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 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.62K- 1.68% |
$157K - $184K
|
94.6K
$8.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.63K- 5.16% |
$158K - $186K
|
29.9K
$2.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-1.63K- 14.66% |
$158K - $186K
|
9.49K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.64K- 1.46% |
$158K - $187K
|
110K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65K- 35.26% |
$159K - $188K
|
3.02K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.66K- 22.99% |
$161K - $189K
|
5.56K
$512K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.66K- 9.16% |
$161K - $190K
|
16.5K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 4.85% |
$162K - $190K
|
32.8K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.7K- 9.46% |
$164K - $193K
|
16.2K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.7K- 0.63% |
$165K - $194K
|
267K
$24.6M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.72K- 25.05% |
$167K - $196K
|
5.15K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.73K- 4.16% |
$167K - $197K
|
39.8K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.74K- 22.11% |
$168K - $198K
|
6.12K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.74K- 42.47% |
$169K - $199K
|
2.36K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.78K- 3.11% |
$173K - $203K
|
55.6K
$5.12M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.79K- 0.83% |
$173K - $203K
|
214K
$19.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 0.28% |
$174K - $204K
|
641K
$59M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.8K- 4.37% |
$174K - $205K
|
39.3K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.08% |
$174K - $205K
|
84.7K
$7.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.81K- 25.1% |
$175K - $206K
|
5.39K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.81K- 13.43% |
$175K - $206K
|
11.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 5.71% |
$181K - $213K
|
30.9K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.87K- 8.36% |
$181K - $213K
|
20.5K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.87K- 2.54% |
$182K - $214K
|
72K
$6.63M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.88K- 37.27% |
$182K - $214K
|
3.16K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.9K- 47.0% |
$184K - $216K
|
2.14K
$197K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.92K- 6.93% |
$186K - $219K
|
25.8K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.97K- 28.76% |
$191K - $224K
|
4.88K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 4.05% |
$191K - $225K
|
46.7K
$4.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.98K- 2.44% |
$192K - $226K
|
79.3K
$7.31M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2K- 25.74% |
$194K - $228K
|
5.78K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.04K- 4.22% |
$198K - $233K
|
46.3K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.04K- 4.04% |
$198K - $233K
|
48.5K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.07K- 47.33% |
$200K - $235K
|
2.3K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 3.56% |
$203K - $239K
|
56.8K
$5.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 35.85% |
$204K - $240K
|
3.77K
$347K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.11K- 3.55% |
$204K - $240K
|
57.2K
$5.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.11K- 71.48% |
$204K - $241K
|
842
$77.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.12K- 31.62% |
$206K - $242K
|
4.59K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.14K- 36.64% |
$207K - $244K
|
3.7K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.02% |
$208K - $244K
|
104K
$9.59M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.17K- 11.94% |
$210K - $247K
|
16K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.26K- 8.61% |
$219K - $258K
|
24K
$2.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.27K- 5.42% |
$220K - $258K
|
39.5K
$3.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.27K- 39.74% |
$220K - $259K
|
3.44K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 2.26% |
$220K - $259K
|
98.3K
$9.05M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.28K- 16.49% |
$221K - $260K
|
11.5K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.28K- 99.96% |
$221K - $260K
|
1
$92.1
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.32K- 3.05% |
$224K - $264K
|
73.6K
$6.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 1.01% |
$229K - $270K
|
232K
$21.4M
|