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 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3KNew |
$291K - $342K
|
3K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.95K+ 2.93% |
$286K - $336K
|
104K
$9.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.94K+ 115.95% |
$285K - $336K
|
5.48K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.93K+ 65.07% |
$284K - $334K
|
7.44K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.89K+ 3.48% |
$280K - $330K
|
86K
$7.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.89K+ 1605.56% |
$280K - $329K
|
3.07K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.89K+ 2.12% |
$280K - $329K
|
139K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.88K+ 1.69% |
$279K - $328K
|
173K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.85K+ 61.1% |
$276K - $325K
|
7.51K
$692K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.85K+ 20.26% |
$276K - $324K
|
16.9K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.82K+ 8.47% |
$273K - $321K
|
36.1K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.81K+ 35.14% |
$272K - $320K
|
10.8K
$995K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.8K+ 8.49% |
$271K - $319K
|
35.7K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.78K+ 25.81% |
$269K - $317K
|
13.6K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.73K+ 11.56% |
$265K - $312K
|
26.4K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.72K+ 19.21% |
$264K - $310K
|
16.9K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.69K+ 13.59% |
$261K - $307K
|
22.5K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.63KNew |
$255K - $300K
|
2.63K
$242K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59K+ 70.58% |
$251K - $295K
|
6.26K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.53K+ 9.62% |
$245K - $288K
|
28.8K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.53K+ 29.49% |
$245K - $288K
|
11.1K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.52K+ 20.84% |
$244K - $288K
|
14.6K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.47K+ 401.3% |
$239K - $282K
|
3.09K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 1.67% |
$238K - $280K
|
150K
$13.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.42KNew |
$235K - $276K
|
2.42K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 9.03% |
$235K - $276K
|
29.2K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.41KNew |
$234K - $275K
|
2.41K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.41K+ 39.52% |
$234K - $275K
|
8.51K
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.4K+ 3.93% |
$233K - $274K
|
63.5K
$5.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.4K+ 23.31% |
$233K - $274K
|
12.7K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.4K+ 6.92% |
$232K - $273K
|
37K
$3.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.37K+ 4.5% |
$229K - $270K
|
54.9K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.32K+ 32.25% |
$225K - $264K
|
9.51K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.31K+ 1.1% |
$224K - $263K
|
213K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2.27K+ 21.91% |
$220K - $259K
|
12.6K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.24KNew |
$217K - $256K
|
2.24K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.24KNew |
$217K - $255K
|
2.24K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.23K+ 3.92% |
$216K - $254K
|
59.1K
$5.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
2.22K+ 0.57% |
$215K - $254K
|
390K
$35.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.22KNew |
$215K - $253K
|
2.22K
$204K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
2.21K+ 49.63% |
$214K - $252K
|
6.65K
$613K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.2K+ 12.98% |
$214K - $251K
|
19.2K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.13K+ 28.09% |
$207K - $243K
|
9.72K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.12KNew |
$206K - $242K
|
2.12K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
2.1KNew |
$203K - $239K
|
2.1K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.09KNew |
$202K - $238K
|
2.09K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.07K+ 2.94% |
$201K - $236K
|
72.6K
$6.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.05K+ 16.85% |
$199K - $234K
|
14.2K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.05KNew |
$199K - $234K
|
2.05K
$189K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.05K+ 18.63% |
$198K - $233K
|
13K
$1.2M
|