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 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
123+ 0.25% |
$11.9K - $14K
|
48.4K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
122+ 1.05% |
$11.8K - $13.9K
|
11.7K
$1.08M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
121+ 0.1% |
$11.7K - $13.8K
|
117K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
120+ 0.12% |
$11.6K - $13.7K
|
98K
$9.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
118+ 4.47% |
$11.4K - $13.5K
|
2.76K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 22.52% |
$11.2K - $13.2K
|
631
$58.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
113+ 0.82% |
$10.9K - $12.9K
|
14K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113+ 0.43% |
$10.9K - $12.9K
|
26.1K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
113+ 0.72% |
$10.9K - $12.9K
|
15.9K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
110+ 1.53% |
$10.7K - $12.5K
|
7.28K
$671K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.15% |
$10.7K - $12.5K
|
5.22K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
107+ 0.26% |
$10.4K - $12.2K
|
41.8K
$3.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.29% |
$10.2K - $12K
|
36.7K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
105+ 2.88% |
$10.2K - $12K
|
3.76K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 2.05% |
$9.98K - $11.7K
|
5.13K
$473K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 1.58% |
$9.88K - $11.6K
|
6.55K
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
101+ 29.19% |
$9.78K - $11.5K
|
447
$41.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100+ 106.38% |
$9.69K - $11.4K
|
194
$17.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
98+ 1.0% |
$9.49K - $11.2K
|
9.85K
$908K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
97+ 95.1% |
$9.4K - $11.1K
|
199
$18.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
96New |
$9.3K - $10.9K
|
96
$8.84K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
96+ 6.1% |
$9.3K - $10.9K
|
1.67K
$154K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
93+ 1.7% |
$9.01K - $10.6K
|
5.56K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
92+ 1.08% |
$8.91K - $10.5K
|
8.58K
$791K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
90+ 4.24% |
$8.72K - $10.3K
|
2.22K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
89+ 2.35% |
$8.62K - $10.1K
|
3.88K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
88+ 4.11% |
$8.52K - $10K
|
2.23K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
86+ 0.13% |
$8.33K - $9.8K
|
64.1K
$5.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82+ 1.78% |
$7.94K - $9.35K
|
4.7K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
82+ 17.63% |
$7.94K - $9.35K
|
547
$50.4K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
81+ 1.19% |
$7.85K - $9.23K
|
6.89K
$635K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
78+ 11.3% |
$7.56K - $8.89K
|
768
$70.7K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
78+ 0.13% |
$7.56K - $8.89K
|
59.4K
$5.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
77+ 2.5% |
$7.46K - $8.78K
|
3.15K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76New |
$7.36K - $8.66K
|
76
$7K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 2.93% |
$7.27K - $8.55K
|
2.63K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 1.79% |
$7.07K - $8.32K
|
4.15K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
73+ 1.28% |
$7.07K - $8.32K
|
5.76K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
71+ 0.79% |
$6.88K - $8.09K
|
9.01K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 1.12% |
$6.88K - $8.09K
|
6.42K
$591K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
71+ 0.32% |
$6.88K - $8.09K
|
22.4K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
70+ 0.11% |
$6.78K - $7.98K
|
64.9K
$5.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
68+ 2.85% |
$6.59K - $7.75K
|
2.45K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
67+ 3.29% |
$6.49K - $7.64K
|
2.1K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
66+ 7.01% |
$6.39K - $7.52K
|
1.01K
$92.8K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
66+ 0.09% |
$6.39K - $7.52K
|
74.3K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
66+ 1.08% |
$6.39K - $7.52K
|
6.17K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
65+ 1.11% |
$6.3K - $7.41K
|
5.9K
$544K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
65+ 0.9% |
$6.3K - $7.41K
|
7.32K
$674K
|