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 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
876+ 2.27% |
$84.9K - $99.9K
|
39.5K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
873+ 39.88% |
$84.6K - $99.5K
|
3.06K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
872+ 67.75% |
$84.5K - $99.4K
|
2.16K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
869+ 7.05% |
$84.2K - $99.1K
|
13.2K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
859+ 2.66% |
$83.2K - $97.9K
|
33.2K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
857+ 62.19% |
$83K - $97.7K
|
2.24K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
855+ 10.14% |
$82.8K - $97.5K
|
9.29K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
842+ 4.66% |
$81.6K - $96K
|
18.9K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
839+ 3.23% |
$81.3K - $95.6K
|
26.8K
$3.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
833+ 3.6% |
$80.7K - $95K
|
24K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
830+ 7.78% |
$80.4K - $94.6K
|
11.5K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
827+ 3.88% |
$80.1K - $94.3K
|
22.2K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
827+ 2.18% |
$80.1K - $94.3K
|
38.7K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
825+ 1.82% |
$79.9K - $94.1K
|
46.3K
$5.58M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
823+ 4.59% |
$79.7K - $93.8K
|
18.8K
$2.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
815+ 6.42% |
$78.9K - $92.9K
|
13.5K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
813+ 16.62% |
$78.8K - $92.7K
|
5.71K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
797+ 5.38% |
$77.2K - $90.9K
|
15.6K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
792+ 17.69% |
$76.7K - $90.3K
|
5.27K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
792+ 1.23% |
$76.7K - $90.3K
|
65K
$7.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
791+ 9.88% |
$76.6K - $90.2K
|
8.8K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
791+ 7.15% |
$76.6K - $90.2K
|
11.8K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
788+ 1.27% |
$76.3K - $89.8K
|
63K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
778+ 2.2% |
$75.4K - $88.7K
|
36.2K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
777+ 1.19% |
$75.3K - $88.6K
|
65.9K
$7.95M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
742+ 2.32% |
$71.9K - $84.6K
|
32.7K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
736New |
$71.3K - $83.9K
|
736
$88.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
732+ 6.6% |
$70.9K - $83.4K
|
11.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
729+ 28.64% |
$70.6K - $83.1K
|
3.27K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
726+ 11.3% |
$70.3K - $82.8K
|
7.15K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
723+ 8.41% |
$70K - $82.4K
|
9.32K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
713New |
$69.1K - $81.3K
|
713
$86K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
703+ 35.2% |
$68.1K - $80.1K
|
2.7K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
700+ 2.76% |
$67.8K - $79.8K
|
26K
$3.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
696+ 25.45% |
$67.4K - $79.3K
|
3.43K
$414K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
689+ 9.79% |
$66.7K - $78.5K
|
7.72K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
687+ 7.04% |
$66.5K - $78.3K
|
10.4K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
681+ 9.09% |
$66K - $77.6K
|
8.17K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
680+ 4.07% |
$65.9K - $77.5K
|
17.4K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.28% |
$65.8K - $77.4K
|
53.6K
$6.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
675+ 4.93% |
$65.4K - $77K
|
14.4K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
670+ 24.6% |
$64.9K - $76.4K
|
3.39K
$409K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
669+ 22.25% |
$64.8K - $76.3K
|
3.68K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
665+ 15.39% |
$64.4K - $75.8K
|
4.99K
$601K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
663+ 9.68% |
$64.2K - $75.6K
|
7.51K
$906K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
656+ 1.24% |
$63.5K - $74.8K
|
53.4K
$6.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
648+ 2.87% |
$62.8K - $73.9K
|
23.2K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 4.39% |
$62.7K - $73.8K
|
15.4K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
646+ 18.93% |
$62.6K - $73.6K
|
4.06K
$489K
|