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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-41- 0.86% |
$3.97K - $4.67K
|
4.73K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-42- 0.83% |
$4.07K - $4.79K
|
5.01K
$461K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-43- 0.35% |
$4.17K - $4.9K
|
12.1K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-43- 0.3% |
$4.17K - $4.9K
|
14.4K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-43- 0.01% |
$4.17K - $4.9K
|
289K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-43- 1.85% |
$4.17K - $4.9K
|
2.29K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-45- 0.53% |
$4.36K - $5.13K
|
8.49K
$782K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-45- 1.25% |
$4.36K - $5.13K
|
3.54K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.67% |
$4.36K - $5.13K
|
6.69K
$616K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-46- 1.48% |
$4.46K - $5.24K
|
3.06K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-46- 2.19% |
$4.46K - $5.24K
|
2.06K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-47- 0.78% |
$4.55K - $5.36K
|
5.97K
$550K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49- 0.15% |
$4.75K - $5.59K
|
32K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-50- 16.56% |
$4.84K - $5.7K
|
252
$23.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.35% |
$4.84K - $5.7K
|
14.4K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-51- 1.18% |
$4.94K - $5.81K
|
4.27K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-52- 1.75% |
$5.04K - $5.93K
|
2.91K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-52- 0.56% |
$5.04K - $5.93K
|
9.22K
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-53- 1.42% |
$5.13K - $6.04K
|
3.68K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-54- 2.09% |
$5.23K - $6.16K
|
2.53K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-55- 1.71% |
$5.33K - $6.27K
|
3.16K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-55- 16.67% |
$5.33K - $6.27K
|
275
$25.3K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-55- 1.96% |
$5.33K - $6.27K
|
2.75K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.27% |
$5.72K - $6.73K
|
4.59K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-59- 0.83% |
$5.72K - $6.73K
|
7.02K
$647K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-59- 1.2% |
$5.72K - $6.73K
|
4.86K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-60- 0.24% |
$5.81K - $6.84K
|
24.9K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-60- 0.68% |
$5.81K - $6.84K
|
8.71K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61- 0.81% |
$5.91K - $6.95K
|
7.49K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-62- 1.24% |
$6.01K - $7.07K
|
4.96K
$457K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-64- 0.74% |
$6.2K - $7.3K
|
8.6K
$792K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-65- 2.64% |
$6.3K - $7.41K
|
2.4K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-66- 1.78% |
$6.39K - $7.52K
|
3.65K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-67- 0.64% |
$6.49K - $7.64K
|
10.3K
$952K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.33% |
$6.59K - $7.75K
|
2.85K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-69- 0.03% |
$6.68K - $7.87K
|
234K
$21.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 24.56% |
$6.78K - $7.98K
|
215
$19.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-70- 5.15% |
$6.78K - $7.98K
|
1.29K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-70- 1.54% |
$6.78K - $7.98K
|
4.47K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-71- 2.44% |
$6.88K - $8.09K
|
2.84K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-72- 0.31% |
$6.97K - $8.21K
|
23K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-73- 0.69% |
$7.07K - $8.32K
|
10.5K
$963K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-74- 6.71% |
$7.17K - $8.44K
|
1.03K
$94.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-75- 3.21% |
$7.27K - $8.55K
|
2.26K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-75- 2.22% |
$7.27K - $8.55K
|
3.3K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.48% |
$7.27K - $8.55K
|
15.5K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 0.88% |
$7.27K - $8.55K
|
8.45K
$778K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-77- 1.48% |
$7.46K - $8.78K
|
5.12K
$471K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.27% |
$7.46K - $8.78K
|
6K
$553K
|