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 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-854- 4.83% |
$82.7K - $97.4K
|
16.8K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-855- 29.52% |
$82.8K - $97.5K
|
2.04K
$188K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-869- 20.89% |
$84.2K - $99.1K
|
3.29K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-877- 1.27% |
$85K - $100K
|
67.9K
$6.26M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-879- 98.99% |
$85.1K - $100K
|
9
$829
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-882- 10.94% |
$85.4K - $101K
|
7.18K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-886- 5.65% |
$85.8K - $101K
|
14.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-889- 2.23% |
$86.1K - $101K
|
39K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-890- 5.45% |
$86.2K - $101K
|
15.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-895- 2.91% |
$86.7K - $102K
|
29.9K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-898- 94.73% |
$87K - $102K
|
50
$4.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-898- 11.22% |
$87K - $102K
|
7.11K
$655K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-899- 8.75% |
$87.1K - $102K
|
9.38K
$864K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-900- 9.5% |
$87.2K - $103K
|
8.58K
$790K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-901- 12.93% |
$87.3K - $103K
|
6.07K
$559K
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-903- 5.13% |
$87.5K - $103K
|
16.7K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-910- 10.91% |
$88.2K - $104K
|
7.43K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-915- 5.52% |
$88.6K - $104K
|
15.7K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-918- 6.69% |
$88.9K - $105K
|
12.8K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-919- 5.84% |
$89K - $105K
|
14.8K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-920- 30.93% |
$89.1K - $105K
|
2.05K
$189K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-923- 8.44% |
$89.4K - $105K
|
10K
$923K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-930- 4.14% |
$90.1K - $106K
|
21.5K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-934- 5.92% |
$90.5K - $106K
|
14.8K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-953- 23.73% |
$92.3K - $109K
|
3.06K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-958- 7.43% |
$92.8K - $109K
|
11.9K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-968- 2.5% |
$93.8K - $110K
|
37.7K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-969- 2.75% |
$93.9K - $110K
|
34.3K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-972- 2.37% |
$94.2K - $111K
|
40K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-975- 1.64% |
$94.4K - $111K
|
58.3K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-976- 29.5% |
$94.5K - $111K
|
2.33K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-978- 5.41% |
$94.7K - $111K
|
17.1K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-979- 3.14% |
$94.8K - $112K
|
30.2K
$2.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-991- 13.54% |
$96K - $113K
|
6.33K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-991- 7.77% |
$96K - $113K
|
11.8K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-996- 6.33% |
$96.5K - $114K
|
14.8K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-999- 56.92% |
$96.8K - $114K
|
756
$69.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1K- 6.52% |
$96.9K - $114K
|
14.3K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.2% |
$96.9K - $114K
|
490K
$45.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 1.08% |
$98.3K - $116K
|
93.1K
$8.57M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.02K- 8.86% |
$99.1K - $117K
|
10.5K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 0.83% |
$100K - $118K
|
123K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.05K- 16.26% |
$101K - $119K
|
5.39K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.05K- 2.08% |
$102K - $120K
|
49.5K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.05K- 32.28% |
$102K - $120K
|
2.21K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.06K- 57.97% |
$102K - $121K
|
767
$70.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.06K- 4.63% |
$103K - $121K
|
21.9K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.06K- 8.27% |
$103K - $121K
|
11.8K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.07K- 9.28% |
$103K - $121K
|
10.4K
$959K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 4.53% |
$104K - $122K
|
22.5K
$2.08M
|