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 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-197- 19.92% |
$19.1K - $22.5K
|
792
$95.5K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-197- 8.64% |
$19.1K - $22.5K
|
2.08K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-198- 3.23% |
$19.2K - $22.6K
|
5.93K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-198- 1.39% |
$19.2K - $22.6K
|
14K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-199- 1.07% |
$19.3K - $22.7K
|
18.5K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-199- 3.08% |
$19.3K - $22.7K
|
6.27K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-199- 2.54% |
$19.3K - $22.7K
|
7.64K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-200- 3.86% |
$19.4K - $22.8K
|
4.98K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 0.83% |
$19.4K - $22.8K
|
24K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 1.8% |
$19.4K - $22.8K
|
10.9K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.21% |
$19.4K - $22.8K
|
97.2K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-200- 65.57% |
$19.4K - $22.8K
|
105
$12.7K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-200- 0.64% |
$19.4K - $22.8K
|
31.2K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-200- 80.0% |
$19.4K - $22.8K
|
50
$6.03K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-201- 4.47% |
$19.5K - $22.9K
|
4.3K
$519K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-203- 8.05% |
$19.7K - $23.1K
|
2.32K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-203- 0.54% |
$19.7K - $23.1K
|
37.4K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-205- 15.66% |
$19.9K - $23.4K
|
1.1K
$133K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-206- 4.1% |
$20K - $23.5K
|
4.82K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-206- 3.99% |
$20K - $23.5K
|
4.95K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-208- 8.4% |
$20.1K - $23.7K
|
2.27K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-211- 5.88% |
$20.4K - $24.1K
|
3.38K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-212- 1.97% |
$20.5K - $24.2K
|
10.6K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-213- 3.64% |
$20.6K - $24.3K
|
5.64K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-216- 3.62% |
$20.9K - $24.6K
|
5.74K
$693K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-216- 1.15% |
$20.9K - $24.6K
|
18.6K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-217- 5.07% |
$21K - $24.7K
|
4.07K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-217- 4.1% |
$21K - $24.7K
|
5.07K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-218- 3.63% |
$21.1K - $24.9K
|
5.78K
$697K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-218- 3.53% |
$21.1K - $24.9K
|
5.95K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-218- 6.8% |
$21.1K - $24.9K
|
2.99K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-220- 5.4% |
$21.3K - $25.1K
|
3.86K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-222- 1.01% |
$21.5K - $25.3K
|
21.7K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-223- 0.71% |
$21.6K - $25.4K
|
31.3K
$3.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-223- 4.26% |
$21.6K - $25.4K
|
5.01K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 3.3% |
$21.6K - $25.4K
|
6.53K
$787K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-225- 2.63% |
$21.8K - $25.7K
|
8.33K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-225- 0.78% |
$21.8K - $25.7K
|
28.7K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-227- 2.11% |
$22K - $25.9K
|
10.6K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-229- 4.6% |
$22.2K - $26.1K
|
4.75K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-232- 6.66% |
$22.5K - $26.4K
|
3.25K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-232- 3.44% |
$22.5K - $26.4K
|
6.51K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-232- 0.41% |
$22.5K - $26.4K
|
56.3K
$6.79M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-233- 0.44% |
$22.6K - $26.6K
|
52.2K
$6.29M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-233- 2.1% |
$22.6K - $26.6K
|
10.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-233- 7.27% |
$22.6K - $26.6K
|
2.97K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-234- 3.4% |
$22.7K - $26.7K
|
6.65K
$802K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-236- 1.11% |
$22.9K - $26.9K
|
21K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-236- 5.8% |
$22.9K - $26.9K
|
3.84K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-236- 1.12% |
$22.9K - $26.9K
|
20.9K
$2.52M
|