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 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.36K+ 2.39% |
$131K - $155K
|
58K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.34K+ 7.55% |
$130K - $153K
|
19.1K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.34K+ 39.14% |
$130K - $153K
|
4.76K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.34K+ 33.67% |
$130K - $153K
|
5.32K
$490K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34K+ 5.47% |
$130K - $153K
|
25.8K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.33K+ 22.61% |
$129K - $152K
|
7.24K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
1.32K+ 3.6% |
$128K - $151K
|
38K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.32K+ 0.57% |
$128K - $151K
|
233K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.3K+ 10.77% |
$125K - $148K
|
13.3K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.29K+ 3.86% |
$125K - $147K
|
34.7K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.26K+ 45.19% |
$122K - $143K
|
4.03K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.23K+ 3.93% |
$120K - $141K
|
32.6K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.23K+ 33.18% |
$120K - $141K
|
4.95K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.22K+ 5.85% |
$118K - $139K
|
22K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 55.65% |
$115K - $136K
|
3.33K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.17K+ 10.99% |
$113K - $133K
|
11.8K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.7% |
$112K - $132K
|
18.5K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.16K+ 15.52% |
$112K - $132K
|
8.64K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.15K+ 13.85% |
$111K - $131K
|
9.46K
$872K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.14K+ 6.54% |
$110K - $130K
|
18.6K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
1.13K+ 9.66% |
$110K - $129K
|
12.9K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.13K+ 77.79% |
$110K - $129K
|
2.59K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
1.12K+ 3.63% |
$109K - $128K
|
32.1K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.11KNew |
$107K - $126K
|
1.11K
$102K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.11K+ 9.88% |
$107K - $126K
|
12.3K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 56.17% |
$107K - $126K
|
3.06K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.09KNew |
$105K - $124K
|
1.09K
$99.9K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.05K+ 10.98% |
$102K - $120K
|
10.7K
$981K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 1.27% |
$100K - $118K
|
83K
$7.64M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.03K+ 3.12% |
$99.9K - $118K
|
34K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 0.57% |
$98.1K - $115K
|
179K
$16.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 12.7% |
$97.8K - $115K
|
8.96K
$825K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$97.5K - $115K
|
1.01K
$92.8K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1K+ 26.69% |
$97K - $114K
|
4.75K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1K+ 0.54% |
$96.9K - $114K
|
185K
$17.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
977+ 12.55% |
$94.6K - $111K
|
8.76K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
976+ 6.71% |
$94.5K - $111K
|
15.5K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
964+ 5.65% |
$93.4K - $110K
|
18K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
963+ 35.46% |
$93.3K - $110K
|
3.68K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
955+ 35.15% |
$92.5K - $109K
|
3.67K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
940+ 4.84% |
$91.1K - $107K
|
20.4K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
931+ 83.35% |
$90.2K - $106K
|
2.05K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
912+ 13.68% |
$88.3K - $104K
|
7.58K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
905+ 7.54% |
$87.7K - $103K
|
12.9K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
889New |
$86.1K - $101K
|
889
$81.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
888New |
$86K - $101K
|
888
$81.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
887+ 3.84% |
$85.9K - $101K
|
24K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
880+ 3.87% |
$85.2K - $100K
|
23.6K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
879+ 25.51% |
$85.1K - $100K
|
4.33K
$398K
|