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
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
48+ 2.04% |
$4.65K - $5.47K
|
2.4K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
48+ 2.25% |
$4.65K - $5.47K
|
2.18K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
47+ 0.81% |
$4.55K - $5.36K
|
5.88K
$710K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
47+ 0.65% |
$4.55K - $5.36K
|
7.23K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
46+ 0.84% |
$4.46K - $5.24K
|
5.49K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
46+ 1.28% |
$4.46K - $5.24K
|
3.65K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
44+ 0.66% |
$4.26K - $5.02K
|
6.74K
$813K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
44+ 1.64% |
$4.26K - $5.02K
|
2.72K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
44+ 1.76% |
$4.26K - $5.02K
|
2.54K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 8.14% |
$4.07K - $4.79K
|
558
$67.3K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 0.55% |
$3.97K - $4.67K
|
7.55K
$911K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
40New |
$3.87K - $4.56K
|
40
$4.82K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 0.73% |
$3.78K - $4.45K
|
5.38K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
39+ 1.57% |
$3.78K - $4.45K
|
2.52K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.6% |
$3.78K - $4.45K
|
6.52K
$786K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
38+ 4.67% |
$3.68K - $4.33K
|
852
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
38+ 1.53% |
$3.68K - $4.33K
|
2.52K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37+ 10.51% |
$3.58K - $4.22K
|
389
$46.9K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
37+ 0.25% |
$3.58K - $4.22K
|
15.1K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
36+ 0.61% |
$3.49K - $4.1K
|
5.95K
$717K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
36+ 0.73% |
$3.49K - $4.1K
|
4.95K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 10.94% |
$3.49K - $4.1K
|
365
$44K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
36New |
$3.49K - $4.1K
|
36
$4.34K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
35+ 2.39% |
$3.39K - $3.99K
|
1.5K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
35+ 1.72% |
$3.39K - $3.99K
|
2.07K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
35+ 0.18% |
$3.39K - $3.99K
|
19.7K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
35+ 0.91% |
$3.39K - $3.99K
|
3.89K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$4.1K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
34New |
$3.29K - $3.88K
|
34
$4.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33+ 1.22% |
$3.2K - $3.76K
|
2.73K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
32+ 0.88% |
$3.1K - $3.65K
|
3.65K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
32+ 1.54% |
$3.1K - $3.65K
|
2.12K
$255K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
31+ 1.03% |
$3K - $3.53K
|
3.04K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
31+ 1.34% |
$3K - $3.53K
|
2.35K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 1.22% |
$3K - $3.53K
|
2.57K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
30+ 0.9% |
$2.91K - $3.42K
|
3.35K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
30+ 1.57% |
$2.91K - $3.42K
|
1.94K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 1.52% |
$2.91K - $3.42K
|
2K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
30+ 0.73% |
$2.91K - $3.42K
|
4.12K
$497K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
30+ 1.37% |
$2.91K - $3.42K
|
2.21K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
30+ 0.45% |
$2.91K - $3.42K
|
6.63K
$799K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
29+ 1.3% |
$2.81K - $3.31K
|
2.27K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
28+ 175.0% |
$2.71K - $3.19K
|
44
$5.31K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 5.49% |
$2.71K - $3.19K
|
538
$64.9K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.81% |
$2.71K - $3.19K
|
3.47K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
28+ 0.19% |
$2.71K - $3.19K
|
14.7K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
27+ 0.87% |
$2.62K - $3.08K
|
3.14K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
27+ 0.3% |
$2.62K - $3.08K
|
9.11K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
27+ 207.69% |
$2.62K - $3.08K
|
40
$4.82K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
27+ 0.8% |
$2.62K - $3.08K
|
3.42K
$412K
|