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 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-570- 1.6% |
$55.2K - $65K
|
35K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-571- 16.82% |
$55.3K - $65.1K
|
2.82K
$341K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-571- 15.52% |
$55.3K - $65.1K
|
3.11K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-574- 2.45% |
$55.6K - $65.4K
|
22.8K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-576- 1.39% |
$55.8K - $65.7K
|
40.9K
$4.94M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-579- 0.8% |
$56.1K - $66K
|
71.6K
$8.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-580- 1.78% |
$56.2K - $66.1K
|
32K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-580- 2.1% |
$56.2K - $66.1K
|
27K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-581- 5.41% |
$56.3K - $66.2K
|
10.2K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-583- 1.27% |
$56.5K - $66.5K
|
45.5K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-583- 43.51% |
$56.5K - $66.5K
|
757
$91.3K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-584- 4.66% |
$56.6K - $66.6K
|
12K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-585- 15.33% |
$56.7K - $66.7K
|
3.23K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-586- 10.01% |
$56.8K - $66.8K
|
5.27K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-588- 3.64% |
$57K - $67K
|
15.6K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-589- 7.9% |
$57.1K - $67.1K
|
6.87K
$828K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-590- 0.58% |
$57.2K - $67.3K
|
102K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-592- 15.23% |
$57.3K - $67.5K
|
3.3K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-598- 1.79% |
$57.9K - $68.2K
|
32.8K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-599- 0.48% |
$58K - $68.3K
|
124K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-599- 2.36% |
$58K - $68.3K
|
24.7K
$2.98M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-599- 22.48% |
$58K - $68.3K
|
2.07K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-600- 0.27% |
$58.1K - $68.4K
|
220K
$26.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-602- 7.25% |
$58.3K - $68.6K
|
7.7K
$928K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-607- 7.16% |
$58.8K - $69.2K
|
7.88K
$950K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-608- 21.25% |
$58.9K - $69.3K
|
2.25K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-611- 12.74% |
$59.2K - $69.7K
|
4.19K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-620- 3.26% |
$60.1K - $70.7K
|
18.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-621- 10.17% |
$60.2K - $70.8K
|
5.48K
$661K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-622- 17.74% |
$60.3K - $70.9K
|
2.88K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-624- 20.13% |
$60.4K - $71.1K
|
2.48K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-625- 3.83% |
$60.5K - $71.3K
|
15.7K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-627- 1.18% |
$60.7K - $71.5K
|
52.7K
$6.35M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-627- 3.99% |
$60.7K - $71.5K
|
15.1K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-627- 2.4% |
$60.7K - $71.5K
|
25.5K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-628- 17.59% |
$60.8K - $71.6K
|
2.94K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-630- 10.54% |
$61K - $71.8K
|
5.35K
$645K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-646- 97.0% |
$62.6K - $73.6K
|
20
$2.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-646- 6.61% |
$62.6K - $73.6K
|
9.12K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-647- 10.34% |
$62.7K - $73.8K
|
5.61K
$676K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-647- 0.96% |
$62.7K - $73.8K
|
66.5K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-647- 2.29% |
$62.7K - $73.8K
|
27.6K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-649- 0.77% |
$62.9K - $74K
|
83.4K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-652- 56.06% |
$63.2K - $74.3K
|
511
$61.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-657- 4.76% |
$63.6K - $74.9K
|
13.1K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-658- 3.35% |
$63.7K - $75K
|
19K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-658- 11.14% |
$63.7K - $75K
|
5.25K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-662- 9.44% |
$64.1K - $75.5K
|
6.35K
$766K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-662- 8.23% |
$64.1K - $75.5K
|
7.39K
$891K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-662- 7.81% |
$64.1K - $75.5K
|
7.81K
$942K
|