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 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 5.1% |
$148K - $174K
|
31.5K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.53K+ 13.4% |
$148K - $174K
|
12.9K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.5K+ 6.81% |
$146K - $171K
|
23.6K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.49K+ 4.98% |
$144K - $170K
|
31.4K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.48K+ 3.75% |
$143K - $168K
|
40.9K
$4.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.47K+ 4.22% |
$142K - $167K
|
36.2K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.46K+ 0.66% |
$141K - $166K
|
224K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.46K+ 16.56% |
$141K - $166K
|
10.3K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.46K+ 10.45% |
$141K - $166K
|
15.4K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.45K+ 5.16% |
$140K - $165K
|
29.5K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.44K+ 9.3% |
$140K - $164K
|
16.9K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$173K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.4K+ 61.98% |
$136K - $160K
|
3.66K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 2.21% |
$135K - $159K
|
64.4K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.38K+ 4.25% |
$134K - $158K
|
33.9K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.37K+ 0.75% |
$133K - $156K
|
184K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.37K+ 5.35% |
$132K - $156K
|
26.9K
$3.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.36K+ 2.39% |
$131K - $155K
|
58K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 7.55% |
$130K - $153K
|
19.1K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.34K+ 39.14% |
$130K - $153K
|
4.76K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.34K+ 33.67% |
$130K - $153K
|
5.32K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34K+ 5.47% |
$130K - $153K
|
25.8K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.33K+ 22.61% |
$129K - $152K
|
7.24K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.33K+ 6.02% |
$128K - $151K
|
23.4K
$2.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.32K+ 3.6% |
$128K - $151K
|
38K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.32K+ 0.57% |
$128K - $151K
|
233K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 10.77% |
$125K - $148K
|
13.3K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.29K+ 3.86% |
$125K - $147K
|
34.7K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.27K+ 18.7% |
$123K - $145K
|
8.06K
$972K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.26K+ 45.19% |
$122K - $143K
|
4.03K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.25K+ 12.24% |
$121K - $143K
|
11.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1.24K+ 14.01% |
$120K - $141K
|
10.1K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.23K+ 3.93% |
$120K - $141K
|
32.6K
$3.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 33.18% |
$120K - $141K
|
4.95K
$597K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.22K+ 5.85% |
$118K - $139K
|
22K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.2K+ 11.93% |
$116K - $137K
|
11.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
1.19K+ 107.09% |
$116K - $136K
|
2.31K
$278K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 55.65% |
$115K - $136K
|
3.33K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 14.66% |
$115K - $135K
|
9.29K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.18K+ 45.73% |
$115K - $135K
|
3.77K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.17K+ 10.99% |
$113K - $133K
|
11.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.17K+ 0.73% |
$113K - $133K
|
162K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.7% |
$112K - $132K
|
18.5K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.16K+ 15.52% |
$112K - $132K
|
8.64K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.16K+ 3.88% |
$112K - $132K
|
31K
$3.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.15K+ 13.85% |
$111K - $131K
|
9.46K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.96% |
$111K - $131K
|
17.6K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.14K+ 6.54% |
$110K - $130K
|
18.6K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.14K+ 11.2% |
$110K - $130K
|
11.3K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.13K+ 9.66% |
$110K - $129K
|
12.9K
$1.55M
|