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 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-237- 7.92% |
$23K - $27K
|
2.75K
$332K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-238- 1.47% |
$23.1K - $27.1K
|
15.9K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-239- 8.8% |
$23.2K - $27.2K
|
2.48K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-240- 3.33% |
$23.2K - $27.4K
|
6.96K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-240- 14.11% |
$23.2K - $27.4K
|
1.46K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-242- 2.14% |
$23.4K - $27.6K
|
11.1K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-243- 3.85% |
$23.5K - $27.7K
|
6.07K
$732K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-244- 1.99% |
$23.6K - $27.8K
|
12K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-245- 0.95% |
$23.7K - $27.9K
|
25.5K
$3.07M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-246- 1.7% |
$23.8K - $28K
|
14.2K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-247- 2.43% |
$23.9K - $28.2K
|
9.91K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-247- 40.83% |
$23.9K - $28.2K
|
358
$43.2K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-248- 6.82% |
$24K - $28.3K
|
3.39K
$408K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-248- 3.13% |
$24K - $28.3K
|
7.67K
$924K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-249- 7.08% |
$24.1K - $28.4K
|
3.27K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-250- 2.87% |
$24.2K - $28.5K
|
8.45K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-252- 0.48% |
$24.4K - $28.7K
|
52.7K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-253- 0.57% |
$24.5K - $28.8K
|
43.9K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-253- 10.91% |
$24.5K - $28.8K
|
2.07K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-255- 2.73% |
$24.7K - $29.1K
|
9.07K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-257- 0.97% |
$24.9K - $29.3K
|
26.1K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-257- 0.61% |
$24.9K - $29.3K
|
42.2K
$5.08M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.09% |
$25.2K - $29.6K
|
23.5K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-261- 1.67% |
$25.3K - $29.8K
|
15.4K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-262- 1.1% |
$25.4K - $29.9K
|
23.6K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-262- 3.54% |
$25.4K - $29.9K
|
7.15K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-262- 0.19% |
$25.4K - $29.9K
|
140K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-263- 3.04% |
$25.5K - $30K
|
8.38K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-264- 5.85% |
$25.6K - $30.1K
|
4.25K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-266- 2.59% |
$25.8K - $30.3K
|
10K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-271- 0.63% |
$26.3K - $30.9K
|
42.9K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-272- 0.41% |
$26.3K - $31K
|
66.2K
$7.99M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-274- 4.36% |
$26.5K - $31.2K
|
6.02K
$726K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-275- 1.75% |
$26.6K - $31.4K
|
15.5K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-276- 6.61% |
$26.7K - $31.5K
|
3.9K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-276- 5.21% |
$26.7K - $31.5K
|
5.02K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-278- 2.78% |
$26.9K - $31.7K
|
9.72K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-278- 7.25% |
$26.9K - $31.7K
|
3.55K
$429K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-278- 10.8% |
$26.9K - $31.7K
|
2.3K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-282- 4.79% |
$27.3K - $32.1K
|
5.6K
$676K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-282- 0.58% |
$27.3K - $32.1K
|
48.5K
$5.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-283- 2.33% |
$27.4K - $32.3K
|
11.9K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-283- 3.06% |
$27.4K - $32.3K
|
8.97K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-285- 7.61% |
$27.6K - $32.5K
|
3.46K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-286- 0.87% |
$27.7K - $32.6K
|
32.8K
$3.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-288- 1.35% |
$27.9K - $32.8K
|
21.1K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-291- 4.45% |
$28.2K - $33.2K
|
6.25K
$754K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-292- 6.63% |
$28.3K - $33.3K
|
4.11K
$496K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-292- 11.23% |
$28.3K - $33.3K
|
2.31K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-293- 3.74% |
$28.4K - $33.4K
|
7.54K
$910K
|