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 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-975- 1.64% |
$94.4K - $111K
|
58.3K
$7.04M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-976- 29.5% |
$94.5K - $111K
|
2.33K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-978- 5.41% |
$94.7K - $111K
|
17.1K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-979- 3.14% |
$94.8K - $112K
|
30.2K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-989- 4.08% |
$95.8K - $113K
|
23.3K
$2.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-991- 13.54% |
$96K - $113K
|
6.33K
$763K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-991- 7.77% |
$96K - $113K
|
11.8K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-996- 6.33% |
$96.5K - $114K
|
14.8K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-999- 56.92% |
$96.8K - $114K
|
756
$91.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1K- 6.52% |
$96.9K - $114K
|
14.3K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 0.2% |
$96.9K - $114K
|
490K
$59.2M
|
|
|
May 14, 2025
Q1 2025
|
Arnhold LLC
|
SELL
|
- |
-1K- 18.3% |
$96.9K - $114K
|
4.46K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-1K- 6.87% |
$96.9K - $114K
|
13.6K
$1.63M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1K- 0.83% |
$97.3K - $114K
|
120K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 1.08% |
$98.3K - $116K
|
93.1K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.02K- 8.86% |
$99.1K - $117K
|
10.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-1.02K- 0.95% |
$99.1K - $117K
|
107K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.04K- 0.83% |
$100K - $118K
|
123K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.05K- 16.26% |
$101K - $119K
|
5.39K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.05K- 2.08% |
$102K - $120K
|
49.5K
$5.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.05K- 32.28% |
$102K - $120K
|
2.21K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.06K- 57.97% |
$102K - $121K
|
767
$92.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-1.06K- 4.63% |
$103K - $121K
|
21.9K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.06K- 7.33% |
$103K - $121K
|
13.4K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.06K- 8.27% |
$103K - $121K
|
11.8K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.07K- 9.28% |
$103K - $121K
|
10.4K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-1.07K- 7.37% |
$103K - $122K
|
13.4K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 4.53% |
$104K - $122K
|
22.5K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.08K- 6.16% |
$105K - $123K
|
16.5K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.08K- 28.41% |
$105K - $123K
|
2.72K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.18% |
$105K - $124K
|
48.6K
$5.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.09K- 6.83% |
$105K - $124K
|
14.8K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.09K- 3.86% |
$105K - $124K
|
27K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.09K- 8.29% |
$106K - $124K
|
12.1K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.09K- 27.23% |
$106K - $125K
|
2.92K
$353K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.1K- 3.81% |
$106K - $125K
|
27.6K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.1K- 7.22% |
$107K - $126K
|
14.1K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.11K- 13.89% |
$108K - $127K
|
6.88K
$830K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.11K- 27.84% |
$108K - $127K
|
2.89K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.12K- 18.7% |
$108K - $127K
|
4.86K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.12K- 0.92% |
$109K - $128K
|
121K
$14.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.13K- 4.33% |
$109K - $128K
|
24.9K
$3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 4.39% |
$110K - $130K
|
24.7K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.14K- 1.31% |
$111K - $130K
|
86.3K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1.15K- 9.75% |
$111K - $131K
|
10.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 9.2% |
$112K - $131K
|
11.4K
$1.37M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.15K- 2.24% |
$112K - $131K
|
50.3K
$6.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-1.16K- 0.85% |
$112K - $132K
|
135K
$16.2M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.16K- 15.28% |
$113K - $133K
|
6.45K
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.16K- 35.39% |
$113K - $133K
|
2.13K
$256K
|