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
|
Autumn Glory Partners, LLC
|
BUY
|
- |
642+ 1.91% |
$62.2K - $73.2K
|
34.2K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
642+ 9.73% |
$62.2K - $73.2K
|
7.24K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
638+ 23.23% |
$61.8K - $72.7K
|
3.38K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
635+ 1.03% |
$61.5K - $72.4K
|
62.3K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
634+ 12.41% |
$61.4K - $72.3K
|
5.74K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
630+ 2.01% |
$61K - $71.8K
|
32K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
629+ 4.82% |
$60.9K - $71.7K
|
13.7K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
619+ 1.68% |
$60K - $70.6K
|
37.4K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
619+ 2.01% |
$60K - $70.6K
|
31.4K
$3.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.94% |
$59.6K - $70.1K
|
65.8K
$7.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
608+ 11.0% |
$58.9K - $69.3K
|
6.13K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 8.66% |
$58.5K - $68.9K
|
7.58K
$914K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
603+ 5.78% |
$58.4K - $68.7K
|
11K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
600+ 9.47% |
$58.1K - $68.4K
|
6.93K
$836K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
599New |
$58K - $68.3K
|
599
$72.2K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
592+ 3.15% |
$57.3K - $67.5K
|
19.4K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
591New |
$57.3K - $67.4K
|
591
$71.3K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
589+ 7.45% |
$57.1K - $67.1K
|
8.5K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
586+ 3.61% |
$56.8K - $66.8K
|
16.8K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
585+ 1.09% |
$56.7K - $66.7K
|
54.4K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
585+ 5.03% |
$56.7K - $66.7K
|
12.2K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
584+ 14.48% |
$56.6K - $66.6K
|
4.62K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
574+ 26.94% |
$55.6K - $65.4K
|
2.71K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
574+ 6.57% |
$55.6K - $65.4K
|
9.31K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
571+ 18.25% |
$55.3K - $65.1K
|
3.7K
$446K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
568+ 2.76% |
$55K - $64.8K
|
21.2K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
567+ 4.45% |
$54.9K - $64.6K
|
13.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
566+ 0.54% |
$54.8K - $64.5K
|
105K
$12.7M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
564+ 1.66% |
$54.6K - $64.3K
|
34.6K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
551+ 1.58% |
$53.4K - $62.8K
|
35.4K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
551+ 4.93% |
$53.4K - $62.8K
|
11.7K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
546+ 2.26% |
$52.9K - $62.2K
|
24.7K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 26.83% |
$52.9K - $62.2K
|
2.58K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
542New |
$52.5K - $61.8K
|
542
$65.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
541+ 49.91% |
$52.4K - $61.7K
|
1.63K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
540+ 7.89% |
$52.3K - $61.6K
|
7.38K
$890K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
539+ 1.51% |
$52.2K - $61.4K
|
36.3K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
539+ 1.13% |
$52.2K - $61.4K
|
48.2K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
536+ 20.69% |
$51.9K - $61.1K
|
3.13K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
535+ 9.78% |
$51.8K - $61K
|
6.01K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
529+ 24.8% |
$51.2K - $60.3K
|
2.66K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
529New |
$51.2K - $60.3K
|
529
$63.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
522+ 15.99% |
$50.6K - $59.5K
|
3.79K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
522+ 9.25% |
$50.6K - $59.5K
|
6.17K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
519+ 3.04% |
$50.3K - $59.2K
|
17.6K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
517+ 2.54% |
$50.1K - $58.9K
|
20.9K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
515+ 9.37% |
$49.9K - $58.7K
|
6.01K
$725K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
510+ 4.87% |
$49.4K - $58.1K
|
11K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
506+ 1.19% |
$49K - $57.7K
|
42.9K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 2.43% |
$48.9K - $57.6K
|
21.3K
$2.57M
|