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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 9.02% |
$559K - $657K
|
69.7K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.73K+ 2.8% |
$555K - $653K
|
211K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.7K+ 2.33% |
$553K - $650K
|
250K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
5.63K+ 3.01% |
$545K - $641K
|
193K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.62KNew |
$545K - $641K
|
5.62K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.61K+ 7.94% |
$544K - $640K
|
76.3K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
5.6K+ 164.25% |
$543K - $639K
|
9.01K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.59K+ 10.28% |
$542K - $637K
|
60K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
5.53K+ 42.24% |
$536K - $631K
|
18.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.51K+ 55.81% |
$534K - $628K
|
15.4K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.51K+ 73.53% |
$533K - $628K
|
13K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
5.5K+ 1.05% |
$533K - $627K
|
531K
$56.2M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.48K+ 2.65% |
$531K - $625K
|
212K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.4K+ 12.62% |
$523K - $616K
|
48.2K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.32K+ 1.61% |
$515K - $606K
|
336K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.28K+ 1429.81% |
$511K - $601K
|
5.65K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.27K+ 19.71% |
$510K - $601K
|
32K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.24KNew |
$508K - $598K
|
5.24K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.23K+ 7.26% |
$507K - $597K
|
77.3K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.2K+ 8.42% |
$504K - $593K
|
67K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5.2KNew |
$504K - $593K
|
5.2K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.13K+ 60.85% |
$497K - $585K
|
13.6K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.13K+ 277.03% |
$496K - $584K
|
6.98K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
5.12K+ 15.13% |
$495K - $583K
|
38.9K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.1K+ 135.72% |
$494K - $581K
|
8.85K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.06K+ 3.16% |
$490K - $577K
|
165K
$17.5M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
5.05K+ 87.5% |
$489K - $575K
|
10.8K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
5.01K+ 0.81% |
$485K - $571K
|
621K
$65.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
5K+ 7.14% |
$484K - $570K
|
75K
$7.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
5K+ 20.0% |
$484K - $570K
|
30K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.97K+ 3.64% |
$481K - $566K
|
142K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.91K+ 1.48% |
$476K - $560K
|
336K
$35.5M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.88K+ 6.18% |
$473K - $557K
|
83.9K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.85K+ 16.64% |
$470K - $553K
|
34K
$3.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
4.83K+ 127.8% |
$468K - $551K
|
8.61K
$910K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.78KNew |
$463K - $545K
|
4.78K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
4.72K+ 4.71% |
$457K - $538K
|
105K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.68KNew |
$453K - $533K
|
4.68K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.68K+ 119.52% |
$453K - $533K
|
8.59K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4.66K+ 1.65% |
$452K - $532K
|
287K
$30.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 8.15% |
$447K - $526K
|
61.3K
$6.48M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.52K+ 15.2% |
$437K - $515K
|
34.2K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4.5K+ 128.57% |
$436K - $513K
|
8K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.47K+ 106.05% |
$433K - $509K
|
8.68K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.42K+ 5.16% |
$428K - $504K
|
90.1K
$9.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.38KNew |
$424K - $499K
|
4.38K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.36K+ 4.97% |
$422K - $497K
|
92.1K
$9.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.34K+ 11.0% |
$420K - $495K
|
43.8K
$4.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.32KNew |
$418K - $492K
|
4.32K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
4.32K+ 61.75% |
$418K - $492K
|
11.3K
$1.2M
|
|