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 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-293- 8.2% |
$28.4K - $33.4K
|
3.28K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-293- 3.15% |
$28.4K - $33.4K
|
9K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-299- 5.01% |
$29K - $34.1K
|
5.67K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.64% |
$29.1K - $34.2K
|
18K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-300- 0.57% |
$29.1K - $34.2K
|
52.3K
$6.31M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-300- 1.38% |
$29.1K - $34.2K
|
21.4K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-301- 1.62% |
$29.2K - $34.3K
|
18.3K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-302- 7.22% |
$29.3K - $34.4K
|
3.88K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-304- 10.24% |
$29.4K - $34.7K
|
2.67K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-308- 0.96% |
$29.8K - $35.1K
|
31.9K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-310- 12.13% |
$30K - $35.3K
|
2.25K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-314- 0.44% |
$30.4K - $35.8K
|
70.9K
$8.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-316- 5.32% |
$30.6K - $36K
|
5.62K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-316- 18.54% |
$30.6K - $36K
|
1.39K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-317- 0.3% |
$30.7K - $36.1K
|
104K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-318- 2.74% |
$30.8K - $36.3K
|
11.3K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-320- 8.12% |
$31K - $36.5K
|
3.62K
$437K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-321- 0.98% |
$31.1K - $36.6K
|
32.6K
$3.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-323- 5.47% |
$31.3K - $36.8K
|
5.58K
$673K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-325- 3.29% |
$31.5K - $37.1K
|
9.56K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-326- 2.86% |
$31.6K - $37.2K
|
11.1K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-327- 1.24% |
$31.7K - $37.3K
|
26K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-327- 2.6% |
$31.7K - $37.3K
|
12.2K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-328- 8.35% |
$31.8K - $37.4K
|
3.6K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-335- 4.88% |
$32.5K - $38.2K
|
6.54K
$788K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-337- 1.72% |
$32.6K - $38.4K
|
19.3K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-337- 38.08% |
$32.6K - $38.4K
|
548
$66.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-343- 6.27% |
$33.2K - $39.1K
|
5.13K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-343- 5.61% |
$33.2K - $39.1K
|
5.77K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-345- 9.82% |
$33.4K - $39.3K
|
3.17K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-355- 11.53% |
$34.4K - $40.5K
|
2.73K
$329K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-358- 4.39% |
$34.7K - $40.8K
|
7.79K
$939K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-359- 3.69% |
$34.8K - $40.9K
|
9.38K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-360- 2.14% |
$34.9K - $41K
|
16.5K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 9.0% |
$34.9K - $41K
|
3.64K
$439K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-362- 0.15% |
$35.1K - $41.3K
|
239K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-363- 63.68% |
$35.2K - $41.4K
|
207
$25K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-365- 17.5% |
$35.4K - $41.6K
|
1.72K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-365- 70.6% |
$35.4K - $41.6K
|
152
$18.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-366- 18.33% |
$35.5K - $41.7K
|
1.63K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-371- 6.41% |
$35.9K - $42.3K
|
5.41K
$653K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-373- 7.64% |
$36.1K - $42.5K
|
4.51K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-374- 6.37% |
$36.2K - $42.6K
|
5.5K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-374- 0.76% |
$36.2K - $42.6K
|
48.6K
$5.86M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-375- 6.44% |
$36.3K - $42.8K
|
5.45K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-375- 0.9% |
$36.3K - $42.8K
|
41.1K
$4.96M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-375- 11.92% |
$36.3K - $42.8K
|
2.77K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-375- 0.86% |
$36.3K - $42.8K
|
43K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-378- 4.95% |
$36.6K - $43.1K
|
7.25K
$875K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-380- 1.01% |
$36.8K - $43.3K
|
37.1K
$4.47M
|