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 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-147- 14.92% |
$14.2K - $16.8K
|
838
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-148- 3.08% |
$14.3K - $16.9K
|
4.66K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-149- 3.49% |
$14.4K - $17K
|
4.12K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.01% |
$14.5K - $17.1K
|
14.7K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-150- 0.35% |
$14.5K - $17.1K
|
42.5K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 46.88% |
$14.5K - $17.1K
|
170
$20.4K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 1.03% |
$14.5K - $17.1K
|
14.5K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-150- 3.68% |
$14.5K - $17.1K
|
3.93K
$471K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-150- 2.99% |
$14.5K - $17.1K
|
4.87K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-155- 6.22% |
$15K - $17.7K
|
2.34K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-155- 5.23% |
$15K - $17.7K
|
2.81K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-157- 6.69% |
$15.2K - $17.9K
|
2.19K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-159- 1.76% |
$15.4K - $18.1K
|
8.86K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.24% |
$15.5K - $18.2K
|
67.3K
$8.07M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-160- 2.47% |
$15.5K - $18.2K
|
6.32K
$759K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-160- 5.1% |
$15.5K - $18.2K
|
2.98K
$358K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-161- 0.87% |
$15.6K - $18.4K
|
18.4K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 6.56% |
$15.7K - $18.5K
|
2.31K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-162- 0.91% |
$15.7K - $18.5K
|
17.7K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-163- 3.02% |
$15.8K - $18.6K
|
5.24K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-163- 6.37% |
$15.8K - $18.6K
|
2.4K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-165- 1.64% |
$16K - $18.8K
|
9.88K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-167- 0.61% |
$16.2K - $19K
|
27.2K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 7.07% |
$16.2K - $19K
|
2.19K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-167- 2.58% |
$16.2K - $19K
|
6.3K
$756K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-170- 0.59% |
$16.5K - $19.4K
|
28.7K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-171- 4.03% |
$16.6K - $19.5K
|
4.08K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-171- 2.28% |
$16.6K - $19.5K
|
7.33K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-171- 2.82% |
$16.6K - $19.5K
|
5.88K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-173- 0.93% |
$16.8K - $19.7K
|
18.4K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-174- 0.89% |
$16.9K - $19.8K
|
19.4K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-175- 1.29% |
$17K - $20K
|
13.4K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-175- 1.04% |
$17K - $20K
|
16.6K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-175- 2.68% |
$17K - $20K
|
6.34K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-180- 2.21% |
$17.4K - $20.5K
|
7.97K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-183- 1.07% |
$17.7K - $20.9K
|
16.9K
$2.03M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-185- 3.68% |
$17.9K - $21.1K
|
4.84K
$581K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-189- 1.45% |
$18.3K - $21.5K
|
12.8K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-191- 3.18% |
$18.5K - $21.8K
|
5.82K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-191- 0.27% |
$18.5K - $21.8K
|
69.4K
$8.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-192- 4.77% |
$18.6K - $21.9K
|
3.84K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-192- 2.16% |
$18.6K - $21.9K
|
8.69K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-192- 91.87% |
$18.6K - $21.9K
|
17
$2.04K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-193- 3.0% |
$18.7K - $22K
|
6.23K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-193- 0.3% |
$18.7K - $22K
|
64.2K
$7.7M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-193- 1.92% |
$18.7K - $22K
|
9.83K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-193- 7.28% |
$18.7K - $22K
|
2.46K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-194- 5.19% |
$18.8K - $22.1K
|
3.54K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-195- 4.67% |
$18.9K - $22.2K
|
3.98K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-195- 6.56% |
$18.9K - $22.2K
|
2.78K
$333K
|