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 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-271- 0.63% |
$26.3K - $30.9K
|
42.9K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-274- 4.36% |
$26.5K - $31.2K
|
6.02K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-275- 1.75% |
$26.6K - $31.4K
|
15.5K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-276- 6.61% |
$26.7K - $31.5K
|
3.9K
$359K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-278- 2.78% |
$26.9K - $31.7K
|
9.72K
$895K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-278- 7.25% |
$26.9K - $31.7K
|
3.55K
$327K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-278- 10.8% |
$26.9K - $31.7K
|
2.3K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-282- 4.79% |
$27.3K - $32.1K
|
5.6K
$516K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-283- 2.33% |
$27.4K - $32.3K
|
11.9K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-283- 3.06% |
$27.4K - $32.3K
|
8.97K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-285- 7.61% |
$27.6K - $32.5K
|
3.46K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-286- 0.87% |
$27.7K - $32.6K
|
32.8K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-288- 1.35% |
$27.9K - $32.8K
|
21.1K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-291- 4.45% |
$28.2K - $33.2K
|
6.25K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-292- 6.63% |
$28.3K - $33.3K
|
4.11K
$379K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-292- 11.23% |
$28.3K - $33.3K
|
2.31K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-293- 3.74% |
$28.4K - $33.4K
|
7.54K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-293- 8.2% |
$28.4K - $33.4K
|
3.28K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-293- 3.15% |
$28.4K - $33.4K
|
9K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-299- 5.01% |
$29K - $34.1K
|
5.67K
$523K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.64% |
$29.1K - $34.2K
|
18K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-300- 0.57% |
$29.1K - $34.2K
|
52.3K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-302- 7.22% |
$29.3K - $34.4K
|
3.88K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-316- 5.32% |
$30.6K - $36K
|
5.62K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-318- 2.74% |
$30.8K - $36.3K
|
11.3K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-320- 8.12% |
$31K - $36.5K
|
3.62K
$334K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-321- 0.98% |
$31.1K - $36.6K
|
32.6K
$3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-323- 5.47% |
$31.3K - $36.8K
|
5.58K
$514K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-325- 3.29% |
$31.5K - $37.1K
|
9.56K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-326- 2.86% |
$31.6K - $37.2K
|
11.1K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-327- 1.24% |
$31.7K - $37.3K
|
26K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-328- 8.35% |
$31.8K - $37.4K
|
3.6K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-335- 4.88% |
$32.5K - $38.2K
|
6.54K
$602K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-337- 1.72% |
$32.6K - $38.4K
|
19.3K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-343- 6.27% |
$33.2K - $39.1K
|
5.13K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-343- 5.61% |
$33.2K - $39.1K
|
5.77K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-355- 11.53% |
$34.4K - $40.5K
|
2.73K
$251K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-358- 4.39% |
$34.7K - $40.8K
|
7.79K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-359- 3.69% |
$34.8K - $40.9K
|
9.38K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-360- 2.14% |
$34.9K - $41K
|
16.5K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 9.0% |
$34.9K - $41K
|
3.64K
$335K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-362- 0.15% |
$35.1K - $41.3K
|
239K
$22M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-365- 17.5% |
$35.4K - $41.6K
|
1.72K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-365- 70.6% |
$35.4K - $41.6K
|
152
$14K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-366- 18.33% |
$35.5K - $41.7K
|
1.63K
$150K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-371- 6.41% |
$35.9K - $42.3K
|
5.41K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-374- 6.37% |
$36.2K - $42.6K
|
5.5K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-374- 0.76% |
$36.2K - $42.6K
|
48.6K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-375- 6.44% |
$36.3K - $42.8K
|
5.45K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-375- 0.9% |
$36.3K - $42.8K
|
41.1K
$3.79M
|