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 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-775- 24.5% |
$75.1K - $88.4K
|
2.39K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-778- 5.78% |
$75.4K - $88.7K
|
12.7K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-780- 6.46% |
$75.6K - $88.9K
|
11.3K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-780- 13.4% |
$75.6K - $88.9K
|
5.04K
$615K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-781- 20.34% |
$75.7K - $89K
|
3.06K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-787- 21.17% |
$76.2K - $89.7K
|
2.93K
$357K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-798- 17.42% |
$77.3K - $91K
|
3.78K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 24.58% |
$77.5K - $91.2K
|
2.46K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-800- 4.73% |
$77.5K - $91.2K
|
16.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-800- 18.21% |
$77.5K - $91.2K
|
3.59K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-803- 5.45% |
$77.8K - $91.5K
|
13.9K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-805- 17.74% |
$78K - $91.8K
|
3.73K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-807- 12.72% |
$78.2K - $92K
|
5.54K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-812- 1.4% |
$78.7K - $92.6K
|
57K
$6.96M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-813- 14.34% |
$78.8K - $92.7K
|
4.86K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-831- 3.25% |
$80.5K - $94.7K
|
24.8K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-832- 10.04% |
$80.6K - $94.8K
|
7.45K
$909K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-839- 18.6% |
$81.3K - $95.6K
|
3.67K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-854- 4.83% |
$82.7K - $97.4K
|
16.8K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-855- 29.52% |
$82.8K - $97.5K
|
2.04K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-862- 2.28% |
$83.5K - $98.3K
|
37K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-869- 20.89% |
$84.2K - $99.1K
|
3.29K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-877- 1.27% |
$85K - $100K
|
67.9K
$8.28M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-879- 98.99% |
$85.1K - $100K
|
9
$1.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-882- 10.94% |
$85.4K - $101K
|
7.18K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-886- 5.65% |
$85.8K - $101K
|
14.8K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-889- 2.23% |
$86.1K - $101K
|
39K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-890- 5.45% |
$86.2K - $101K
|
15.4K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-895- 2.91% |
$86.7K - $102K
|
29.9K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-895- 3.63% |
$86.7K - $102K
|
23.7K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-898- 94.73% |
$87K - $102K
|
50
$6.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-898- 11.22% |
$87K - $102K
|
7.11K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-899- 8.75% |
$87.1K - $102K
|
9.38K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-900- 9.5% |
$87.2K - $103K
|
8.58K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-901- 12.93% |
$87.3K - $103K
|
6.07K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-903- 5.13% |
$87.5K - $103K
|
16.7K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-910- 10.91% |
$88.2K - $104K
|
7.43K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-915- 5.52% |
$88.6K - $104K
|
15.7K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-918- 6.69% |
$88.9K - $105K
|
12.8K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-919- 5.84% |
$89K - $105K
|
14.8K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-920- 30.93% |
$89.1K - $105K
|
2.05K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-923- 8.44% |
$89.4K - $105K
|
10K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-930- 4.14% |
$90.1K - $106K
|
21.5K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-932- 10.56% |
$90.3K - $106K
|
7.89K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-933- 13.88% |
$90.4K - $106K
|
5.79K
$706K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-934- 5.92% |
$90.5K - $106K
|
14.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-937- 1.88% |
$90.8K - $107K
|
48.8K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-951- 21.04% |
$92.1K - $108K
|
3.57K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-953- 23.73% |
$92.3K - $109K
|
3.06K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-954- 42.32% |
$92.4K - $109K
|
1.3K
$159K
|