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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-380- 6.19% |
$36.8K - $43.3K
|
5.76K
$694K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-384- 0.17% |
$37.2K - $43.8K
|
226K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-386- 1.28% |
$37.4K - $44K
|
29.8K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-389- 15.01% |
$37.7K - $44.3K
|
2.2K
$266K
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-390- 1.67% |
$37.8K - $44.5K
|
23K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-391- 15.02% |
$37.9K - $44.6K
|
2.21K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-391- 1.15% |
$37.9K - $44.6K
|
33.5K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-393- 3.65% |
$38.1K - $44.8K
|
10.4K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-393- 4.21% |
$38.1K - $44.8K
|
8.94K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-397- 2.62% |
$38.5K - $45.3K
|
14.8K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-398- 9.08% |
$38.6K - $45.4K
|
3.99K
$481K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-399- 11.22% |
$38.7K - $45.5K
|
3.16K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-399- 7.46% |
$38.7K - $45.5K
|
4.95K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-399- 7.56% |
$38.7K - $45.5K
|
4.88K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-400- 4.3% |
$38.7K - $45.6K
|
8.9K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-403- 0.09% |
$39K - $45.9K
|
439K
$52.9M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-403- 10.28% |
$39K - $45.9K
|
3.52K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-404- 2.21% |
$39.1K - $46.1K
|
17.9K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-404- 4.72% |
$39.1K - $46.1K
|
8.15K
$983K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-406- 1.38% |
$39.3K - $46.3K
|
29K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-407- 0.85% |
$39.4K - $46.4K
|
47.6K
$5.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-410- 2.63% |
$39.7K - $46.7K
|
15.2K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-411- 1.37% |
$39.8K - $46.9K
|
29.5K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-411- 0.14% |
$39.8K - $46.9K
|
301K
$36.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-414- 3.89% |
$40.1K - $47.2K
|
10.2K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-415- 3.26% |
$40.2K - $47.3K
|
12.3K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-415- 1.11% |
$40.2K - $47.3K
|
36.8K
$4.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-416- 2.81% |
$40.3K - $47.4K
|
14.4K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-416- 15.67% |
$40.3K - $47.4K
|
2.24K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-417- 5.94% |
$40.4K - $47.5K
|
6.6K
$796K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-422- 16.98% |
$40.9K - $48.1K
|
2.06K
$249K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-423- 6.76% |
$41K - $48.2K
|
5.83K
$704K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-425- 7.28% |
$41.2K - $48.5K
|
5.41K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-425- 1.38% |
$41.2K - $48.5K
|
30.3K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-429- 8.33% |
$41.6K - $48.9K
|
4.72K
$569K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-431- 0.93% |
$41.8K - $49.1K
|
46K
$5.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-432- 12.9% |
$41.8K - $49.2K
|
2.92K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-432- 1.81% |
$41.8K - $49.2K
|
23.5K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-432- 12.48% |
$41.8K - $49.2K
|
3.03K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-432- 4.73% |
$41.8K - $49.2K
|
8.71K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-433- 1.47% |
$41.9K - $49.4K
|
29K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-437- 13.48% |
$42.3K - $49.8K
|
2.8K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-441- 0.92% |
$42.7K - $50.3K
|
47.4K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-441- 2.35% |
$42.7K - $50.3K
|
18.3K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-446- 14.33% |
$43.2K - $50.8K
|
2.67K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-446- 4.14% |
$43.2K - $50.8K
|
10.3K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-447- 1.23% |
$43.3K - $51K
|
35.8K
$4.32M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-449- 9.43% |
$43.5K - $51.2K
|
4.31K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-451- 0.51% |
$43.7K - $51.4K
|
88K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-451- 3.54% |
$43.7K - $51.4K
|
12.3K
$1.48M
|