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 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.89% |
$387 - $456
|
443
$53.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-5- 0.03% |
$484 - $570
|
20K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 0.14% |
$484 - $570
|
3.69K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 0.17% |
$484 - $570
|
2.93K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
SELL
|
- |
-5- 0.01% |
$484 - $570
|
34.3K
$4.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 4.48% |
$581 - $684
|
128
$15.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.12% |
$581 - $684
|
4.93K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6- 0.02% |
$581 - $684
|
29.9K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-7- 0.09% |
$678 - $798
|
8.03K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-7- 0.17% |
$678 - $798
|
4.06K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.11% |
$678 - $798
|
6.58K
$789K
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-7- 0.22% |
$678 - $798
|
3.19K
$383K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-7- 0.25% |
$678 - $798
|
2.75K
$330K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-7- 0.08% |
$678 - $798
|
8.52K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-8- 0.21% |
$775 - $912
|
3.73K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-8- 0.15% |
$775 - $912
|
5.18K
$622K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-8- 0.02% |
$775 - $912
|
32.4K
$3.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-8- 1.45% |
$775 - $912
|
543
$65.1K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-8- 0.13% |
$775 - $912
|
6.21K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-8- 0.12% |
$775 - $912
|
6.49K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-8- 1.9% |
$775 - $912
|
412
$49.4K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-9- 9.0% |
$872 - $1.03K
|
91
$10.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 0.31% |
$872 - $1.03K
|
2.87K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.35% |
$872 - $1.03K
|
2.56K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9- 0.01% |
$872 - $1.03K
|
127K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.47% |
$969 - $1.14K
|
2.14K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10- 0.01% |
$969 - $1.14K
|
155K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- -0.0% |
$969 - $1.14K
|
2.27M
$272M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-10- 0.41% |
$969 - $1.14K
|
2.41K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 1.07% |
$1.07K - $1.25K
|
1.02K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-11- 0.34% |
$1.07K - $1.25K
|
3.19K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-12- 0.2% |
$1.16K - $1.37K
|
5.88K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13- 0.54% |
$1.26K - $1.48K
|
2.4K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 3.85% |
$1.26K - $1.48K
|
325
$39K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13- 0.22% |
$1.26K - $1.48K
|
5.79K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Reik & Co., LLC
|
SELL
|
- |
-13- 0.16% |
$1.26K - $1.48K
|
8.31K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-13- 17.33% |
$1.26K - $1.48K
|
62
$7.44K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-14- 0.53% |
$1.36K - $1.6K
|
2.63K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.45K - $1.71K
|
4.74K
$568K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 0.21% |
$1.45K - $1.71K
|
7K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.15% |
$1.45K - $1.71K
|
10.1K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-15- 0.49% |
$1.45K - $1.71K
|
3.06K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-15- 0.54% |
$1.45K - $1.71K
|
2.75K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-15- 0.17% |
$1.45K - $1.71K
|
8.86K
$1.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.57% |
$1.55K - $1.82K
|
2.81K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-16- 0.32% |
$1.55K - $1.82K
|
5.05K
$606K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-16- 0.2% |
$1.55K - $1.82K
|
7.98K
$958K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.61% |
$1.65K - $1.94K
|
2.76K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-17- 0.45% |
$1.65K - $1.94K
|
3.75K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-17- 0.4% |
$1.65K - $1.94K
|
4.25K
$510K
|