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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
9+ 0.19% |
$872 - $1.03K
|
4.73K
$567K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.04% |
$775 - $912
|
22.8K
$2.73M
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
8+ 0.31% |
$775 - $912
|
2.62K
$315K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
8+ 0.26% |
$775 - $912
|
3.14K
$377K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
8+ 0.16% |
$775 - $912
|
4.86K
$584K
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8+ 0.36% |
$775 - $912
|
2.26K
$271K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.29% |
$775 - $912
|
2.79K
$335K
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 0.33% |
$775 - $912
|
2.4K
$288K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8+ 0.11% |
$775 - $912
|
7.02K
$842K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
8+ 0.05% |
$775 - $912
|
16.3K
$1.95M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
8+ 0.01% |
$775 - $912
|
95.5K
$11.5M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 15.91% |
$678 - $798
|
51
$6.12K
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
7+ 0.19% |
$678 - $798
|
3.62K
$435K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
7+ 0.11% |
$678 - $798
|
6.38K
$766K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.49% |
$678 - $798
|
1.44K
$173K
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.76K
$331K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 6.54% |
$678 - $798
|
114
$13.7K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7+ 0.25% |
$678 - $798
|
2.83K
$340K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
7+ 9.59% |
$678 - $798
|
80
$9.6K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
6+ 0.16% |
$581 - $684
|
3.83K
$460K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6+ 0.2% |
$581 - $684
|
2.96K
$355K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$581 - $684
|
2.47K
$296K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.13% |
$581 - $684
|
4.59K
$550K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6+ 1.38% |
$581 - $684
|
442
$53K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.26% |
$581 - $684
|
2.28K
$273K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.11% |
$581 - $684
|
5.29K
$635K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 0.76% |
$484 - $570
|
662
$79.4K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5+ 0.22% |
$484 - $570
|
2.28K
$273K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.48% |
$484 - $570
|
1.06K
$127K
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.02% |
$484 - $570
|
29.1K
$3.49M
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$484 - $570
|
1.61K
$193K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.24% |
$484 - $570
|
2.11K
$253K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.46% |
$484 - $570
|
1.1K
$132K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5+ 0.14% |
$484 - $570
|
3.62K
$434K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 2.7% |
$484 - $570
|
190
$22.8K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
5New |
$484 - $570
|
5
$600
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5+ 0.22% |
$484 - $570
|
2.31K
$277K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
5+ 0.1% |
$484 - $570
|
4.9K
$587K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.19% |
$387 - $456
|
2.12K
$254K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4+ 0.11% |
$387 - $456
|
3.59K
$431K
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
4+ 0.15% |
$387 - $456
|
2.6K
$312K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.04% |
$387 - $456
|
10.5K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4+ 0.14% |
$387 - $456
|
2.88K
$345K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.49% |
$387 - $456
|
815
$97.8K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.01% |
$387 - $456
|
31.9K
$3.83M
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.6% |
$291 - $342
|
507
$60.8K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3+ 0.09% |
$291 - $342
|
3.41K
$410K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.07% |
$291 - $342
|
4.3K
$516K
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
3+ 0.09% |
$291 - $342
|
3.17K
$380K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.05% |
$291 - $342
|
5.59K
$670K
|