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
|
Profund Advisors LLC
|
SELL
|
- |
-2.4K- 8.09% |
$233K - $274K
|
27.3K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.42K- 22.79% |
$234K - $275K
|
8.18K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.44K- 1.49% |
$236K - $278K
|
161K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.45K- 2.55% |
$237K - $279K
|
93.6K
$8.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.47K- 5.55% |
$240K - $282K
|
42.1K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.48K- 15.54% |
$240K - $282K
|
13.5K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.48K- 69.55% |
$240K - $282K
|
1.09K
$99.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.48K- 28.93% |
$241K - $283K
|
6.1K
$562K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.48K- 1.65% |
$241K - $283K
|
148K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.5K- 2.91% |
$242K - $284K
|
83.3K
$7.67M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.55K- 1.27% |
$247K - $290K
|
199K
$18.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.55K- 5.41% |
$247K - $290K
|
44.6K
$4.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-2.55K- 17.09% |
$247K - $291K
|
12.4K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.56K- 12.98% |
$248K - $291K
|
17.1K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.59K- 4.12% |
$251K - $296K
|
60.3K
$5.56M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.6K- 1.17% |
$251K - $296K
|
219K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.6K- 24.85% |
$251K - $296K
|
7.85K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.6K- 31.19% |
$252K - $296K
|
5.74K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.63K- 44.07% |
$254K - $299K
|
3.33K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.65K- 31.6% |
$256K - $302K
|
5.73K
$528K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.66K- 6.81% |
$257K - $303K
|
36.3K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.68K- 15.87% |
$260K - $305K
|
14.2K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.69K- 8.08% |
$261K - $307K
|
30.6K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7K- 10.55% |
$261K - $307K
|
22.9K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.71K- 1.23% |
$262K - $309K
|
217K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.73K- 19.91% |
$265K - $311K
|
11K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 4.9% |
$268K - $315K
|
53.6K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.78K- 12.17% |
$269K - $317K
|
20K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.8K- 3.43% |
$271K - $319K
|
78.8K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.84K- 10.7% |
$275K - $323K
|
23.7K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.85K- 15.84% |
$276K - $325K
|
15.1K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-2.87K- 12.16% |
$278K - $327K
|
20.7K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-2.88K- 4.9% |
$279K - $328K
|
55.8K
$5.14M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.95K- 6.58% |
$285K - $336K
|
41.8K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.98K- 47.07% |
$288K - $339K
|
3.35K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-3.02K- 3.7% |
$292K - $344K
|
78.4K
$7.22M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.04K- 44.21% |
$294K - $346K
|
3.83K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.04K- 7.08% |
$295K - $347K
|
39.9K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.08K- 1.94% |
$298K - $351K
|
155K
$14.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.11K- 45.24% |
$301K - $354K
|
3.76K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-3.11K- 6.66% |
$302K - $355K
|
43.6K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.18K- 1.49% |
$308K - $363K
|
210K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.2K- 0.16% |
$310K - $365K
|
2.04M
$188M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.26K- 10.43% |
$315K - $371K
|
28K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.26K- 3.83% |
$316K - $372K
|
81.9K
$7.55M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.36K- 18.56% |
$326K - $383K
|
14.8K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.37K- 13.77% |
$326K - $384K
|
21.1K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.39K- 1.91% |
$328K - $386K
|
174K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.54K- 91.49% |
$343K - $403K
|
329
$30.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.61K- 0.92% |
$350K - $412K
|
388K
$35.8M
|