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 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$20.2K - $23.8K
|
209
$25.2K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
209+ 3.7% |
$20.2K - $23.8K
|
5.86K
$707K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
208+ 0.73% |
$20.1K - $23.7K
|
28.9K
$3.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
206+ 3.54% |
$20K - $23.5K
|
6.03K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
205+ 72.18% |
$19.9K - $23.4K
|
489
$59K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
204+ 0.35% |
$19.8K - $23.3K
|
57.8K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
204+ 4.51% |
$19.8K - $23.3K
|
4.73K
$571K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
203+ 0.91% |
$19.7K - $23.1K
|
22.6K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
203+ 5.37% |
$19.7K - $23.1K
|
3.98K
$481K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
202+ 21.91% |
$19.6K - $23K
|
1.12K
$136K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
201+ 2.74% |
$19.5K - $22.9K
|
7.53K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$32.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 8.9% |
$19.4K - $22.8K
|
2.45K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
200+ 8.02% |
$19.4K - $22.8K
|
2.69K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 9.95% |
$19.4K - $22.8K
|
2.21K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
199+ 4.82% |
$19.3K - $22.7K
|
4.33K
$522K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
198+ 7.19% |
$19.2K - $22.6K
|
2.95K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
197+ 0.31% |
$19.1K - $22.5K
|
63.6K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
197+ 9.8% |
$19.1K - $22.5K
|
2.21K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
197+ 3.88% |
$19.1K - $22.5K
|
5.27K
$636K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
193+ 4.51% |
$18.7K - $22K
|
4.48K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
191+ 3.29% |
$18.5K - $21.8K
|
6K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
189+ 1.77% |
$18.3K - $21.5K
|
10.9K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
188+ 2.81% |
$18.2K - $21.4K
|
6.87K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
182+ 6.76% |
$17.6K - $20.7K
|
2.87K
$347K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 2.27% |
$17.4K - $20.5K
|
8.1K
$977K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
180+ 6.12% |
$17.4K - $20.5K
|
3.12K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180+ 2.75% |
$17.4K - $20.5K
|
6.73K
$811K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
179+ 0.22% |
$17.3K - $20.4K
|
83.1K
$10M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
175+ 3.71% |
$17K - $20K
|
4.9K
$590K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
175+ 1.99% |
$17K - $20K
|
8.97K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
174+ 8.31% |
$16.9K - $19.8K
|
2.27K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
172+ 1.8% |
$16.7K - $19.6K
|
9.73K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
170+ 1.21% |
$16.5K - $19.4K
|
14.2K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
169+ 0.5% |
$16.4K - $19.3K
|
34.3K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
169+ 7.68% |
$16.4K - $19.3K
|
2.37K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
167+ 7.13% |
$16.2K - $19K
|
2.51K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
166+ 3.39% |
$16.1K - $18.9K
|
5.07K
$611K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
165+ 26.66% |
$16K - $18.8K
|
784
$94.6K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
165+ 0.13% |
$16K - $18.8K
|
129K
$15.6M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
164+ 1.31% |
$15.9K - $18.7K
|
12.7K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163+ 2.52% |
$15.8K - $18.6K
|
6.63K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 2.2% |
$15.5K - $18.2K
|
7.44K
$897K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
160+ 2.61% |
$15.5K - $18.2K
|
6.28K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
159+ 3.72% |
$15.4K - $18.1K
|
4.43K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
158+ 1.41% |
$15.3K - $18K
|
11.4K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
156+ 5.69% |
$15.1K - $17.8K
|
2.9K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$15K - $17.7K
|
22.8K
$2.74M
|