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 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-6.4K- 30.62% |
$620K - $730K
|
14.5K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-6.5K- 26.67% |
$630K - $741K
|
17.9K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.72K- 3.1% |
$651K - $766K
|
210K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-6.9K- 50.75% |
$669K - $787K
|
6.7K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-6.94K- 12.71% |
$673K - $792K
|
47.7K
$4.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-6.99K- 0.21% |
$677K - $797K
|
3.28M
$302M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.23K- 6.49% |
$700K - $824K
|
104K
$9.59M
|
|
|
May 07, 2025
Q1 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-7.25K- 5.65% |
$702K - $826K
|
121K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.31K- 1.46% |
$708K - $834K
|
493K
$45.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7.43K- 4.81% |
$720K - $847K
|
147K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.92K- 65.09% |
$767K - $903K
|
4.25K
$391K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.99K- 67.45% |
$774K - $911K
|
3.86K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8K- 14.21% |
$775K - $912K
|
48.3K
$4.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-8.05K- 34.99% |
$780K - $918K
|
15K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.19K- 8.02% |
$794K - $934K
|
94K
$8.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.43K- 7.52% |
$817K - $961K
|
104K
$9.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.57K- 6.63% |
$830K - $977K
|
121K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.79K- 31.43% |
$852K - $1M
|
19.2K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-9.09K- 30.16% |
$880K - $1.04M
|
21K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.13K- 55.84% |
$884K - $1.04M
|
7.22K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.19K- 3.7% |
$890K - $1.05M
|
239K
$22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.2K- 2.38% |
$892K - $1.05M
|
378K
$34.8M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.21K- 9.48% |
$892K - $1.05M
|
87.9K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.3K- 68.84% |
$901K - $1.06M
|
4.21K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9.58K- 98.49% |
$928K - $1.09M
|
147
$13.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9.78K- 1.52% |
$948K - $1.12M
|
636K
$58.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.81K- 10.24% |
$950K - $1.12M
|
85.9K
$7.92M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-10.3K- 1.7% |
$994K - $1.17M
|
592K
$54.5M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-10.5K- 25.24% |
$1.01M - $1.19M
|
31K
$2.85M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-10.5K- 35.35% |
$1.02M - $1.2M
|
19.2K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-10.6K- 1.8% |
$1.03M - $1.21M
|
578K
$53.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-11K- 33.89% |
$1.07M - $1.26M
|
21.5K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-11.1K- 4.79% |
$1.07M - $1.26M
|
220K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
SELL
|
- |
-11.2K- 61.4% |
$1.08M - $1.27M
|
7.02K
$647K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-11.2K- 1.74% |
$1.09M - $1.28M
|
633K
$58.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-11.3K- 26.67% |
$1.09M - $1.28M
|
30.9K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.3K- 15.43% |
$1.1M - $1.29M
|
62.1K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-12.1K- 9.15% |
$1.17M - $1.38M
|
120K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.1K- 9.39% |
$1.17M - $1.38M
|
117K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12.1K- 21.0% |
$1.17M - $1.38M
|
45.5K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-12.5K- 23.58% |
$1.21M - $1.42M
|
40.4K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.6K- 16.49% |
$1.22M - $1.44M
|
63.8K
$5.88M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13K- 11.71% |
$1.26M - $1.49M
|
98.3K
$9.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.9K- 18.86% |
$1.34M - $1.58M
|
59.7K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.4K- 37.97% |
$1.39M - $1.64M
|
23.5K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-14.4K- 2.32% |
$1.39M - $1.64M
|
607K
$55.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-14.5K- 11.05% |
$1.41M - $1.66M
|
117K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-14.6K- 58.67% |
$1.41M - $1.66M
|
10.3K
$947K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.1K- 0.93% |
$1.46M - $1.72M
|
1.61M
$148M
|