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 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-451- 8.61% |
$43.7K - $51.4K
|
4.79K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-452- 7.23% |
$43.8K - $51.5K
|
5.8K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-457- 6.22% |
$44.3K - $52.1K
|
6.89K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-459- 2.91% |
$44.5K - $52.3K
|
15.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-460- 2.26% |
$44.6K - $52.4K
|
19.9K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-465- 6.16% |
$45K - $53K
|
7.08K
$854K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-466- 2.56% |
$45.1K - $53.1K
|
17.8K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-467- 3.38% |
$45.2K - $53.2K
|
13.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-471- 14.2% |
$45.6K - $53.7K
|
2.85K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-473- 39.81% |
$45.8K - $53.9K
|
715
$86.2K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-473- 1.0% |
$45.8K - $53.9K
|
46.6K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-474- 4.44% |
$45.9K - $54K
|
10.2K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-475- 16.48% |
$46K - $54.2K
|
2.41K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-478- 60.97% |
$46.3K - $54.5K
|
306
$36.9K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-481- 1.97% |
$46.6K - $54.8K
|
23.9K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-486- 13.63% |
$47.1K - $55.4K
|
3.08K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 13.59% |
$47.3K - $55.6K
|
3.1K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-489- 0.2% |
$47.4K - $55.7K
|
243K
$29.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-494- 8.49% |
$47.9K - $56.3K
|
5.33K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-495- 14.57% |
$48K - $56.4K
|
2.9K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-496- 85.66% |
$48K - $56.5K
|
83
$10K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-499- 13.92% |
$48.3K - $56.9K
|
3.09K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 9.43% |
$48.4K - $57K
|
4.81K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-500- 3.58% |
$48.4K - $57K
|
13.5K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-503- 4.65% |
$48.7K - $57.3K
|
10.3K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-506- 7.21% |
$49K - $57.7K
|
6.52K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-506- 9.51% |
$49K - $57.7K
|
4.82K
$581K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-510- 15.99% |
$49.4K - $58.1K
|
2.68K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-512- 9.9% |
$49.6K - $58.4K
|
4.66K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-513- 2.07% |
$49.7K - $58.5K
|
24.3K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-515- 2.92% |
$49.9K - $58.7K
|
17.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-515- 2.71% |
$49.9K - $58.7K
|
18.5K
$2.23M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-523- 3.06% |
$50.7K - $59.6K
|
16.6K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-532- 2.11% |
$51.5K - $60.6K
|
24.7K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-535- 19.57% |
$51.8K - $61K
|
2.2K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-535- 18.88% |
$51.8K - $61K
|
2.3K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-538- 4.33% |
$52.1K - $61.3K
|
11.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-540- 1.18% |
$52.3K - $61.6K
|
45K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-543- 5.6% |
$52.6K - $61.9K
|
9.16K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-546- 15.56% |
$52.9K - $62.2K
|
2.96K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-546- 3.58% |
$52.9K - $62.2K
|
14.7K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-547- 0.68% |
$53K - $62.4K
|
80.4K
$9.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-549- 1.52% |
$53.2K - $62.6K
|
35.7K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-550- 20.3% |
$53.3K - $62.7K
|
2.16K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-555- 4.79% |
$53.8K - $63.3K
|
11K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-560- 9.11% |
$54.2K - $63.8K
|
5.59K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-561- 3.19% |
$54.3K - $64K
|
17K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-564- 13.92% |
$54.6K - $64.3K
|
3.49K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-565- 1.08% |
$54.7K - $64.4K
|
51.7K
$6.24M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-567- 1.87% |
$54.9K - $64.6K
|
29.7K
$3.58M
|