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 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-17- 0.48% |
$1.65K - $1.94K
|
3.52K
$422K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-17- 0.56% |
$1.65K - $1.94K
|
3.04K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-19- 0.6% |
$1.84K - $2.17K
|
3.15K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-19- 0.86% |
$1.84K - $2.17K
|
2.19K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-20- 0.83% |
$1.94K - $2.28K
|
2.38K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-20- 0.88% |
$1.94K - $2.28K
|
2.26K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-20- 0.23% |
$1.94K - $2.28K
|
8.83K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 6.54% |
$2.03K - $2.39K
|
300
$36K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-21- 0.7% |
$2.03K - $2.39K
|
3K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21- 0.38% |
$2.03K - $2.39K
|
5.45K
$654K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-21- 0.21% |
$2.03K - $2.39K
|
9.76K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-22- 0.14% |
$2.13K - $2.51K
|
15.3K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-22- 3.44% |
$2.13K - $2.51K
|
618
$74.1K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.43% |
$2.13K - $2.51K
|
5.13K
$615K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-23- 0.66% |
$2.23K - $2.62K
|
3.45K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-23- 0.04% |
$2.23K - $2.62K
|
55.6K
$6.67M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-23- 1.3% |
$2.23K - $2.62K
|
1.75K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-23- 0.68% |
$2.23K - $2.62K
|
3.36K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-23- 2.67% |
$2.23K - $2.62K
|
839
$101K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24- 2.38% |
$2.32K - $2.74K
|
984
$118K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-24- 0.58% |
$2.32K - $2.74K
|
4.11K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-24- 0.45% |
$2.32K - $2.74K
|
5.26K
$632K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$2.42K - $2.85K
|
3.19K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-25- 0.98% |
$2.42K - $2.85K
|
2.53K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 0.14% |
$2.52K - $2.96K
|
18K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-26- 0.68% |
$2.52K - $2.96K
|
3.77K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 1.4% |
$2.52K - $2.96K
|
1.83K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 0.96% |
$2.62K - $3.08K
|
2.78K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-27- 1.09% |
$2.62K - $3.08K
|
2.44K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-27- 1.15% |
$2.62K - $3.08K
|
2.33K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-28- 0.18% |
$2.71K - $3.19K
|
15.5K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-28- 1.02% |
$2.71K - $3.19K
|
2.72K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-28- 0.51% |
$2.71K - $3.19K
|
5.51K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-29- 0.79% |
$2.81K - $3.31K
|
3.62K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-29- 1.08% |
$2.81K - $3.31K
|
2.67K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-29- 0.95% |
$2.81K - $3.31K
|
3.02K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.93% |
$2.91K - $3.42K
|
3.2K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 4.96% |
$2.91K - $3.42K
|
575
$69K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-30- 0.79% |
$2.91K - $3.42K
|
3.76K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-30- 0.86% |
$2.91K - $3.42K
|
3.46K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-32- 0.06% |
$3.1K - $3.65K
|
54.7K
$6.56M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-32- 0.42% |
$3.1K - $3.65K
|
7.56K
$907K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-33- 1.12% |
$3.2K - $3.76K
|
2.91K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-33- 0.11% |
$3.2K - $3.76K
|
28.9K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.25% |
$3.2K - $3.76K
|
13K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-34- 1.28% |
$3.29K - $3.88K
|
2.62K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34- 0.61% |
$3.29K - $3.88K
|
5.54K
$665K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-35- 0.69% |
$3.39K - $3.99K
|
5.04K
$605K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-35- 0.77% |
$3.39K - $3.99K
|
4.54K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-36- 2.65% |
$3.49K - $4.1K
|
1.32K
$159K
|