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 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-105- 26.32% |
$10.2K - $12K
|
294
$35.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-105- 2.92% |
$10.2K - $12K
|
3.49K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-105- 1.98% |
$10.2K - $12K
|
5.19K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-106- 0.54% |
$10.3K - $12.1K
|
19.6K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 1.85% |
$10.3K - $12.1K
|
5.63K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-107- 4.16% |
$10.4K - $12.2K
|
2.47K
$296K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-107- 3.85% |
$10.4K - $12.2K
|
2.68K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-108- 0.28% |
$10.5K - $12.3K
|
39K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-109- 1.17% |
$10.6K - $12.4K
|
9.19K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-109- 1.62% |
$10.6K - $12.4K
|
6.61K
$793K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-110- 1.14% |
$10.7K - $12.5K
|
9.56K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-110- 1.43% |
$10.7K - $12.5K
|
7.6K
$912K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-115- 0.56% |
$11.1K - $13.1K
|
20.6K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-115- 2.11% |
$11.1K - $13.1K
|
5.33K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-115- 3.32% |
$11.1K - $13.1K
|
3.35K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-116- 2.44% |
$11.2K - $13.2K
|
4.63K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-116- 4.76% |
$11.2K - $13.2K
|
2.32K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-117- 1.23% |
$11.3K - $13.3K
|
9.37K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-118- 3.39% |
$11.4K - $13.5K
|
3.36K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-118- 3.32% |
$11.4K - $13.5K
|
3.43K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-119- 1.23% |
$11.5K - $13.6K
|
9.59K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-120- 0.18% |
$11.6K - $13.7K
|
68K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-120- 0.23% |
$11.6K - $13.7K
|
51K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-120- 1.02% |
$11.6K - $13.7K
|
11.6K
$1.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-121- 1.69% |
$11.7K - $13.8K
|
7.03K
$843K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-121- 3.55% |
$11.7K - $13.8K
|
3.29K
$395K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-122- 26.24% |
$11.8K - $13.9K
|
343
$41.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-123- 7.7% |
$11.9K - $14K
|
1.47K
$177K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-123- 5.54% |
$11.9K - $14K
|
2.1K
$251K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-123- 3.39% |
$11.9K - $14K
|
3.5K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-123- 0.43% |
$11.9K - $14K
|
28.6K
$3.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-124- 23.75% |
$12K - $14.1K
|
398
$47.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-124- 21.16% |
$12K - $14.1K
|
462
$55.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-124- 3.72% |
$12K - $14.1K
|
3.21K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.93% |
$12.1K - $14.3K
|
13.4K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-125- 0.6% |
$12.1K - $14.3K
|
20.9K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-125- 3.11% |
$12.1K - $14.3K
|
3.9K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-126- 4.75% |
$12.2K - $14.4K
|
2.53K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-127- 0.75% |
$12.3K - $14.5K
|
16.8K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-127- 4.0% |
$12.3K - $14.5K
|
3.05K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-127- 5.24% |
$12.3K - $14.5K
|
2.3K
$276K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-127- 0.94% |
$12.3K - $14.5K
|
13.4K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-130- 2.12% |
$12.6K - $14.8K
|
6.01K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-130- 6.57% |
$12.6K - $14.8K
|
1.85K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-132- 2.01% |
$12.8K - $15K
|
6.45K
$773K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-135- 0.94% |
$13.1K - $15.4K
|
14.3K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-140- 3.8% |
$13.6K - $16K
|
3.54K
$425K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 5.29% |
$13.7K - $16.1K
|
2.52K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-143- 2.24% |
$13.9K - $16.3K
|
6.23K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-145- 1.9% |
$14K - $16.5K
|
7.47K
$896K
|