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 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
153+ 1.29% |
$14.8K - $17.4K
|
12K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$14.8K - $17.4K
|
153
$18.5K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
153+ 2.94% |
$14.8K - $17.4K
|
5.35K
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
151+ 6.17% |
$14.6K - $17.2K
|
2.6K
$313K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
151+ 4.98% |
$14.6K - $17.2K
|
3.19K
$384K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
151New |
$14.6K - $17.2K
|
151
$18.2K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
151+ 5.54% |
$14.6K - $17.2K
|
2.88K
$347K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
150+ 6.19% |
$14.5K - $17.1K
|
2.57K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 3.39% |
$14.5K - $17.1K
|
4.58K
$552K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
149+ 4.14% |
$14.4K - $17K
|
3.75K
$452K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
148+ 2.62% |
$14.3K - $16.9K
|
5.8K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
147+ 4.28% |
$14.2K - $16.8K
|
3.58K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
147New |
$14.2K - $16.8K
|
147
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
145+ 6.72% |
$14K - $16.5K
|
2.3K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
143+ 14.06% |
$13.9K - $16.3K
|
1.16K
$140K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
142+ 1.1% |
$13.8K - $16.2K
|
13K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
142+ 4.81% |
$13.8K - $16.2K
|
3.09K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 2.49% |
$13.8K - $16.2K
|
5.85K
$706K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
141+ 2.96% |
$13.7K - $16.1K
|
4.91K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
139+ 0.66% |
$13.5K - $15.8K
|
21.2K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
139New |
$13.5K - $15.8K
|
139
$16.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
138+ 3.76% |
$13.4K - $15.7K
|
3.81K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
137+ 2.16% |
$13.3K - $15.6K
|
6.49K
$783K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
137+ 0.3% |
$13.3K - $15.6K
|
45.4K
$5.48M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
137+ 4.02% |
$13.3K - $15.6K
|
3.55K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
137+ 2.0% |
$13.3K - $15.6K
|
6.98K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
136+ 7.15% |
$13.2K - $15.5K
|
2.04K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
134+ 0.13% |
$13K - $15.3K
|
101K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 0.19% |
$12.8K - $15K
|
71.2K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
132+ 3.5% |
$12.8K - $15K
|
3.91K
$471K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
132+ 3.45% |
$12.8K - $15K
|
3.96K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
130+ 0.52% |
$12.6K - $14.8K
|
25.4K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
130+ 6.66% |
$12.6K - $14.8K
|
2.08K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129+ 0.32% |
$12.5K - $14.7K
|
40.7K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
128+ 2.23% |
$12.4K - $14.6K
|
5.87K
$708K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
127+ 1058.33% |
$12.3K - $14.5K
|
139
$16.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
125New |
$12.1K - $14.3K
|
125
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
125+ 0.02% |
$12.1K - $14.3K
|
830K
$100M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
124+ 0.66% |
$12K - $14.1K
|
18.9K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
124+ 4.07% |
$12K - $14.1K
|
3.17K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
123+ 0.87% |
$11.9K - $14K
|
14.2K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
123+ 0.25% |
$11.9K - $14K
|
48.4K
$5.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
122+ 1.05% |
$11.8K - $13.9K
|
11.7K
$1.41M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
121+ 0.1% |
$11.7K - $13.8K
|
117K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
120+ 0.12% |
$11.6K - $13.7K
|
98K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
119+ 3.99% |
$11.5K - $13.6K
|
3.1K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
119+ 4.38% |
$11.5K - $13.6K
|
2.84K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
118+ 4.47% |
$11.4K - $13.5K
|
2.76K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
116+ 22.52% |
$11.2K - $13.2K
|
631
$76.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
113+ 0.82% |
$10.9K - $12.9K
|
14K
$1.68M
|