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 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.45K - $1.71K
|
4.74K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 0.21% |
$1.45K - $1.71K
|
7K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.15% |
$1.45K - $1.71K
|
10.1K
$929K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15- 0.49% |
$1.45K - $1.71K
|
3.06K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.57% |
$1.55K - $1.82K
|
2.81K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 0.32% |
$1.55K - $1.82K
|
5.05K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.2% |
$1.55K - $1.82K
|
7.98K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.61% |
$1.65K - $1.94K
|
2.76K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-17- 0.45% |
$1.65K - $1.94K
|
3.75K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-17- 0.4% |
$1.65K - $1.94K
|
4.25K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-19- 0.6% |
$1.84K - $2.17K
|
3.15K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-20- 0.83% |
$1.94K - $2.28K
|
2.38K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-20- 0.88% |
$1.94K - $2.28K
|
2.26K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$2.03K - $2.39K
|
300
$27.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-21- 0.7% |
$2.03K - $2.39K
|
3K
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21- 0.38% |
$2.03K - $2.39K
|
5.45K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-21- 0.21% |
$2.03K - $2.39K
|
9.76K
$899K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-22- 0.14% |
$2.13K - $2.51K
|
15.3K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-23- 0.66% |
$2.23K - $2.62K
|
3.45K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-23- 0.04% |
$2.23K - $2.62K
|
55.6K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-23- 1.3% |
$2.23K - $2.62K
|
1.75K
$161K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 2.38% |
$2.32K - $2.74K
|
984
$90.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$2.32K - $2.74K
|
4.11K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-24- 0.45% |
$2.32K - $2.74K
|
5.26K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$2.42K - $2.85K
|
3.19K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-25- 0.98% |
$2.42K - $2.85K
|
2.53K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 0.14% |
$2.52K - $2.96K
|
18K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-26- 0.68% |
$2.52K - $2.96K
|
3.77K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 0.96% |
$2.62K - $3.08K
|
2.78K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-27- 1.09% |
$2.62K - $3.08K
|
2.44K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-29- 0.79% |
$2.81K - $3.31K
|
3.62K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 1.08% |
$2.81K - $3.31K
|
2.67K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-29- 0.95% |
$2.81K - $3.31K
|
3.02K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.93% |
$2.91K - $3.42K
|
3.2K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-32- 0.06% |
$3.1K - $3.65K
|
54.7K
$5.04M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-32- 0.42% |
$3.1K - $3.65K
|
7.56K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-33- 1.12% |
$3.2K - $3.76K
|
2.91K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-34- 1.28% |
$3.29K - $3.88K
|
2.62K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34- 0.61% |
$3.29K - $3.88K
|
5.54K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-35- 0.69% |
$3.39K - $3.99K
|
5.04K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-35- 0.77% |
$3.39K - $3.99K
|
4.54K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-36- 2.65% |
$3.49K - $4.1K
|
1.32K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-36- 1.17% |
$3.49K - $4.1K
|
3.03K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.44% |
$3.49K - $4.1K
|
8.08K
$745K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 1.06% |
$3.58K - $4.22K
|
3.47K
$319K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-38- 1.57% |
$3.68K - $4.33K
|
2.38K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$3.68K - $4.33K
|
8.88K
$818K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 0.97% |
$3.78K - $4.45K
|
3.96K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-40- 0.79% |
$3.87K - $4.56K
|
5.03K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 19.32% |
$3.87K - $4.56K
|
167
$15.4K
|