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 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
113+ 0.43% |
$10.9K - $12.9K
|
26.1K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
113+ 0.72% |
$10.9K - $12.9K
|
15.9K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
113+ 3.37% |
$10.9K - $12.9K
|
3.47K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
111+ 2.94% |
$10.8K - $12.7K
|
3.88K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
110+ 1.53% |
$10.7K - $12.5K
|
7.28K
$878K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
110+ 2.15% |
$10.7K - $12.5K
|
5.22K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
108+ 2.21% |
$10.5K - $12.3K
|
4.99K
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
107+ 0.26% |
$10.4K - $12.2K
|
41.8K
$5.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
105+ 0.29% |
$10.2K - $12K
|
36.7K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
105+ 2.88% |
$10.2K - $12K
|
3.76K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
105+ 1.9% |
$10.2K - $12K
|
5.63K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
103+ 2.05% |
$9.98K - $11.7K
|
5.13K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 1.58% |
$9.88K - $11.6K
|
6.55K
$790K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
101+ 29.19% |
$9.78K - $11.5K
|
447
$53.9K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
101+ 3.41% |
$9.78K - $11.5K
|
3.06K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100+ 106.38% |
$9.69K - $11.4K
|
194
$23.4K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
100+ 3.66% |
$9.69K - $11.4K
|
2.84K
$342K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
100+ 3.52% |
$9.69K - $11.4K
|
2.94K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
99+ 0.6% |
$9.59K - $11.3K
|
16.5K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
98+ 1.0% |
$9.49K - $11.2K
|
9.85K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
97+ 95.1% |
$9.4K - $11.1K
|
199
$24K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
96New |
$9.3K - $10.9K
|
96
$11.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
96+ 6.1% |
$9.3K - $10.9K
|
1.67K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
93+ 1.7% |
$9.01K - $10.6K
|
5.56K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
92+ 1.08% |
$8.91K - $10.5K
|
8.58K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
92+ 0.97% |
$8.91K - $10.5K
|
9.61K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
90+ 4.24% |
$8.72K - $10.3K
|
2.22K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
89+ 2.35% |
$8.62K - $10.1K
|
3.88K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
88+ 4.11% |
$8.52K - $10K
|
2.23K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
87+ 19.59% |
$8.43K - $9.92K
|
531
$64K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
86+ 0.13% |
$8.33K - $9.8K
|
64.1K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
86+ 0.11% |
$8.33K - $9.8K
|
76.6K
$9.24M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
83+ 0.33% |
$8.04K - $9.46K
|
25.6K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
82+ 1.78% |
$7.94K - $9.35K
|
4.7K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
82+ 17.63% |
$7.94K - $9.35K
|
547
$66K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
81+ 1.19% |
$7.85K - $9.23K
|
6.89K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
79+ 7.81% |
$7.65K - $9.01K
|
1.09K
$131K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
78+ 11.3% |
$7.56K - $8.89K
|
768
$92.6K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
78+ 0.13% |
$7.56K - $8.89K
|
59.4K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
77+ 2.5% |
$7.46K - $8.78K
|
3.15K
$380K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
77+ 8.21% |
$7.46K - $8.78K
|
1.02K
$122K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76New |
$7.36K - $8.66K
|
76
$9.17K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
75+ 2.93% |
$7.27K - $8.55K
|
2.63K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
73+ 1.79% |
$7.07K - $8.32K
|
4.15K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
73+ 1.28% |
$7.07K - $8.32K
|
5.76K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
72+ 0.94% |
$6.97K - $8.21K
|
7.77K
$937K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
71+ 0.79% |
$6.88K - $8.09K
|
9.01K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
71+ 1.12% |
$6.88K - $8.09K
|
6.42K
$774K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
71+ 0.32% |
$6.88K - $8.09K
|
22.4K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
70+ 1.24% |
$6.78K - $7.98K
|
5.73K
$691K
|