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
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$197K - $232K
|
2.03K
$187K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.02K+ 1.59% |
$196K - $230K
|
129K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.02K+ 15.58% |
$195K - $230K
|
15K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.01K+ 3.19% |
$194K - $229K
|
64.9K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 1.45% |
$194K - $228K
|
140K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.94K+ 2.68% |
$188K - $222K
|
74.6K
$6.87M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.93K+ 5.75% |
$187K - $220K
|
35.6K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.93K+ 18.8% |
$187K - $220K
|
12.2K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.91K+ 33.69% |
$185K - $217K
|
7.57K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
1.91K+ 7.83% |
$185K - $217K
|
26.2K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.86K+ 1.74% |
$180K - $212K
|
109K
$10M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 15.61% |
$180K - $211K
|
13.7K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.85K+ 2.68% |
$179K - $211K
|
70.9K
$6.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.85K+ 6.22% |
$179K - $211K
|
31.5K
$2.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.84K+ 4.5% |
$178K - $209K
|
42.6K
$3.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.81K+ 48.68% |
$175K - $206K
|
5.52K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.78KNew |
$172K - $203K
|
1.78K
$164K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
1.77K+ 19.73% |
$171K - $202K
|
10.7K
$989K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.76K+ 20.23% |
$171K - $201K
|
10.5K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.75K+ 2.86% |
$170K - $200K
|
62.9K
$5.79M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.74K+ 21.16% |
$168K - $198K
|
9.93K
$915K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.73K+ 3.08% |
$167K - $197K
|
57.9K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 11.1% |
$166K - $195K
|
17.1K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.7K+ 11.92% |
$165K - $194K
|
16K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.7K+ 6.34% |
$164K - $193K
|
28.5K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.7K+ 4.6% |
$164K - $193K
|
38.6K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 1.29% |
$164K - $193K
|
133K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.66K+ 48.19% |
$160K - $189K
|
5.09K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.64K+ 37.82% |
$159K - $187K
|
5.99K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.64K+ 11.64% |
$159K - $187K
|
15.8K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.64K+ 4.77% |
$158K - $187K
|
35.9K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.62K+ 3.17% |
$157K - $184K
|
52.6K
$4.85M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.61K+ 4.94% |
$156K - $184K
|
34.3K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.57K+ 16.52% |
$152K - $179K
|
11.1K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.56K+ 8.37% |
$151K - $178K
|
20.2K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.56K+ 4.78% |
$151K - $178K
|
34.2K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
1.56K+ 1.87% |
$151K - $177K
|
84.9K
$7.82M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1.53K+ 5.1% |
$148K - $174K
|
31.5K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.5K+ 6.81% |
$146K - $171K
|
23.6K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1.49K+ 4.98% |
$144K - $170K
|
31.4K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.48K+ 3.75% |
$143K - $168K
|
40.9K
$3.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.47K+ 4.22% |
$142K - $167K
|
36.2K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.46K+ 0.66% |
$141K - $166K
|
224K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.46K+ 16.56% |
$141K - $166K
|
10.3K
$945K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.46K+ 10.45% |
$141K - $166K
|
15.4K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.45K+ 5.16% |
$140K - $165K
|
29.5K
$2.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.44KNew |
$139K - $164K
|
1.44K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
1.37K+ 5.35% |
$132K - $156K
|
26.9K
$2.48M
|