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
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 3.04% |
$7.56K - $8.89K
|
2.49K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-78- 0.35% |
$7.56K - $8.89K
|
22.2K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-80- 0.17% |
$7.75K - $9.12K
|
48.2K
$4.44M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-80- 0.51% |
$7.75K - $9.12K
|
15.7K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-84- 0.67% |
$8.14K - $9.58K
|
12.4K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-85- 2.11% |
$8.23K - $9.69K
|
3.95K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-89- 0.87% |
$8.62K - $10.1K
|
10.1K
$934K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-89- 1.18% |
$8.62K - $10.1K
|
7.47K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-89- 2.37% |
$8.62K - $10.1K
|
3.66K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-90- 2.56% |
$8.72K - $10.3K
|
3.42K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-90- 4.25% |
$8.72K - $10.3K
|
2.03K
$187K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 4.35% |
$8.72K - $10.3K
|
1.98K
$182K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-91- 2.47% |
$8.82K - $10.4K
|
3.59K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 3.64% |
$8.82K - $10.4K
|
2.41K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-92- 1.49% |
$8.91K - $10.5K
|
6.1K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-94- 2.79% |
$9.11K - $10.7K
|
3.27K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-96- 2.9% |
$9.3K - $10.9K
|
3.21K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-96- 3.71% |
$9.3K - $10.9K
|
2.49K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-96- 2.13% |
$9.3K - $10.9K
|
4.4K
$405K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-96- 2.39% |
$9.3K - $10.9K
|
3.92K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 0.6% |
$9.4K - $11.1K
|
16.2K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-98- 0.53% |
$9.49K - $11.2K
|
18.4K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-99- 70.71% |
$9.59K - $11.3K
|
41
$3.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-99- 1.94% |
$9.59K - $11.3K
|
5K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-99- 4.26% |
$9.59K - $11.3K
|
2.23K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 4.11% |
$9.69K - $11.4K
|
2.33K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 4.6% |
$9.69K - $11.4K
|
2.07K
$191K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 1.15% |
$9.69K - $11.4K
|
8.62K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 2.09% |
$9.69K - $11.4K
|
4.68K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$9.69K - $11.4K
|
26.1K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 2.46% |
$9.69K - $11.4K
|
3.97K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 0.72% |
$9.69K - $11.4K
|
13.7K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 0.84% |
$9.69K - $11.4K
|
11.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 3.15% |
$9.69K - $11.4K
|
3.08K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 11.11% |
$9.69K - $11.4K
|
800
$73.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-102- 3.22% |
$9.88K - $11.6K
|
3.06K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-103- 0.99% |
$9.98K - $11.7K
|
10.3K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 26.32% |
$10.2K - $12K
|
294
$27.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-105- 2.92% |
$10.2K - $12K
|
3.49K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-106- 0.54% |
$10.3K - $12.1K
|
19.6K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 1.85% |
$10.3K - $12.1K
|
5.63K
$519K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-107- 4.16% |
$10.4K - $12.2K
|
2.47K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-108- 0.28% |
$10.5K - $12.3K
|
39K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-109- 1.17% |
$10.6K - $12.4K
|
9.19K
$846K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-109- 1.62% |
$10.6K - $12.4K
|
6.61K
$609K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-110- 1.14% |
$10.7K - $12.5K
|
9.56K
$881K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-110- 1.43% |
$10.7K - $12.5K
|
7.6K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-115- 0.56% |
$11.1K - $13.1K
|
20.6K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116- 2.44% |
$11.2K - $13.2K
|
4.63K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 4.76% |
$11.2K - $13.2K
|
2.32K
$214K
|