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 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
70+ 0.11% |
$6.78K - $7.98K
|
64.9K
$7.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
68+ 2.85% |
$6.59K - $7.75K
|
2.45K
$296K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
68+ 2.06% |
$6.59K - $7.75K
|
3.37K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
67+ 3.29% |
$6.49K - $7.64K
|
2.1K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
67+ 3.16% |
$6.49K - $7.64K
|
2.19K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
66+ 7.01% |
$6.39K - $7.52K
|
1.01K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
66+ 0.09% |
$6.39K - $7.52K
|
74.3K
$8.96M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
66+ 1.08% |
$6.39K - $7.52K
|
6.17K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
65+ 1.11% |
$6.3K - $7.41K
|
5.9K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
65+ 0.9% |
$6.3K - $7.41K
|
7.32K
$883K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
63+ 1.1% |
$6.1K - $7.18K
|
5.78K
$697K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
62+ 1.31% |
$6.01K - $7.07K
|
4.8K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
62+ 1.04% |
$6.01K - $7.07K
|
6K
$724K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
62+ 0.4% |
$6.01K - $7.07K
|
15.7K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
62+ 0.56% |
$6.01K - $7.07K
|
11.2K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
60+ 2.36% |
$5.81K - $6.84K
|
2.6K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
60+ 0.2% |
$5.81K - $6.84K
|
30.3K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
60+ 2.14% |
$5.81K - $6.84K
|
2.86K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 55.14% |
$5.72K - $6.73K
|
166
$20K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
59+ 1.69% |
$5.72K - $6.73K
|
3.55K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
59+ 1.39% |
$5.72K - $6.73K
|
4.31K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58+ 1.62% |
$5.62K - $6.61K
|
3.63K
$438K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
58+ 0.08% |
$5.62K - $6.61K
|
76.4K
$9.21M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
58+ 0.66% |
$5.62K - $6.61K
|
8.79K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
57+ 21.92% |
$5.52K - $6.5K
|
317
$38.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
56+ 2.23% |
$5.42K - $6.38K
|
2.57K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
56+ 2.08% |
$5.42K - $6.38K
|
2.74K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
56+ 1.45% |
$5.42K - $6.38K
|
3.93K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
55+ 7.2% |
$5.33K - $6.27K
|
819
$98.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
54+ 0.72% |
$5.23K - $6.16K
|
7.57K
$913K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
54+ 2.23% |
$5.23K - $6.16K
|
2.48K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
53+ 0.28% |
$5.13K - $6.04K
|
18.8K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
53+ 0.41% |
$5.13K - $6.04K
|
13.1K
$1.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
52+ 0.6% |
$5.04K - $5.93K
|
8.73K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
52+ 0.46% |
$5.04K - $5.93K
|
11.3K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
52+ 2.55% |
$5.04K - $5.93K
|
2.09K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
51+ 0.67% |
$4.94K - $5.81K
|
7.69K
$927K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
51+ 0.13% |
$4.94K - $5.81K
|
38.3K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
51+ 0.45% |
$4.94K - $5.81K
|
11.3K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
51+ 2.53% |
$4.94K - $5.81K
|
2.07K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
50+ 2.4% |
$4.84K - $5.7K
|
2.14K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
50+ 1.09% |
$4.84K - $5.7K
|
4.65K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50+ 8.98% |
$4.84K - $5.7K
|
607
$73.2K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
50New |
$4.84K - $5.7K
|
50
$6.03K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
49+ 2.12% |
$4.75K - $5.59K
|
2.36K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
49+ 0.22% |
$4.75K - $5.59K
|
22.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
49New |
$4.75K - $5.59K
|
49
$5.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 3.87% |
$4.75K - $5.59K
|
1.31K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
49+ 1.65% |
$4.75K - $5.59K
|
3.02K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
48+ 3.43% |
$4.65K - $5.47K
|
1.45K
$174K
|