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 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
869+ 7.05% |
$84.2K - $99.1K
|
13.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
859+ 2.66% |
$83.2K - $97.9K
|
33.2K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
855+ 10.14% |
$82.8K - $97.5K
|
9.29K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
842+ 4.66% |
$81.6K - $96K
|
18.9K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
833+ 3.6% |
$80.7K - $95K
|
24K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
827+ 3.88% |
$80.1K - $94.3K
|
22.2K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
825+ 1.82% |
$79.9K - $94.1K
|
46.3K
$4.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
815+ 6.42% |
$78.9K - $92.9K
|
13.5K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
813+ 16.62% |
$78.8K - $92.7K
|
5.71K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
797+ 5.38% |
$77.2K - $90.9K
|
15.6K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
792+ 17.69% |
$76.7K - $90.3K
|
5.27K
$485K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
791+ 9.88% |
$76.6K - $90.2K
|
8.8K
$810K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
788+ 1.27% |
$76.3K - $89.8K
|
63K
$5.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
777+ 1.19% |
$75.3K - $88.6K
|
65.9K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
742+ 2.32% |
$71.9K - $84.6K
|
32.7K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
736New |
$71.3K - $83.9K
|
736
$67.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
732+ 6.6% |
$70.9K - $83.4K
|
11.8K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
726+ 11.3% |
$70.3K - $82.8K
|
7.15K
$659K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
723+ 8.41% |
$70K - $82.4K
|
9.32K
$858K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
717+ 6.3% |
$69.5K - $81.7K
|
12.1K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
703+ 35.2% |
$68.1K - $80.1K
|
2.7K
$249K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
696+ 25.45% |
$67.4K - $79.3K
|
3.43K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
681+ 9.09% |
$66K - $77.6K
|
8.17K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
679+ 1.28% |
$65.8K - $77.4K
|
53.6K
$4.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
675+ 4.93% |
$65.4K - $77K
|
14.4K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
669+ 22.25% |
$64.8K - $76.3K
|
3.68K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
665+ 15.39% |
$64.4K - $75.8K
|
4.99K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
656+ 1.24% |
$63.5K - $74.8K
|
53.4K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
648+ 2.87% |
$62.8K - $73.9K
|
23.2K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
647+ 4.39% |
$62.7K - $73.8K
|
15.4K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
646+ 18.93% |
$62.6K - $73.6K
|
4.06K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
642+ 1.91% |
$62.2K - $73.2K
|
34.2K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
638+ 23.23% |
$61.8K - $72.7K
|
3.38K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
635+ 1.03% |
$61.5K - $72.4K
|
62.3K
$5.74M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
634+ 12.41% |
$61.4K - $72.3K
|
5.74K
$529K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
629+ 4.82% |
$60.9K - $71.7K
|
13.7K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
619+ 1.68% |
$60K - $70.6K
|
37.4K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
619+ 2.01% |
$60K - $70.6K
|
31.4K
$2.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
615+ 0.94% |
$59.6K - $70.1K
|
65.8K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
608+ 11.0% |
$58.9K - $69.3K
|
6.13K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
604+ 8.66% |
$58.5K - $68.9K
|
7.58K
$698K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
603+ 5.78% |
$58.4K - $68.7K
|
11K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
600+ 9.47% |
$58.1K - $68.4K
|
6.93K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
586+ 3.61% |
$56.8K - $66.8K
|
16.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
585+ 1.09% |
$56.7K - $66.7K
|
54.4K
$5.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
584+ 14.48% |
$56.6K - $66.6K
|
4.62K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
574+ 26.94% |
$55.6K - $65.4K
|
2.71K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
574+ 6.57% |
$55.6K - $65.4K
|
9.31K
$857K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
567+ 4.45% |
$54.9K - $64.6K
|
13.3K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
546+ 2.26% |
$52.9K - $62.2K
|
24.7K
$2.28M
|