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
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 9.43% |
$48.4K - $57K
|
4.81K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-500- 3.58% |
$48.4K - $57K
|
13.5K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-503- 4.65% |
$48.7K - $57.3K
|
10.3K
$950K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-506- 7.21% |
$49K - $57.7K
|
6.52K
$600K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-506- 9.51% |
$49K - $57.7K
|
4.82K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-510- 15.99% |
$49.4K - $58.1K
|
2.68K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-512- 9.9% |
$49.6K - $58.4K
|
4.66K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-513- 2.07% |
$49.7K - $58.5K
|
24.3K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-515- 2.92% |
$49.9K - $58.7K
|
17.1K
$1.57M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-523- 3.06% |
$50.7K - $59.6K
|
16.6K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-535- 19.57% |
$51.8K - $61K
|
2.2K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-535- 18.88% |
$51.8K - $61K
|
2.3K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-538- 4.33% |
$52.1K - $61.3K
|
11.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-540- 1.18% |
$52.3K - $61.6K
|
45K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-543- 5.6% |
$52.6K - $61.9K
|
9.16K
$844K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-546- 15.56% |
$52.9K - $62.2K
|
2.96K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-546- 3.58% |
$52.9K - $62.2K
|
14.7K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-547- 0.68% |
$53K - $62.4K
|
80.4K
$7.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-549- 1.52% |
$53.2K - $62.6K
|
35.7K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-560- 9.11% |
$54.2K - $63.8K
|
5.59K
$515K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-561- 3.19% |
$54.3K - $64K
|
17K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-564- 13.92% |
$54.6K - $64.3K
|
3.49K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-565- 1.08% |
$54.7K - $64.4K
|
51.7K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-570- 1.6% |
$55.2K - $65K
|
35K
$3.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-571- 16.82% |
$55.3K - $65.1K
|
2.82K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-574- 2.45% |
$55.6K - $65.4K
|
22.8K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-576- 1.39% |
$55.8K - $65.7K
|
40.9K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-579- 0.8% |
$56.1K - $66K
|
71.6K
$6.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-580- 1.78% |
$56.2K - $66.1K
|
32K
$2.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-580- 2.1% |
$56.2K - $66.1K
|
27K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-581- 5.41% |
$56.3K - $66.2K
|
10.2K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-583- 1.27% |
$56.5K - $66.5K
|
45.5K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-585- 15.33% |
$56.7K - $66.7K
|
3.23K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-586- 10.01% |
$56.8K - $66.8K
|
5.27K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-588- 3.64% |
$57K - $67K
|
15.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-590- 0.58% |
$57.2K - $67.3K
|
102K
$9.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-592- 15.23% |
$57.3K - $67.5K
|
3.3K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-598- 1.79% |
$57.9K - $68.2K
|
32.8K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 0.48% |
$58K - $68.3K
|
124K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-599- 2.36% |
$58K - $68.3K
|
24.7K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-599- 22.48% |
$58K - $68.3K
|
2.07K
$190K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-600- 0.27% |
$58.1K - $68.4K
|
220K
$20.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-607- 7.16% |
$58.8K - $69.2K
|
7.88K
$725K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-622- 17.74% |
$60.3K - $70.9K
|
2.88K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-625- 3.83% |
$60.5K - $71.3K
|
15.7K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-627- 1.18% |
$60.7K - $71.5K
|
52.7K
$4.85M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-646- 97.0% |
$62.6K - $73.6K
|
20
$1.84K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-646- 6.61% |
$62.6K - $73.6K
|
9.12K
$840K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-647- 10.34% |
$62.7K - $73.8K
|
5.61K
$517K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-647- 0.96% |
$62.7K - $73.8K
|
66.5K
$6.12M
|