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 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-118- 3.39% |
$11.4K - $13.5K
|
3.36K
$310K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-120- 0.18% |
$11.6K - $13.7K
|
68K
$6.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-121- 1.69% |
$11.7K - $13.8K
|
7.03K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-121- 3.55% |
$11.7K - $13.8K
|
3.29K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-123- 7.7% |
$11.9K - $14K
|
1.47K
$136K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-123- 5.54% |
$11.9K - $14K
|
2.1K
$193K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-124- 23.75% |
$12K - $14.1K
|
398
$36.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-124- 21.16% |
$12K - $14.1K
|
462
$42.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-124- 3.72% |
$12K - $14.1K
|
3.21K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.93% |
$12.1K - $14.3K
|
13.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.6% |
$12.1K - $14.3K
|
20.9K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-126- 4.75% |
$12.2K - $14.4K
|
2.53K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-127- 0.75% |
$12.3K - $14.5K
|
16.8K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-127- 4.0% |
$12.3K - $14.5K
|
3.05K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-130- 2.12% |
$12.6K - $14.8K
|
6.01K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-132- 2.01% |
$12.8K - $15K
|
6.45K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-135- 0.94% |
$13.1K - $15.4K
|
14.3K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-140- 3.8% |
$13.6K - $16K
|
3.54K
$326K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 5.29% |
$13.7K - $16.1K
|
2.52K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-145- 1.9% |
$14K - $16.5K
|
7.47K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-147- 14.92% |
$14.2K - $16.8K
|
838
$77.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-148- 3.08% |
$14.3K - $16.9K
|
4.66K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.01% |
$14.5K - $17.1K
|
14.7K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-150- 0.35% |
$14.5K - $17.1K
|
42.5K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 46.88% |
$14.5K - $17.1K
|
170
$15.7K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 1.03% |
$14.5K - $17.1K
|
14.5K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-159- 1.76% |
$15.4K - $18.1K
|
8.86K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.24% |
$15.5K - $18.2K
|
67.3K
$6.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-161- 0.87% |
$15.6K - $18.4K
|
18.4K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-163- 3.02% |
$15.8K - $18.6K
|
5.24K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-163- 6.37% |
$15.8K - $18.6K
|
2.4K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-165- 1.64% |
$16K - $18.8K
|
9.88K
$910K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-167- 0.61% |
$16.2K - $19K
|
27.2K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 7.07% |
$16.2K - $19K
|
2.19K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 0.59% |
$16.5K - $19.4K
|
28.7K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 4.03% |
$16.6K - $19.5K
|
4.08K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-171- 2.28% |
$16.6K - $19.5K
|
7.33K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-171- 2.82% |
$16.6K - $19.5K
|
5.88K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-173- 0.93% |
$16.8K - $19.7K
|
18.4K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-174- 0.89% |
$16.9K - $19.8K
|
19.4K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-175- 1.29% |
$17K - $20K
|
13.4K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-175- 1.04% |
$17K - $20K
|
16.6K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-175- 2.68% |
$17K - $20K
|
6.34K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 3.18% |
$18.5K - $21.8K
|
5.82K
$536K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-192- 4.77% |
$18.6K - $21.9K
|
3.84K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-192- 2.16% |
$18.6K - $21.9K
|
8.69K
$800K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-193- 3.0% |
$18.7K - $22K
|
6.23K
$574K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-193- 0.3% |
$18.7K - $22K
|
64.2K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-193- 1.92% |
$18.7K - $22K
|
9.83K
$906K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-195- 4.67% |
$18.9K - $22.2K
|
3.98K
$366K
|