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 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-85- 1.92% |
$8.23K - $9.69K
|
4.35K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-89- 0.87% |
$8.62K - $10.1K
|
10.1K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-89- 1.18% |
$8.62K - $10.1K
|
7.47K
$896K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-89- 2.37% |
$8.62K - $10.1K
|
3.66K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-89- 3.58% |
$8.62K - $10.1K
|
2.4K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-90- 2.56% |
$8.72K - $10.3K
|
3.42K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-90- 4.25% |
$8.72K - $10.3K
|
2.03K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-90- 4.35% |
$8.72K - $10.3K
|
1.98K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-91- 2.47% |
$8.82K - $10.4K
|
3.59K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-91- 3.64% |
$8.82K - $10.4K
|
2.41K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-91- 3.75% |
$8.82K - $10.4K
|
2.34K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-92- 1.49% |
$8.91K - $10.5K
|
6.1K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-92- 0.51% |
$8.91K - $10.5K
|
17.8K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-92- 0.93% |
$8.91K - $10.5K
|
9.76K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-94- 2.79% |
$9.11K - $10.7K
|
3.27K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-94- 0.64% |
$9.11K - $10.7K
|
14.5K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-95- 0.37% |
$9.2K - $10.8K
|
25.9K
$3.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-96- 2.9% |
$9.3K - $10.9K
|
3.21K
$385K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-96- 3.71% |
$9.3K - $10.9K
|
2.49K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-96- 2.13% |
$9.3K - $10.9K
|
4.4K
$528K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-96- 2.39% |
$9.3K - $10.9K
|
3.92K
$470K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-97- 0.6% |
$9.4K - $11.1K
|
16.2K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-98- 0.53% |
$9.49K - $11.2K
|
18.4K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-99- 70.71% |
$9.59K - $11.3K
|
41
$4.92K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-99- 1.94% |
$9.59K - $11.3K
|
5K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-99- 4.26% |
$9.59K - $11.3K
|
2.23K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-99- 0.07% |
$9.59K - $11.3K
|
150K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-99- 3.04% |
$9.59K - $11.3K
|
3.16K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 4.11% |
$9.69K - $11.4K
|
2.33K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 4.6% |
$9.69K - $11.4K
|
2.07K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 1.15% |
$9.69K - $11.4K
|
8.62K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 2.09% |
$9.69K - $11.4K
|
4.68K
$562K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-100- 0.38% |
$9.69K - $11.4K
|
26.1K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 2.46% |
$9.69K - $11.4K
|
3.97K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 0.72% |
$9.69K - $11.4K
|
13.7K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 0.84% |
$9.69K - $11.4K
|
11.9K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-100- 3.15% |
$9.69K - $11.4K
|
3.08K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 11.11% |
$9.69K - $11.4K
|
800
$96K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-100- 50.25% |
$9.69K - $11.4K
|
99
$11.9K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-100- 28.57% |
$9.69K - $11.4K
|
250
$30K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-100- 2.56% |
$9.69K - $11.4K
|
3.81K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 1.07% |
$9.69K - $11.4K
|
9.26K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
SELL
|
- |
-100- 3.0% |
$9.69K - $11.4K
|
3.23K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 3.66% |
$9.69K - $11.4K
|
2.64K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 1.28% |
$9.69K - $11.4K
|
7.7K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-100- 0.82% |
$9.69K - $11.4K
|
12.2K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-101- 3.83% |
$9.78K - $11.5K
|
2.53K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-102- 3.22% |
$9.88K - $11.6K
|
3.06K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-103- 0.99% |
$9.98K - $11.7K
|
10.3K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-104- 0.95% |
$10.1K - $11.9K
|
10.9K
$1.31M
|