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 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.81K+ 7.29% |
$757K - $891K
|
115K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
7.71K+ 19.76% |
$746K - $878K
|
46.7K
$4.3M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
7.69K+ 32.86% |
$745K - $877K
|
31.1K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.44KNew |
$721K - $849K
|
7.44K
$686K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.39K+ 14.54% |
$716K - $842K
|
58.2K
$5.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
7.38K+ 15.54% |
$715K - $841K
|
54.9K
$5.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.08K+ 4.5% |
$686K - $808K
|
165K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.97KNew |
$675K - $794K
|
6.97K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.96K+ 51.1% |
$674K - $793K
|
20.6K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.74K+ 23.25% |
$653K - $768K
|
35.7K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.69K+ 32.46% |
$648K - $762K
|
27.3K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.64K+ 37.85% |
$643K - $757K
|
24.2K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.57K+ 505.62% |
$637K - $749K
|
7.87K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.55K+ 11.74% |
$634K - $747K
|
62.3K
$5.74M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
6.55KNew |
$634K - $746K
|
6.55K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.5K+ 16.93% |
$629K - $741K
|
44.9K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.4K+ 17.91% |
$620K - $729K
|
42.1K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 5.2% |
$616K - $725K
|
129K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$610K - $718K
|
6.3K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
6.27K+ 106.18% |
$607K - $715K
|
12.2K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.26K+ 41713.33% |
$606K - $713K
|
6.27K
$578K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.09K+ 167.45% |
$589K - $694K
|
9.72K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
6.05K+ 6.71% |
$586K - $689K
|
96.2K
$8.86M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.03KNew |
$584K - $687K
|
6.03K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.96K+ 26.72% |
$577K - $679K
|
28.3K
$2.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.87K+ 11.27% |
$569K - $669K
|
58K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 9.02% |
$559K - $657K
|
69.7K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.7K+ 2.33% |
$553K - $650K
|
250K
$23.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.62KNew |
$545K - $641K
|
5.62K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 7.94% |
$544K - $640K
|
76.3K
$7.03M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.6K+ 164.25% |
$543K - $639K
|
9.01K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.51K+ 73.53% |
$533K - $628K
|
13K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.5K+ 1.05% |
$533K - $627K
|
531K
$49M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.48K+ 2.65% |
$531K - $625K
|
212K
$19.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.24KNew |
$508K - $598K
|
5.24K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.2K+ 8.42% |
$504K - $593K
|
67K
$6.17M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
5.12K+ 15.13% |
$495K - $583K
|
38.9K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.1K+ 135.72% |
$494K - $581K
|
8.85K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
5.05K+ 87.5% |
$489K - $575K
|
10.8K
$996K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
5.01K+ 0.81% |
$485K - $571K
|
621K
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 7.14% |
$484K - $570K
|
75K
$6.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$2.76M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.91K+ 1.48% |
$476K - $560K
|
336K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.88K+ 6.18% |
$473K - $557K
|
83.9K
$7.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
4.83K+ 127.8% |
$468K - $551K
|
8.61K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.78KNew |
$463K - $545K
|
4.78K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.72K+ 4.71% |
$457K - $538K
|
105K
$9.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.68KNew |
$453K - $533K
|
4.68K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 8.15% |
$447K - $526K
|
61.3K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.52K+ 15.2% |
$437K - $515K
|
34.2K
$3.15M
|