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 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.55K- 26.49% |
$150K - $176K
|
4.29K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.55K- 20.97% |
$150K - $177K
|
5.85K
$705K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.57K- 1.61% |
$152K - $179K
|
95.8K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.57K- 8.46% |
$152K - $179K
|
17K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.58K- 30.25% |
$153K - $180K
|
3.63K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.59K- 7.3% |
$154K - $181K
|
20.2K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.59K- 8.57% |
$154K - $181K
|
17K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.81% |
$155K - $182K
|
86.6K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.61K- 5.25% |
$155K - $183K
|
29K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-1.61K- 8.47% |
$156K - $184K
|
17.4K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.62K- 1.68% |
$157K - $184K
|
94.6K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.62K- 20.75% |
$157K - $185K
|
6.2K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.63K- 5.16% |
$158K - $186K
|
29.9K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.63K- 7.6% |
$158K - $186K
|
19.8K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-1.63K- 14.66% |
$158K - $186K
|
9.49K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.64K- 1.46% |
$158K - $187K
|
110K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.64K- 10.16% |
$159K - $187K
|
14.5K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.65K- 35.26% |
$159K - $188K
|
3.02K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.65K- 22.14% |
$160K - $188K
|
5.8K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.66K- 22.99% |
$161K - $189K
|
5.56K
$670K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.66K- 9.16% |
$161K - $190K
|
16.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.66K- 4.0% |
$161K - $190K
|
40K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.67K- 26.89% |
$161K - $190K
|
4.53K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 4.85% |
$162K - $190K
|
32.8K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.67K- 12.03% |
$162K - $191K
|
12.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.7K- 3.93% |
$164K - $193K
|
41.5K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.7K- 9.46% |
$164K - $193K
|
16.2K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.7K- 0.63% |
$165K - $194K
|
267K
$32.3M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.72K- 25.05% |
$167K - $196K
|
5.15K
$621K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.73K- 4.16% |
$167K - $197K
|
39.8K
$4.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.74K- 22.11% |
$168K - $198K
|
6.12K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.74K- 42.47% |
$169K - $199K
|
2.36K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.76K- 0.41% |
$170K - $201K
|
431K
$52M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.78K- 3.11% |
$173K - $203K
|
55.6K
$6.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.79K- 0.83% |
$173K - $203K
|
214K
$25.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 0.28% |
$174K - $204K
|
641K
$77.3M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.8K- 4.37% |
$174K - $205K
|
39.3K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.08% |
$174K - $205K
|
84.7K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.81K- 25.1% |
$175K - $206K
|
5.39K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.81K- 13.43% |
$175K - $206K
|
11.7K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.84K- 21.87% |
$179K - $210K
|
6.58K
$794K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 5.71% |
$181K - $213K
|
30.9K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.87K- 8.36% |
$181K - $213K
|
20.5K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.87K- 2.54% |
$182K - $214K
|
72K
$8.69M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.88K- 37.27% |
$182K - $214K
|
3.16K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.9K- 47.0% |
$184K - $216K
|
2.14K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.9K- 6.16% |
$184K - $217K
|
28.9K
$3.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.92K- 6.93% |
$186K - $219K
|
25.8K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.94K- 27.83% |
$188K - $221K
|
5.02K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 48.92% |
$189K - $223K
|
2.04K
$246K
|