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 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.16K- 35.39% |
$113K - $133K
|
2.13K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 24.44% |
$114K - $134K
|
3.63K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.18K- 13.21% |
$114K - $134K
|
7.72K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.18K- 5.85% |
$114K - $134K
|
18.9K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.18K- 2.09% |
$114K - $134K
|
55.1K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.18K- 5.63% |
$114K - $135K
|
19.8K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-1.2K- 0.19% |
$116K - $136K
|
633K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.21K- 7.0% |
$117K - $138K
|
16.1K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.22K- 0.95% |
$118K - $139K
|
128K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.22K- 4.12% |
$118K - $139K
|
28.5K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.23K- 1.95% |
$119K - $140K
|
61.6K
$7.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.23K- 3.05% |
$119K - $141K
|
39.2K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.24K- 5.57% |
$120K - $141K
|
20.9K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 18.35% |
$121K - $142K
|
5.54K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.25K- 4.95% |
$121K - $143K
|
24K
$2.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.25K- 17.01% |
$121K - $143K
|
6.11K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.27K- 36.67% |
$123K - $144K
|
2.19K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.27K- 3.89% |
$123K - $145K
|
31.3K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.27K- 6.9% |
$123K - $145K
|
17.2K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.27K- 16.42% |
$123K - $145K
|
6.48K
$781K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.28K- 6.67% |
$124K - $146K
|
17.9K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.29K- 14.58% |
$125K - $147K
|
7.55K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.29K- 9.43% |
$125K - $147K
|
12.4K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.3K- 3.35% |
$126K - $148K
|
37.5K
$4.52M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.3K- 0.19% |
$126K - $148K
|
676K
$81.5M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.3K- 23.07% |
$126K - $148K
|
4.34K
$523K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.31K- 7.86% |
$127K - $149K
|
15.3K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-1.31K- 2.23% |
$127K - $149K
|
57.3K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.34K- 2.61% |
$130K - $153K
|
50K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.34K- 0.44% |
$130K - $153K
|
304K
$36.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.37K- 9.18% |
$132K - $156K
|
13.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.37K- 11.66% |
$132K - $156K
|
10.4K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.39K- 6.68% |
$134K - $158K
|
19.4K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.39K- 10.55% |
$135K - $158K
|
11.8K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.39K- 2.85% |
$135K - $158K
|
47.4K
$5.71M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.39K- 40.9% |
$135K - $159K
|
2.01K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-1.4K- 4.76% |
$136K - $160K
|
28K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.4K- 2.5% |
$136K - $160K
|
54.7K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.41K- 12.28% |
$136K - $161K
|
10.1K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-1.42K- 22.47% |
$138K - $162K
|
4.91K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.43K- 1.55% |
$139K - $163K
|
91K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.43K- 18.59% |
$139K - $163K
|
6.27K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.47K- 5.55% |
$142K - $167K
|
24.9K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.48K- 33.56% |
$143K - $168K
|
2.93K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.49K- 2.73% |
$144K - $170K
|
53.1K
$6.4M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.49K- 8.04% |
$144K - $170K
|
17K
$2.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 7.21% |
$145K - $171K
|
19.3K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.5K- 99.67% |
$145K - $171K
|
5
$603
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.52K- 12.66% |
$147K - $173K
|
10.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.52K- 11.84% |
$147K - $174K
|
11.3K
$1.37M
|