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 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.18% |
$105K - $124K
|
48.6K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.09K- 6.83% |
$105K - $124K
|
14.8K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.09K- 27.23% |
$106K - $125K
|
2.92K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.1K- 3.81% |
$106K - $125K
|
27.6K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.1K- 7.22% |
$107K - $126K
|
14.1K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.11K- 13.89% |
$108K - $127K
|
6.88K
$634K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.11K- 27.84% |
$108K - $127K
|
2.89K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.12K- 0.92% |
$109K - $128K
|
121K
$11.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.13K- 4.33% |
$109K - $128K
|
24.9K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.39% |
$110K - $130K
|
24.7K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.14K- 1.31% |
$111K - $130K
|
86.3K
$7.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.16K- 0.85% |
$112K - $132K
|
135K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.16K- 35.39% |
$113K - $133K
|
2.13K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 24.44% |
$114K - $134K
|
3.63K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.18K- 13.21% |
$114K - $134K
|
7.72K
$711K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.18K- 5.63% |
$114K - $135K
|
19.8K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.22K- 0.95% |
$118K - $139K
|
128K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.22K- 4.12% |
$118K - $139K
|
28.5K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.23K- 1.95% |
$119K - $140K
|
61.6K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.23K- 3.05% |
$119K - $141K
|
39.2K
$3.61M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 18.35% |
$121K - $142K
|
5.54K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.25K- 17.01% |
$121K - $143K
|
6.11K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.27K- 36.67% |
$123K - $144K
|
2.19K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.27K- 3.89% |
$123K - $145K
|
31.3K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.27K- 6.9% |
$123K - $145K
|
17.2K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.27K- 16.42% |
$123K - $145K
|
6.48K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.28K- 6.67% |
$124K - $146K
|
17.9K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.29K- 14.58% |
$125K - $147K
|
7.55K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.3K- 3.35% |
$126K - $148K
|
37.5K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.3K- 0.19% |
$126K - $148K
|
676K
$62.3M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 23.07% |
$126K - $148K
|
4.34K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.31K- 7.86% |
$127K - $149K
|
15.3K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.37K- 9.18% |
$132K - $156K
|
13.5K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.39K- 6.68% |
$134K - $158K
|
19.4K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.39K- 10.55% |
$135K - $158K
|
11.8K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.85% |
$135K - $158K
|
47.4K
$4.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.4K- 4.76% |
$136K - $160K
|
28K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.43K- 1.55% |
$139K - $163K
|
91K
$8.38M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.43K- 18.59% |
$139K - $163K
|
6.27K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.47K- 5.55% |
$142K - $167K
|
24.9K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.49K- 2.73% |
$144K - $170K
|
53.1K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.49K- 8.04% |
$144K - $170K
|
17K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 7.21% |
$145K - $171K
|
19.3K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.54K- 10.12% |
$149K - $175K
|
13.6K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 26.49% |
$150K - $176K
|
4.29K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.57K- 1.61% |
$152K - $179K
|
95.8K
$8.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.59K- 7.3% |
$154K - $181K
|
20.2K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.59K- 8.57% |
$154K - $181K
|
17K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.81% |
$155K - $182K
|
86.6K
$7.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.61K- 5.25% |
$155K - $183K
|
29K
$2.67M
|