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 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
360+ 0.32% |
$34.9K - $41K
|
112K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
359+ 16.71% |
$34.8K - $40.9K
|
2.51K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
357+ 1.01% |
$34.6K - $40.7K
|
35.6K
$4.3M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
355+ 2.82% |
$34.4K - $40.5K
|
12.9K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 4.85% |
$34.4K - $40.5K
|
7.67K
$925K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
353+ 0.72% |
$34.2K - $40.2K
|
49.4K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
353+ 4.19% |
$34.2K - $40.2K
|
8.78K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
351+ 6.99% |
$34K - $40K
|
5.37K
$648K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
348+ 4.93% |
$33.7K - $39.7K
|
7.41K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
346+ 1.96% |
$33.5K - $39.4K
|
18K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
346+ 2.11% |
$33.5K - $39.4K
|
16.7K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
345+ 10.04% |
$33.4K - $39.3K
|
3.78K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
340+ 1.76% |
$32.9K - $38.8K
|
19.7K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
340+ 22.4% |
$32.9K - $38.8K
|
1.86K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
334+ 0.3% |
$32.4K - $38.1K
|
110K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
333+ 0.84% |
$32.3K - $38K
|
39.8K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
331+ 10.55% |
$32.1K - $37.7K
|
3.47K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
328+ 14.12% |
$31.8K - $37.4K
|
2.65K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
324+ 4.26% |
$31.4K - $36.9K
|
7.94K
$957K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
324+ 0.84% |
$31.4K - $36.9K
|
38.7K
$4.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
319+ 4.19% |
$30.9K - $36.4K
|
7.94K
$957K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
318+ 8.59% |
$30.8K - $36.3K
|
4.02K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
317+ 1.33% |
$30.7K - $36.1K
|
24.2K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
316+ 13.83% |
$30.6K - $36K
|
2.6K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
315+ 3.84% |
$30.5K - $35.9K
|
8.52K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
312+ 0.98% |
$30.2K - $35.6K
|
32.2K
$3.88M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
311+ 0.46% |
$30.1K - $35.5K
|
67.5K
$8.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
309+ 3.3% |
$29.9K - $35.2K
|
9.67K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
302+ 12.76% |
$29.3K - $34.4K
|
2.67K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
300+ 20.11% |
$29.1K - $34.2K
|
1.79K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
300+ 67.11% |
$29.1K - $34.2K
|
747
$90.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
293+ 1.26% |
$28.4K - $33.4K
|
23.6K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
289+ 3.92% |
$28K - $32.9K
|
7.66K
$924K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
288+ 2.18% |
$27.9K - $32.8K
|
13.5K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
287+ 0.45% |
$27.8K - $32.7K
|
64.6K
$7.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
284+ 2.57% |
$27.5K - $32.4K
|
11.3K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
283+ 1.06% |
$27.4K - $32.3K
|
26.9K
$3.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
281+ 5.82% |
$27.2K - $32K
|
5.11K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
281+ 10.7% |
$27.2K - $32K
|
2.91K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
280+ 3.78% |
$27.1K - $31.9K
|
7.68K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
273+ 0.81% |
$26.4K - $31.1K
|
33.8K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
273+ 1.67% |
$26.4K - $31.1K
|
16.6K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
272+ 2.23% |
$26.3K - $31K
|
12.5K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
269+ 0.1% |
$26.1K - $30.7K
|
271K
$32.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
BUY
|
- |
267+ 11.64% |
$25.9K - $30.4K
|
2.56K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
267New |
$25.9K - $30.4K
|
267
$32.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
265+ 3.19% |
$25.7K - $30.2K
|
8.57K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
264+ 1.17% |
$25.6K - $30.1K
|
22.9K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
263+ 2.72% |
$25.5K - $30K
|
9.93K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
263+ 2.92% |
$25.5K - $30K
|
9.28K
$1.12M
|