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 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-36- 1.17% |
$3.49K - $4.1K
|
3.03K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 0.44% |
$3.49K - $4.1K
|
8.08K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-36- 0.35% |
$3.49K - $4.1K
|
10.3K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-37- 1.06% |
$3.58K - $4.22K
|
3.47K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-37- 90.24% |
$3.58K - $4.22K
|
4
$480
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-37- 0.49% |
$3.58K - $4.22K
|
7.49K
$899K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-37- 0.54% |
$3.58K - $4.22K
|
6.87K
$824K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-38- 1.57% |
$3.68K - $4.33K
|
2.38K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-38- 0.43% |
$3.68K - $4.33K
|
8.88K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-39- 0.97% |
$3.78K - $4.45K
|
3.96K
$475K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-40- 0.79% |
$3.87K - $4.56K
|
5.03K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 19.32% |
$3.87K - $4.56K
|
167
$20K
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 0.22% |
$3.87K - $4.56K
|
18.5K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-40- 0.69% |
$3.87K - $4.56K
|
5.79K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-40- 0.28% |
$3.87K - $4.56K
|
14.2K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.89% |
$3.87K - $4.56K
|
4.47K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.59% |
$3.87K - $4.56K
|
6.74K
$809K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-41- 0.86% |
$3.97K - $4.67K
|
4.73K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-42- 0.83% |
$4.07K - $4.79K
|
5.01K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.15% |
$4.07K - $4.79K
|
3.61K
$433K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-43- 0.35% |
$4.17K - $4.9K
|
12.1K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-43- 0.3% |
$4.17K - $4.9K
|
14.4K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-43- 0.01% |
$4.17K - $4.9K
|
289K
$34.7M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-43- 1.85% |
$4.17K - $4.9K
|
2.29K
$274K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-43- 1.28% |
$4.17K - $4.9K
|
3.32K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-44- 0.17% |
$4.26K - $5.02K
|
25.6K
$3.07M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-44- 1.43% |
$4.26K - $5.02K
|
3.04K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-45- 0.53% |
$4.36K - $5.13K
|
8.49K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-45- 1.25% |
$4.36K - $5.13K
|
3.54K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-45- 0.67% |
$4.36K - $5.13K
|
6.69K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-45- 1.87% |
$4.36K - $5.13K
|
2.36K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-46- 1.48% |
$4.46K - $5.24K
|
3.06K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-46- 2.19% |
$4.46K - $5.24K
|
2.06K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-47- 0.78% |
$4.55K - $5.36K
|
5.97K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49- 0.15% |
$4.75K - $5.59K
|
32K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-49- 1.33% |
$4.75K - $5.59K
|
3.62K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-50- 16.56% |
$4.84K - $5.7K
|
252
$30.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.35% |
$4.84K - $5.7K
|
14.4K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-50- 0.63% |
$4.84K - $5.7K
|
7.86K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-51- 1.18% |
$4.94K - $5.81K
|
4.27K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-52- 1.75% |
$5.04K - $5.93K
|
2.91K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-52- 0.56% |
$5.04K - $5.93K
|
9.22K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-53- 1.42% |
$5.13K - $6.04K
|
3.68K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-53- 1.15% |
$5.13K - $6.04K
|
4.57K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-53- 0.25% |
$5.13K - $6.04K
|
21.3K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-54- 2.09% |
$5.23K - $6.16K
|
2.53K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-55- 1.71% |
$5.33K - $6.27K
|
3.16K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-55- 16.67% |
$5.33K - $6.27K
|
275
$33K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-55- 1.96% |
$5.33K - $6.27K
|
2.75K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-56- 1.53% |
$5.42K - $6.38K
|
3.61K
$433K
|