We are live on ! Find out more
DIS icon

Walt Disney
DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
2001
Oslo Pensjonsforsikring
$651K +$118K +1,122 +24%
NB
2002
Northwest Bancshares
Pennsylvania
$651K -$262K -2,495 -30%
PA
2003
Probity Advisors
Texas
$651K -$91.9K -875 -13%
CF
2004
Convergence Financial
Missouri
$650K -$13.7K -130 -2%
JWM
2005
Jacksonville Wealth Management
Florida
$650K +$613K +5,837 New
LCM
2006
Liberty Capital Management
Michigan
$650K -$83.2K -792 -12%
BFS
2007
BridgePort Financial Solutions
Iowa
$650K +$613K +5,837 New
FHC
2008
First Heartland Consultants
Missouri
$650K -$44.5K -424 -7%
AIM
2009
Athena Investment Management
California
$649K – – –
PSF
2010
Pacific Sun Financial
California
$648K -$21K -200 -3%
AIM
2011
Alhambra Investment Management
Florida
$648K – – –
IA
2012
Intellus Advisors
Florida
$648K +$611K +5,821 New
SEEDPG
2013
S.E.E.D. Planning Group
New York
$648K -$2.13M -20,250 -78%
DSC
2014
Duncker Streett & Co
Missouri
$648K -$32.4K -308 -5%
CASB
2015
Cape Ann Savings Bank
Massachusetts
$648K -$75.2K -716 -11%
MCM
2016
Morton Capital Management
California
$647K +$13.1K +125 +2%
AIA
2017
AssuredPartners Investment Advisors
Florida
$647K +$610K +5,807 New
TCM
2018
Tran Capital Management
California
$644K – – –
OFS
2019
Orrstown Financial Services
Pennsylvania
$644K +$2.73K +26 +0.5%
DE
2020
Diversified Enterprises
Delaware
$644K +$8.51K +81 +1%
BPAMU
2021
BTG Pactual Asset Management US
New York
$643K +$604K +5,746 +17,956%
NPFS
2022
Novak & Powell Financial Services
Florida
$642K – – –
4WM
2023
44 Wealth Management
Oregon
$642K +$606K +5,769 New
KHCM
2024
Kirtland Hills Capital Management
Ohio
$642K +$81.9K +780 +16%
SIAP
2025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$639K +$4.41K +42 +0.7%
79 80
81
82 83