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 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
35+ 0.18% |
$3.39K - $3.99K
|
19.7K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$3.13K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 1.22% |
$3.2K - $3.76K
|
2.73K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
32+ 0.88% |
$3.1K - $3.65K
|
3.65K
$336K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31+ 1.03% |
$3K - $3.53K
|
3.04K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31+ 1.34% |
$3K - $3.53K
|
2.35K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 1.22% |
$3K - $3.53K
|
2.57K
$237K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
30+ 0.9% |
$2.91K - $3.42K
|
3.35K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
30+ 1.57% |
$2.91K - $3.42K
|
1.94K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 1.52% |
$2.91K - $3.42K
|
2K
$184K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
30+ 0.73% |
$2.91K - $3.42K
|
4.12K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
29+ 1.3% |
$2.81K - $3.31K
|
2.27K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28+ 175.0% |
$2.71K - $3.19K
|
44
$4.05K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 5.49% |
$2.71K - $3.19K
|
538
$49.6K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.81% |
$2.71K - $3.19K
|
3.47K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
27+ 0.87% |
$2.62K - $3.08K
|
3.14K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$2.62K - $3.08K
|
9.11K
$839K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
27+ 207.69% |
$2.62K - $3.08K
|
40
$3.68K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
26+ 0.52% |
$2.52K - $2.96K
|
5.07K
$467K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
26+ 27.37% |
$2.52K - $2.96K
|
121
$11.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
25New |
$2.42K - $2.85K
|
25
$2.3K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 0.22% |
$2.42K - $2.85K
|
11.3K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24+ 1.11% |
$2.32K - $2.74K
|
2.18K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
22+ 0.79% |
$2.13K - $2.51K
|
2.8K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
21+ 0.98% |
$2.03K - $2.39K
|
2.17K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
20+ 0.78% |
$1.94K - $2.28K
|
2.6K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
19+ 0.79% |
$1.84K - $2.17K
|
2.41K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
19+ 0.6% |
$1.84K - $2.17K
|
3.21K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18+ 0.55% |
$1.74K - $2.05K
|
3.29K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18+ 0.25% |
$1.74K - $2.05K
|
7.22K
$665K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
17+ 0.59% |
$1.65K - $1.94K
|
2.9K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.6% |
$1.55K - $1.82K
|
2.69K
$248K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.35% |
$1.45K - $1.71K
|
4.35K
$401K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.68% |
$1.36K - $1.6K
|
2.08K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$1.36K - $1.6K
|
9.79K
$902K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.43% |
$1.36K - $1.6K
|
3.24K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.46% |
$1.36K - $1.6K
|
3.06K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
14+ 0.58% |
$1.36K - $1.6K
|
2.43K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14+ 0.39% |
$1.36K - $1.6K
|
3.6K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
13+ 0.22% |
$1.26K - $1.48K
|
6.02K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
13+ 0.06% |
$1.26K - $1.48K
|
22.4K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.36% |
$1.26K - $1.48K
|
3.59K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
12+ 0.3% |
$1.16K - $1.37K
|
4.01K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.16K - $1.37K
|
12
$1.11K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
12+ 0.4% |
$1.16K - $1.37K
|
3.03K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.62% |
$1.07K - $1.25K
|
1.79K
$165K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
10+ 0.09% |
$969 - $1.14K
|
11.3K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10+ 0.07% |
$969 - $1.14K
|
13.5K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.29% |
$969 - $1.14K
|
3.44K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
10+ 0.45% |
$969 - $1.14K
|
2.21K
$204K
|