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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
541+ 49.91% |
$52.4K - $61.7K
|
1.63K
$150K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
539+ 1.51% |
$52.2K - $61.4K
|
36.3K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
539+ 1.13% |
$52.2K - $61.4K
|
48.2K
$4.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
535+ 9.78% |
$51.8K - $61K
|
6.01K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
529+ 24.8% |
$51.2K - $60.3K
|
2.66K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
529New |
$51.2K - $60.3K
|
529
$48.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
522+ 15.99% |
$50.6K - $59.5K
|
3.79K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
522+ 9.25% |
$50.6K - $59.5K
|
6.17K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
519+ 3.04% |
$50.3K - $59.2K
|
17.6K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
510+ 4.87% |
$49.4K - $58.1K
|
11K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
506+ 1.19% |
$49K - $57.7K
|
42.9K
$3.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
505+ 2.43% |
$48.9K - $57.6K
|
21.3K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 11.57% |
$48.4K - $57K
|
4.82K
$444K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
498+ 10.45% |
$48.2K - $56.8K
|
5.26K
$485K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
494+ 3.76% |
$47.9K - $56.3K
|
13.6K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
491+ 3.35% |
$47.6K - $56K
|
15.1K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
484+ 0.96% |
$46.9K - $55.2K
|
50.7K
$4.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
475+ 14.99% |
$46K - $54.2K
|
3.64K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
467+ 24.5% |
$45.2K - $53.2K
|
2.37K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
466+ 3.33% |
$45.1K - $53.1K
|
14.5K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
465+ 5.9% |
$45K - $53K
|
8.35K
$769K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
463+ 21.97% |
$44.9K - $52.8K
|
2.57K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
457+ 2.82% |
$44.3K - $52.1K
|
16.7K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
450+ 3.0% |
$43.6K - $51.3K
|
15.5K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
444+ 18.35% |
$43K - $50.6K
|
2.86K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
441+ 19.84% |
$42.7K - $50.3K
|
2.66K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
436+ 1.01% |
$42.2K - $49.7K
|
43.7K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
434+ 5.88% |
$42K - $49.5K
|
7.82K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
431+ 16.49% |
$41.8K - $49.1K
|
3.04K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
425+ 0.66% |
$41.2K - $48.5K
|
64.8K
$5.97M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
425+ 5.47% |
$41.2K - $48.5K
|
8.19K
$755K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
415+ 2.0% |
$40.2K - $47.3K
|
21.1K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
408+ 18.17% |
$39.5K - $46.5K
|
2.65K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
394+ 7.0% |
$38.2K - $44.9K
|
6.02K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
393+ 17.41% |
$38.1K - $44.8K
|
2.65K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
390+ 12.83% |
$37.8K - $44.5K
|
3.43K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
386+ 8.85% |
$37.4K - $44K
|
4.75K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
383+ 4.4% |
$37.1K - $43.7K
|
9.09K
$837K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
375+ 4.57% |
$36.3K - $42.8K
|
8.59K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
375+ 0.63% |
$36.3K - $42.8K
|
59.7K
$5.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
374+ 4.69% |
$36.2K - $42.6K
|
8.35K
$769K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
373+ 1.85% |
$36.1K - $42.5K
|
20.6K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
369+ 215.79% |
$35.7K - $42.1K
|
540
$49.7K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
368+ 3.24% |
$35.6K - $42K
|
11.7K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
366+ 6.37% |
$35.5K - $41.7K
|
6.11K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
361+ 12.83% |
$35K - $41.2K
|
3.17K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
357+ 1.01% |
$34.6K - $40.7K
|
35.6K
$3.28M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
355+ 2.82% |
$34.4K - $40.5K
|
12.9K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 4.85% |
$34.4K - $40.5K
|
7.67K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
353+ 0.72% |
$34.2K - $40.2K
|
49.4K
$4.55M
|