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
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-57- 0.91% |
$5.52K - $6.5K
|
6.18K
$741K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-59- 1.27% |
$5.72K - $6.73K
|
4.59K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-59- 0.83% |
$5.72K - $6.73K
|
7.02K
$843K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-59- 1.2% |
$5.72K - $6.73K
|
4.86K
$582K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-59- 2.3% |
$5.72K - $6.73K
|
2.51K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-60- 0.24% |
$5.81K - $6.84K
|
24.9K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-60- 0.68% |
$5.81K - $6.84K
|
8.71K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-60- 0.83% |
$5.81K - $6.84K
|
7.15K
$858K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-61- 0.81% |
$5.91K - $6.95K
|
7.49K
$898K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-62- 1.24% |
$6.01K - $7.07K
|
4.96K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-63- 0.07% |
$6.1K - $7.18K
|
96.4K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-64- 0.74% |
$6.2K - $7.3K
|
8.6K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-65- 2.64% |
$6.3K - $7.41K
|
2.4K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-65- 0.5% |
$6.3K - $7.41K
|
13K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-66- 1.78% |
$6.39K - $7.52K
|
3.65K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-67- 0.64% |
$6.49K - $7.64K
|
10.3K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-67- 3.16% |
$6.49K - $7.64K
|
2.05K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.33% |
$6.59K - $7.75K
|
2.85K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-68- 2.28% |
$6.59K - $7.75K
|
2.92K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-69- 0.03% |
$6.68K - $7.87K
|
234K
$28.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 24.56% |
$6.78K - $7.98K
|
215
$25.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-70- 5.15% |
$6.78K - $7.98K
|
1.29K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-70- 1.54% |
$6.78K - $7.98K
|
4.47K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-70- 2.77% |
$6.78K - $7.98K
|
2.46K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-71- 2.44% |
$6.88K - $8.09K
|
2.84K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-71- 3.64% |
$6.88K - $8.09K
|
1.88K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-72- 0.31% |
$6.97K - $8.21K
|
23K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-72- 0.44% |
$6.97K - $8.21K
|
16.1K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-73- 0.69% |
$7.07K - $8.32K
|
10.5K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-74- 6.71% |
$7.17K - $8.44K
|
1.03K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-74- 0.03% |
$7.17K - $8.44K
|
292K
$35M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-75- 3.21% |
$7.27K - $8.55K
|
2.26K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-75- 2.22% |
$7.27K - $8.55K
|
3.3K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.48% |
$7.27K - $8.55K
|
15.5K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 0.88% |
$7.27K - $8.55K
|
8.45K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-75- 1.08% |
$7.27K - $8.55K
|
6.87K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-75- 2.41% |
$7.27K - $8.55K
|
3.04K
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-77- 1.48% |
$7.46K - $8.78K
|
5.12K
$614K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-77- 1.27% |
$7.46K - $8.78K
|
6K
$720K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 3.04% |
$7.56K - $8.89K
|
2.49K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-78- 0.35% |
$7.56K - $8.89K
|
22.2K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-78- 1.9% |
$7.56K - $8.89K
|
4.03K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-79- 1.91% |
$7.65K - $9.01K
|
4.06K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-80- 0.17% |
$7.75K - $9.12K
|
48.2K
$5.78M
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-80- 0.51% |
$7.75K - $9.12K
|
15.7K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-80- 0.58% |
$7.75K - $9.12K
|
13.7K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-80- 0.39% |
$7.75K - $9.12K
|
20.7K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-81- 25.55% |
$7.85K - $9.23K
|
236
$28.3K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-84- 0.67% |
$8.14K - $9.58K
|
12.4K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-85- 2.11% |
$8.23K - $9.69K
|
3.95K
$474K
|