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 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.13K+ 1.79% |
$110K - $129K
|
64.4K
$7.77M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 77.79% |
$110K - $129K
|
2.59K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.12K+ 3.63% |
$109K - $128K
|
32.1K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.12K+ 1.54% |
$109K - $128K
|
74.1K
$8.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$134K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.11K+ 9.88% |
$107K - $126K
|
12.3K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.11K+ 1.48% |
$107K - $126K
|
76K
$9.16M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.1K+ 26.34% |
$107K - $126K
|
5.29K
$638K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 56.17% |
$107K - $126K
|
3.06K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.09K+ 12.76% |
$106K - $124K
|
9.65K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$105K - $124K
|
1.09K
$131K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.06K+ 5.66% |
$103K - $121K
|
19.8K
$2.39M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.06KNew |
$102K - $121K
|
1.06K
$128K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 10.98% |
$102K - $120K
|
10.7K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.05K+ 43.47% |
$102K - $120K
|
3.47K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.04K+ 0.12% |
$101K - $118K
|
847K
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 1.27% |
$100K - $118K
|
83K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 3.12% |
$99.9K - $118K
|
34K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.03K+ 1.96% |
$99.7K - $117K
|
53.6K
$6.46M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.02K+ 8.97% |
$98.8K - $116K
|
12.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.02K+ 11.08% |
$98.5K - $116K
|
10.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.02K+ 17.56% |
$98.3K - $116K
|
6.8K
$820K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 0.57% |
$98.1K - $115K
|
179K
$21.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 12.7% |
$97.8K - $115K
|
8.96K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$97.5K - $115K
|
1.01K
$121K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1K+ 26.69% |
$97K - $114K
|
4.75K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1K+ 0.54% |
$96.9K - $114K
|
185K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
983New |
$95.2K - $112K
|
983
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 12.55% |
$94.6K - $111K
|
8.76K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
976+ 6.71% |
$94.5K - $111K
|
15.5K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
972+ 4.01% |
$94.2K - $111K
|
25.2K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
966+ 0.93% |
$93.6K - $110K
|
105K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
964+ 5.65% |
$93.4K - $110K
|
18K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
963+ 35.46% |
$93.3K - $110K
|
3.68K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
956+ 2.21% |
$92.6K - $109K
|
44.2K
$5.33M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
955+ 35.15% |
$92.5K - $109K
|
3.67K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
954+ 12.24% |
$92.4K - $109K
|
8.75K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
940+ 4.84% |
$91.1K - $107K
|
20.4K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
933+ 6.54% |
$90.4K - $106K
|
15.2K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
931+ 83.35% |
$90.2K - $106K
|
2.05K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
912+ 13.68% |
$88.3K - $104K
|
7.58K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
910+ 1.35% |
$88.2K - $104K
|
68.2K
$8.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
905+ 7.54% |
$87.7K - $103K
|
12.9K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
888New |
$86K - $101K
|
888
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
887+ 3.84% |
$85.9K - $101K
|
24K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
880+ 3.87% |
$85.2K - $100K
|
23.6K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 25.51% |
$85.1K - $100K
|
4.33K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
879+ 6.18% |
$85.1K - $100K
|
15.1K
$1.82M
|