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 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-375- 11.92% |
$36.3K - $42.8K
|
2.77K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-378- 4.95% |
$36.6K - $43.1K
|
7.25K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-380- 1.01% |
$36.8K - $43.3K
|
37.1K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-380- 6.19% |
$36.8K - $43.3K
|
5.76K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-384- 0.17% |
$37.2K - $43.8K
|
226K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-389- 15.01% |
$37.7K - $44.3K
|
2.2K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-391- 15.02% |
$37.9K - $44.6K
|
2.21K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-393- 3.65% |
$38.1K - $44.8K
|
10.4K
$956K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-393- 4.21% |
$38.1K - $44.8K
|
8.94K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-397- 2.62% |
$38.5K - $45.3K
|
14.8K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-398- 9.08% |
$38.6K - $45.4K
|
3.99K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-399- 11.22% |
$38.7K - $45.5K
|
3.16K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-399- 7.46% |
$38.7K - $45.5K
|
4.95K
$456K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-403- 0.09% |
$39K - $45.9K
|
439K
$40.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-404- 2.21% |
$39.1K - $46.1K
|
17.9K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-406- 1.38% |
$39.3K - $46.3K
|
29K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-410- 2.63% |
$39.7K - $46.7K
|
15.2K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-414- 3.89% |
$40.1K - $47.2K
|
10.2K
$941K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-415- 3.26% |
$40.2K - $47.3K
|
12.3K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-415- 1.11% |
$40.2K - $47.3K
|
36.8K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-416- 2.81% |
$40.3K - $47.4K
|
14.4K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-417- 5.94% |
$40.4K - $47.5K
|
6.6K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-422- 16.98% |
$40.9K - $48.1K
|
2.06K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-425- 7.28% |
$41.2K - $48.5K
|
5.41K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-425- 1.38% |
$41.2K - $48.5K
|
30.3K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-431- 0.93% |
$41.8K - $49.1K
|
46K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-432- 12.9% |
$41.8K - $49.2K
|
2.92K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-432- 1.81% |
$41.8K - $49.2K
|
23.5K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-437- 13.48% |
$42.3K - $49.8K
|
2.8K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-441- 0.92% |
$42.7K - $50.3K
|
47.4K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-441- 2.35% |
$42.7K - $50.3K
|
18.3K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-446- 14.33% |
$43.2K - $50.8K
|
2.67K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-447- 1.23% |
$43.3K - $51K
|
35.8K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-449- 9.43% |
$43.5K - $51.2K
|
4.31K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-451- 0.51% |
$43.7K - $51.4K
|
88K
$8.1M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-452- 7.23% |
$43.8K - $51.5K
|
5.8K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-457- 6.22% |
$44.3K - $52.1K
|
6.89K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-459- 2.91% |
$44.5K - $52.3K
|
15.3K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-465- 6.16% |
$45K - $53K
|
7.08K
$653K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-466- 2.56% |
$45.1K - $53.1K
|
17.8K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-467- 3.38% |
$45.2K - $53.2K
|
13.3K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-471- 14.2% |
$45.6K - $53.7K
|
2.85K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-473- 39.81% |
$45.8K - $53.9K
|
715
$65.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-474- 4.44% |
$45.9K - $54K
|
10.2K
$940K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-475- 16.48% |
$46K - $54.2K
|
2.41K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 13.59% |
$47.3K - $55.6K
|
3.1K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-494- 8.49% |
$47.9K - $56.3K
|
5.33K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-495- 14.57% |
$48K - $56.4K
|
2.9K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-496- 85.66% |
$48K - $56.5K
|
83
$7.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-499- 13.92% |
$48.3K - $56.9K
|
3.09K
$284K
|