We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2001
BFSG LLC
California
$343K -$2.27K -20 -0.6%
FCA
2002
Florence Capital Advisors
New York
$341K +$351K +3,083 New
ED
2003
Exane Derivatives
France
$340K +$205K +1,806 +139%
FPA
2004
First Pacific Advisors
California
$340K +$352K +3,100 New
MCM
2005
McRae Capital Management
New Jersey
$339K – – –
SIM
2006
Sonora Investment Management
Arizona
$337K +$46.6K +410 +15%
SQA
2007
Simon Quick Advisors
New Jersey
$336K – – –
MIA
2008
MainStreet Investment Advisors
Illinois
$336K +$27.1K +238 +8%
SWA
2009
Sutton Wealth Advisors
Florida
$335K +$14.7K +129 +4%
RPA
2010
Rock Point Advisors
Vermont
$335K +$9.66K +85 +3%
CAM
2011
Cozad Asset Management
Illinois
$335K +$22.4K +197 +7%
AF
2012
Affiance Financial
Minnesota
$334K -$12.2K -107 -3%
CP
2013
Coho Partners
Pennsylvania
$332K – – –
AWS
2014
AJ Wealth Strategies
New York
$332K +$22.7K +200 +7%
IF
2015
IRON Financial
Illinois
$331K -$22.7K -200 -6%
GAM
2016
Grandview Asset Management
Pennsylvania
$330K +$342K +3,009 New
MPIA
2017
Mountain Pacific Investment Advisers
Idaho
$329K – – –
MIG
2018
McGuire Investment Group
Rhode Island
$328K -$9.21K -81 -3%
FGC
2019
Financial Gravity Companies
Texas
$328K +$336K +2,951 New
TAM
2020
Trillium Asset Management
Massachusetts
$327K -$59.1K -520 -15%
SCM
2021
Sterneck Capital Management
Missouri
$326K – – –
LC
2022
Lavaca Capital
Texas
$326K +$338K +2,976 New
CWM
2023
Confluence Wealth Management
Oregon
$325K +$1.93K +17 +0.6%
EFS
2024
Econ Financial Services
Pennsylvania
$325K +$337K +2,964 New
UFF
2025
USA Financial Formulas
Michigan
$324K -$87.2K -767 -22%
79 80
81
82 83