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 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-197- 19.92% |
$19.1K - $22.5K
|
792
$73K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-197- 8.64% |
$19.1K - $22.5K
|
2.08K
$192K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-198- 3.23% |
$19.2K - $22.6K
|
5.93K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-199- 1.07% |
$19.3K - $22.7K
|
18.5K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-199- 3.08% |
$19.3K - $22.7K
|
6.27K
$578K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-200- 3.86% |
$19.4K - $22.8K
|
4.98K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 0.83% |
$19.4K - $22.8K
|
24K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 1.8% |
$19.4K - $22.8K
|
10.9K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.21% |
$19.4K - $22.8K
|
97.2K
$8.95M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-201- 4.47% |
$19.5K - $22.9K
|
4.3K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-205- 15.66% |
$19.9K - $23.4K
|
1.1K
$102K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 4.1% |
$20K - $23.5K
|
4.82K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-208- 8.4% |
$20.1K - $23.7K
|
2.27K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-211- 5.88% |
$20.4K - $24.1K
|
3.38K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-212- 1.97% |
$20.5K - $24.2K
|
10.6K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-213- 3.64% |
$20.6K - $24.3K
|
5.64K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-216- 3.62% |
$20.9K - $24.6K
|
5.74K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-216- 1.15% |
$20.9K - $24.6K
|
18.6K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-217- 5.07% |
$21K - $24.7K
|
4.07K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-217- 4.1% |
$21K - $24.7K
|
5.07K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-218- 3.63% |
$21.1K - $24.9K
|
5.78K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-223- 0.71% |
$21.6K - $25.4K
|
31.3K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-223- 4.26% |
$21.6K - $25.4K
|
5.01K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 3.3% |
$21.6K - $25.4K
|
6.53K
$601K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-225- 2.63% |
$21.8K - $25.7K
|
8.33K
$767K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 2.11% |
$22K - $25.9K
|
10.6K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-232- 6.66% |
$22.5K - $26.4K
|
3.25K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-233- 0.44% |
$22.6K - $26.6K
|
52.2K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-234- 3.4% |
$22.7K - $26.7K
|
6.65K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-236- 1.11% |
$22.9K - $26.9K
|
21K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-237- 7.92% |
$23K - $27K
|
2.75K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-239- 8.8% |
$23.2K - $27.2K
|
2.48K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-240- 3.33% |
$23.2K - $27.4K
|
6.96K
$641K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-243- 3.85% |
$23.5K - $27.7K
|
6.07K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-244- 1.99% |
$23.6K - $27.8K
|
12K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-245- 0.95% |
$23.7K - $27.9K
|
25.5K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-247- 2.43% |
$23.9K - $28.2K
|
9.91K
$913K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-247- 40.83% |
$23.9K - $28.2K
|
358
$33K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-248- 6.82% |
$24K - $28.3K
|
3.39K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-249- 7.08% |
$24.1K - $28.4K
|
3.27K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-250- 2.87% |
$24.2K - $28.5K
|
8.45K
$779K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-252- 0.48% |
$24.4K - $28.7K
|
52.7K
$4.85M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-253- 0.57% |
$24.5K - $28.8K
|
43.9K
$4.05M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-253- 10.91% |
$24.5K - $28.8K
|
2.07K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-257- 0.97% |
$24.9K - $29.3K
|
26.1K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.09% |
$25.2K - $29.6K
|
23.5K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-261- 1.67% |
$25.3K - $29.8K
|
15.4K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-262- 1.1% |
$25.4K - $29.9K
|
23.6K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-263- 3.04% |
$25.5K - $30K
|
8.38K
$772K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-266- 2.59% |
$25.8K - $30.3K
|
10K
$922K
|