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
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-665- 2.17% |
$64.4K - $75.8K
|
30K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-670- 1.57% |
$64.9K - $76.4K
|
42K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-674- 9.77% |
$65.3K - $76.8K
|
6.23K
$751K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-679- 17.03% |
$65.8K - $77.4K
|
3.31K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-679- 2.22% |
$65.8K - $77.4K
|
29.9K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-680- 12.56% |
$65.9K - $77.5K
|
4.74K
$571K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-686- 0.79% |
$66.5K - $78.2K
|
86.4K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-687- 7.63% |
$66.5K - $78.3K
|
8.32K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-689- 2.35% |
$66.7K - $78.5K
|
28.7K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-690- 2.25% |
$66.8K - $78.7K
|
29.9K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-695- 3.17% |
$67.3K - $79.2K
|
21.2K
$2.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-696- 47.9% |
$67.4K - $79.3K
|
757
$91.3K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-697- 2.57% |
$67.5K - $79.5K
|
26.4K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-699- 32.23% |
$67.7K - $79.7K
|
1.47K
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-700- 2.37% |
$67.8K - $79.8K
|
28.9K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-701- 10.48% |
$67.9K - $79.9K
|
5.99K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-704- 24.57% |
$68.2K - $80.3K
|
2.16K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-707- 1.46% |
$68.5K - $80.6K
|
47.6K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-712- 4.0% |
$69K - $81.2K
|
17.1K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-715- 0.29% |
$69.3K - $81.5K
|
248K
$29.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-720- 29.94% |
$69.7K - $82.1K
|
1.69K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-720- 0.32% |
$69.7K - $82.1K
|
224K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-721- 1.57% |
$69.8K - $82.2K
|
45.2K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-725- 13.49% |
$70.2K - $82.7K
|
4.65K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-726- 12.03% |
$70.3K - $82.8K
|
5.31K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-726- 2.68% |
$70.3K - $82.8K
|
26.4K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-729- 0.59% |
$70.6K - $83.1K
|
123K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-730- 17.79% |
$70.7K - $83.2K
|
3.37K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-732- 1.72% |
$70.9K - $83.4K
|
41.8K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-733- 16.12% |
$71K - $83.6K
|
3.82K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-733- 9.15% |
$71K - $83.6K
|
7.28K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-735- 10.45% |
$71.2K - $83.8K
|
6.3K
$759K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-745- 1.69% |
$72.2K - $84.9K
|
43.4K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-749- 1.83% |
$72.6K - $85.4K
|
40.2K
$4.85M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-750- 9.13% |
$72.7K - $85.5K
|
7.47K
$900K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 8.94% |
$72.7K - $85.5K
|
7.64K
$921K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-751- 2.47% |
$72.7K - $85.6K
|
29.7K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-754- 17.86% |
$73K - $86K
|
3.47K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-754- 1.33% |
$73K - $86K
|
56.1K
$6.77M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-759- 3.09% |
$73.5K - $86.5K
|
23.8K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-760- 0.49% |
$73.6K - $86.6K
|
154K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-764- 0.52% |
$74K - $87.1K
|
147K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-768- 4.14% |
$74.4K - $87.6K
|
17.8K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-770- 3.44% |
$74.6K - $87.8K
|
21.6K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-773- 1.78% |
$74.9K - $88.1K
|
42.8K
$5.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-775- 24.5% |
$75.1K - $88.4K
|
2.39K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-778- 5.78% |
$75.4K - $88.7K
|
12.7K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-780- 6.46% |
$75.6K - $88.9K
|
11.3K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-780- 13.4% |
$75.6K - $88.9K
|
5.04K
$608K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-781- 20.34% |
$75.7K - $89K
|
3.06K
$369K
|