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 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
503+ 16.88% |
$48.7K - $57.3K
|
3.48K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 11.57% |
$48.4K - $57K
|
4.82K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
500+ 10.73% |
$48.4K - $57K
|
5.16K
$622K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
498+ 10.45% |
$48.2K - $56.8K
|
5.26K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
494+ 3.76% |
$47.9K - $56.3K
|
13.6K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
491+ 3.35% |
$47.6K - $56K
|
15.1K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
490+ 2.42% |
$47.5K - $55.9K
|
20.7K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
487+ 1.0% |
$47.2K - $55.5K
|
49.3K
$5.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
484+ 0.96% |
$46.9K - $55.2K
|
50.7K
$6.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
475+ 14.99% |
$46K - $54.2K
|
3.64K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
467+ 24.5% |
$45.2K - $53.2K
|
2.37K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
466+ 3.33% |
$45.1K - $53.1K
|
14.5K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
465+ 5.9% |
$45K - $53K
|
8.35K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
463+ 21.97% |
$44.9K - $52.8K
|
2.57K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
459+ 7.89% |
$44.5K - $52.3K
|
6.28K
$757K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
457+ 2.82% |
$44.3K - $52.1K
|
16.7K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
450+ 3.0% |
$43.6K - $51.3K
|
15.5K
$1.86M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
449+ 1.05% |
$43.5K - $51.2K
|
43.1K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
445+ 27.8% |
$43.1K - $50.7K
|
2.05K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
445+ 0.14% |
$43.1K - $50.7K
|
329K
$39.7M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
444+ 18.35% |
$43K - $50.6K
|
2.86K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
441+ 19.84% |
$42.7K - $50.3K
|
2.66K
$321K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
436+ 1.01% |
$42.2K - $49.7K
|
43.7K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
436+ 0.17% |
$42.2K - $49.7K
|
265K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
436+ 3.01% |
$42.2K - $49.7K
|
14.9K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
434+ 5.88% |
$42K - $49.5K
|
7.82K
$943K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
431+ 16.49% |
$41.8K - $49.1K
|
3.04K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
431+ 12.11% |
$41.8K - $49.1K
|
3.99K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
426+ 18.09% |
$41.3K - $48.6K
|
2.78K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
425+ 0.66% |
$41.2K - $48.5K
|
64.8K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
425+ 5.47% |
$41.2K - $48.5K
|
8.19K
$988K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
415+ 2.0% |
$40.2K - $47.3K
|
21.1K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
408+ 18.17% |
$39.5K - $46.5K
|
2.65K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
395+ 13.44% |
$38.3K - $45K
|
3.33K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
394+ 7.0% |
$38.2K - $44.9K
|
6.02K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
393+ 17.41% |
$38.1K - $44.8K
|
2.65K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
390+ 12.83% |
$37.8K - $44.5K
|
3.43K
$414K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
390+ 9.15% |
$37.8K - $44.5K
|
4.65K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 8.85% |
$37.4K - $44K
|
4.75K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
383+ 4.4% |
$37.1K - $43.7K
|
9.09K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
376+ 23.62% |
$36.4K - $42.9K
|
1.97K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
375+ 4.57% |
$36.3K - $42.8K
|
8.59K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
375+ 0.63% |
$36.3K - $42.8K
|
59.7K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
374+ 4.69% |
$36.2K - $42.6K
|
8.35K
$1.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
373+ 1.85% |
$36.1K - $42.5K
|
20.6K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
369+ 215.79% |
$35.7K - $42.1K
|
540
$65.1K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
368+ 3.24% |
$35.6K - $42K
|
11.7K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
366+ 6.37% |
$35.5K - $41.7K
|
6.11K
$737K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
362+ 13.43% |
$35.1K - $41.3K
|
3.06K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 12.83% |
$35K - $41.2K
|
3.17K
$383K
|