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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.08K+ 175.43% |
$783K - $921K
|
12.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8K+ 14.59% |
$775K - $912K
|
62.8K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
8KNew |
$775K - $912K
|
8K
$846K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
7.99K+ 20.52% |
$774K - $911K
|
46.9K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
7.81K+ 7.29% |
$757K - $891K
|
115K
$12.1M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.77K+ 20.77% |
$753K - $886K
|
45.2K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.74K+ 142.94% |
$750K - $882K
|
13.2K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
7.71K+ 19.76% |
$746K - $878K
|
46.7K
$4.94M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
7.69K+ 32.86% |
$745K - $877K
|
31.1K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.48K+ 1.17% |
$725K - $853K
|
645K
$68.2M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.47K+ 45.84% |
$723K - $851K
|
23.7K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
7.44KNew |
$721K - $849K
|
7.44K
$787K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
7.43K+ 9.69% |
$720K - $847K
|
84.1K
$8.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.39K+ 14.54% |
$716K - $842K
|
58.2K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
7.38K+ 15.54% |
$715K - $841K
|
54.9K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.08K+ 4.5% |
$686K - $808K
|
165K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshfield Associates
Washington, DC |
BUY
|
- |
7.04K+ 0.44% |
$682K - $802K
|
1.6M
$169M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.97K+ 14.4% |
$675K - $794K
|
55.4K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
6.97KNew |
$675K - $794K
|
6.97K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
6.96K+ 51.1% |
$674K - $793K
|
20.6K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
6.87K+ 2.92% |
$665K - $783K
|
242K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.84KNew |
$663K - $780K
|
6.84K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.74K+ 23.25% |
$653K - $768K
|
35.7K
$3.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.69K+ 32.46% |
$648K - $762K
|
27.3K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.64K+ 37.85% |
$643K - $757K
|
24.2K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.57K+ 505.62% |
$637K - $749K
|
7.87K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.55K+ 11.74% |
$634K - $747K
|
62.3K
$6.59M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
6.55KNew |
$634K - $746K
|
6.55K
$692K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.5K+ 0.97% |
$630K - $741K
|
677K
$71.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.5K+ 16.93% |
$629K - $741K
|
44.9K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.4K+ 17.91% |
$620K - $729K
|
42.1K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.38K+ 2.43% |
$618K - $727K
|
269K
$28.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.36K+ 5.2% |
$616K - $725K
|
129K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.35KNew |
$615K - $724K
|
6.35K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$610K - $718K
|
6.3K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.29K+ 16.6% |
$609K - $717K
|
44.2K
$4.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
6.27K+ 106.18% |
$607K - $715K
|
12.2K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.26K+ 41713.33% |
$606K - $713K
|
6.27K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.09K+ 13.49% |
$590K - $694K
|
51.2K
$5.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.09K+ 167.45% |
$589K - $694K
|
9.72K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
6.05K+ 6.71% |
$586K - $689K
|
96.2K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
6.04K+ 18.88% |
$585K - $689K
|
38K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.03KNew |
$584K - $687K
|
6.03K
$637K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.96K+ 26.72% |
$577K - $679K
|
28.3K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.9KNew |
$571K - $672K
|
5.9K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.9K+ 46.2% |
$571K - $672K
|
18.7K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.88K+ 2.65% |
$570K - $670K
|
228K
$24.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.87K+ 11.27% |
$569K - $669K
|
58K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
5.87KNew |
$568K - $669K
|
5.87K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
5.84K+ 3.53% |
$566K - $666K
|
171K
$18.1M
|
|