.05K+ 16.85% |
$199K - $234K
|
14.2K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.05KNew |
$199K - $234K
|
2.05K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05K+ 18.63% |
$198K - $233K
|
13K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$197K - $232K
|
2.03K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.02K+ 1.59% |
$196K - $230K
|
129K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.02K+ 15.58% |
$195K - $230K
|
15K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.01K+ 3.19% |
$194K - $229K
|
64.9K
$7.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 1.45% |
$194K - $228K
|
140K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.98K+ 2.11% |
$192K - $226K
|
95.7K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
1.98K+ 1.05% |
$192K - $225K
|
190K
$22.9M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.98K+ 29.71% |
$191K - $225K
|
8.62K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.95K+ 7.38% |
$189K - $222K
|
28.4K
$3.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.94K+ 2.68% |
$188K - $222K
|
74.6K
$9M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.93K+ 5.75% |
$187K - $220K
|
35.6K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.93K+ 4.77% |
$187K - $220K
|
42.4K
$5.12M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.93K+ 18.8% |
$187K - $220K
|
12.2K
$1.47M
|