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 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.91K+ 33.69% |
$185K - $217K
|
7.57K
$913K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
1.91K+ 7.83% |
$185K - $217K
|
26.2K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.88K+ 0.98% |
$183K - $215K
|
193K
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.86K+ 10.09% |
$180K - $212K
|
20.3K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.86K+ 1.74% |
$180K - $212K
|
109K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.85K+ 12.06% |
$180K - $211K
|
17.2K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 15.61% |
$180K - $211K
|
13.7K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.85K+ 2.68% |
$179K - $211K
|
70.9K
$8.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.85K+ 6.22% |
$179K - $211K
|
31.5K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.84K+ 4.5% |
$178K - $209K
|
42.6K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83K+ 0.03% |
$178K - $209K
|
5.25M
$633M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.83K+ 2.77% |
$177K - $209K
|
68K
$8.21M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.82K+ 22.61% |
$177K - $208K
|
9.89K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.81K+ 48.68% |
$175K - $206K
|
5.52K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.79K+ 30.02% |
$174K - $204K
|
7.76K
$936K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.78KNew |
$172K - $203K
|
1.78K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.77K+ 19.73% |
$171K - $202K
|
10.7K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.76K+ 20.23% |
$171K - $201K
|
10.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1.75K+ 3.42% |
$170K - $200K
|
53K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.75K+ 2.86% |
$170K - $200K
|
62.9K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.74K+ 5.09% |
$168K - $198K
|
35.8K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 21.16% |
$168K - $198K
|
9.93K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 3.08% |
$167K - $197K
|
57.9K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 11.1% |
$166K - $195K
|
17.1K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.7K+ 11.92% |
$165K - $194K
|
16K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.7K+ 6.34% |
$164K - $193K
|
28.5K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.7K+ 4.6% |
$164K - $193K
|
38.6K
$4.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 1.29% |
$164K - $193K
|
133K
$16M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.66K+ 48.19% |
$160K - $189K
|
5.09K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.64K+ 37.82% |
$159K - $187K
|
5.99K
$723K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.64K+ 11.64% |
$159K - $187K
|
15.8K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.64K+ 3.2% |
$159K - $187K
|
53K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.64K+ 3.88% |
$159K - $187K
|
43.9K
$5.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.64K+ 4.77% |
$158K - $187K
|
35.9K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.63K+ 5.42% |
$158K - $185K
|
31.6K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.62K+ 10.58% |
$157K - $185K
|
17K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.62K+ 3.17% |
$157K - $184K
|
52.6K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
1.62K+ 0.85% |
$156K - $184K
|
192K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.62K+ 78.25% |
$156K - $184K
|
3.68K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.61K+ 4.94% |
$156K - $184K
|
34.3K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.61K+ 96.41% |
$156K - $184K
|
3.28K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.6K+ 24.34% |
$155K - $182K
|
8.15K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.58K+ 12.79% |
$153K - $180K
|
13.9K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.58K+ 1.5% |
$153K - $180K
|
106K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.57K+ 16.52% |
$152K - $179K
|
11.1K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.56K+ 8.37% |
$151K - $178K
|
20.2K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.56K+ 4.78% |
$151K - $178K
|
34.2K
$4.12M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.56K+ 1.87% |
$151K - $177K
|
84.9K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 4.49% |
$149K - $176K
|
35.9K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.53K+ 1.87% |
$149K - $175K
|
83.5K
$10.1M
|