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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-647- 2.29% |
$62.7K - $73.8K
|
27.6K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-652- 56.06% |
$63.2K - $74.3K
|
511
$47.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-657- 4.76% |
$63.6K - $74.9K
|
13.1K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-658- 3.35% |
$63.7K - $75K
|
19K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-662- 9.44% |
$64.1K - $75.5K
|
6.35K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-662- 8.23% |
$64.1K - $75.5K
|
7.39K
$680K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-662- 7.81% |
$64.1K - $75.5K
|
7.81K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-665- 2.17% |
$64.4K - $75.8K
|
30K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-674- 9.77% |
$65.3K - $76.8K
|
6.23K
$573K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-679- 17.03% |
$65.8K - $77.4K
|
3.31K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-680- 12.56% |
$65.9K - $77.5K
|
4.74K
$436K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-686- 0.79% |
$66.5K - $78.2K
|
86.4K
$7.95M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-687- 7.63% |
$66.5K - $78.3K
|
8.32K
$766K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-689- 2.35% |
$66.7K - $78.5K
|
28.7K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-695- 3.17% |
$67.3K - $79.2K
|
21.2K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-696- 47.9% |
$67.4K - $79.3K
|
757
$69.7K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-699- 32.23% |
$67.7K - $79.7K
|
1.47K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-700- 2.37% |
$67.8K - $79.8K
|
28.9K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-701- 10.48% |
$67.9K - $79.9K
|
5.99K
$552K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-704- 24.57% |
$68.2K - $80.3K
|
2.16K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-707- 1.46% |
$68.5K - $80.6K
|
47.6K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-712- 4.0% |
$69K - $81.2K
|
17.1K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-720- 29.94% |
$69.7K - $82.1K
|
1.69K
$155K
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-721- 1.57% |
$69.8K - $82.2K
|
45.2K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-725- 13.49% |
$70.2K - $82.7K
|
4.65K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-726- 12.03% |
$70.3K - $82.8K
|
5.31K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-732- 1.72% |
$70.9K - $83.4K
|
41.8K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-733- 16.12% |
$71K - $83.6K
|
3.82K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-749- 1.83% |
$72.6K - $85.4K
|
40.2K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-750- 9.13% |
$72.7K - $85.5K
|
7.47K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-751- 2.47% |
$72.7K - $85.6K
|
29.7K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-754- 17.86% |
$73K - $86K
|
3.47K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-754- 1.33% |
$73K - $86K
|
56.1K
$5.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-764- 0.52% |
$74K - $87.1K
|
147K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-768- 4.14% |
$74.4K - $87.6K
|
17.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-770- 3.44% |
$74.6K - $87.8K
|
21.6K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-773- 1.78% |
$74.9K - $88.1K
|
42.8K
$3.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-775- 24.5% |
$75.1K - $88.4K
|
2.39K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-780- 6.46% |
$75.6K - $88.9K
|
11.3K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-780- 13.4% |
$75.6K - $88.9K
|
5.04K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-787- 21.17% |
$76.2K - $89.7K
|
2.93K
$270K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 24.58% |
$77.5K - $91.2K
|
2.46K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-800- 4.73% |
$77.5K - $91.2K
|
16.1K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-805- 17.74% |
$78K - $91.8K
|
3.73K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-807- 12.72% |
$78.2K - $92K
|
5.54K
$510K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-812- 1.4% |
$78.7K - $92.6K
|
57K
$5.25M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-813- 14.34% |
$78.8K - $92.7K
|
4.86K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-831- 3.25% |
$80.5K - $94.7K
|
24.8K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-832- 10.04% |
$80.6K - $94.8K
|
7.45K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-839- 18.6% |
$81.3K - $95.6K
|
3.67K
$338K
|