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 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
260+ 5.33% |
$25.2K - $29.6K
|
5.13K
$619K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
260+ 4.31% |
$25.2K - $29.6K
|
6.29K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
260+ 3.48% |
$25.2K - $29.6K
|
7.74K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
256+ 6.28% |
$24.8K - $29.2K
|
4.33K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
254+ 3.12% |
$24.6K - $29K
|
8.41K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
252+ 1.48% |
$24.4K - $28.7K
|
17.2K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
252+ 80.25% |
$24.4K - $28.7K
|
566
$68.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
251+ 3.41% |
$24.3K - $28.6K
|
7.61K
$918K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
251+ 8.28% |
$24.3K - $28.6K
|
3.28K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
251+ 4.55% |
$24.3K - $28.6K
|
5.77K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
250+ 4.73% |
$24.2K - $28.5K
|
5.54K
$668K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
250+ 4.05% |
$24.2K - $28.5K
|
6.42K
$774K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
249+ 2.67% |
$24.1K - $28.4K
|
9.57K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
249+ 2.72% |
$24.1K - $28.4K
|
9.39K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
248+ 9.3% |
$24K - $28.3K
|
2.92K
$352K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
248+ 2.72% |
$24K - $28.3K
|
9.36K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
246+ 6.43% |
$23.8K - $28K
|
4.07K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
243+ 2.49% |
$23.5K - $27.7K
|
10K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
243+ 2.65% |
$23.5K - $27.7K
|
9.42K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
242+ 2.45% |
$23.4K - $27.6K
|
10.1K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
240+ 2.14% |
$23.2K - $27.4K
|
11.5K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
239+ 11.48% |
$23.2K - $27.2K
|
2.32K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
237+ 2.2% |
$23K - $27K
|
11K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
237+ 3.24% |
$23K - $27K
|
7.54K
$910K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
237+ 592.5% |
$23K - $27K
|
277
$33.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
236+ 12.02% |
$22.9K - $26.9K
|
2.2K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
234+ 20.67% |
$22.7K - $26.7K
|
1.37K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
234+ 8.17% |
$22.7K - $26.7K
|
3.1K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
233+ 0.69% |
$22.6K - $26.6K
|
33.9K
$4.08M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
233+ 7.01% |
$22.6K - $26.6K
|
3.56K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
232+ 3.3% |
$22.5K - $26.4K
|
7.27K
$877K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
231+ 4.8% |
$22.4K - $26.3K
|
5.05K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
230+ 4.84% |
$22.3K - $26.2K
|
4.98K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
230+ 0.24% |
$22.3K - $26.2K
|
97.2K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
229+ 12.27% |
$22.2K - $26.1K
|
2.1K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
227New |
$22K - $25.9K
|
227
$27.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
226+ 5.56% |
$21.9K - $25.8K
|
4.29K
$518K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
226+ 1.06% |
$21.9K - $25.8K
|
21.6K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
225+ 70.98% |
$21.8K - $25.7K
|
542
$65.4K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
225New |
$21.8K - $25.7K
|
225
$27.1K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
223+ 1.33% |
$21.6K - $25.4K
|
17K
$2.05M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
218+ 5.08% |
$21.1K - $24.9K
|
4.51K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
217+ 2.65% |
$21K - $24.7K
|
8.4K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
217+ 1.71% |
$21K - $24.7K
|
12.9K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
215+ 2.06% |
$20.8K - $24.5K
|
10.7K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214+ 0.64% |
$20.7K - $24.4K
|
33.9K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
213+ 0.45% |
$20.6K - $24.3K
|
47.4K
$5.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
212+ 1.11% |
$20.5K - $24.2K
|
19.3K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
212+ 3.49% |
$20.5K - $24.2K
|
6.28K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
212+ 2.36% |
$20.5K - $24.2K
|
9.21K
$1.11M
|