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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.97K- 28.76% |
$191K - $224K
|
4.88K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 4.05% |
$191K - $225K
|
46.7K
$5.63M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.98K- 2.44% |
$192K - $226K
|
79.3K
$9.57M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2K- 28.39% |
$194K - $228K
|
5.04K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2K- 25.74% |
$194K - $228K
|
5.78K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.02K- 2.46% |
$196K - $230K
|
80.1K
$9.66M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 48.19% |
$197K - $232K
|
2.19K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-2.04K- 4.22% |
$198K - $233K
|
46.3K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.04K- 4.04% |
$198K - $233K
|
48.5K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-2.06K- 17.61% |
$199K - $234K
|
9.63K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-2.07K- 47.33% |
$200K - $235K
|
2.3K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.09K- 3.56% |
$203K - $239K
|
56.8K
$6.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.1K- 35.85% |
$204K - $240K
|
3.77K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.11K- 3.55% |
$204K - $240K
|
57.2K
$6.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.11K- 71.48% |
$204K - $241K
|
842
$102K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.12K- 31.62% |
$206K - $242K
|
4.59K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.14K- 19.12% |
$207K - $244K
|
9.05K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.14K- 36.64% |
$207K - $244K
|
3.7K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.02% |
$208K - $244K
|
104K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.16K- 2.63% |
$209K - $246K
|
79.8K
$9.63M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.17K- 11.94% |
$210K - $247K
|
16K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.21K- 6.03% |
$214K - $252K
|
34.4K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.25K- 7.12% |
$218K - $256K
|
29.3K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.26K- 8.61% |
$219K - $258K
|
24K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.27K- 5.42% |
$220K - $258K
|
39.5K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-2.27K- 39.74% |
$220K - $259K
|
3.44K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.27K- 2.26% |
$220K - $259K
|
98.3K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.28K- 16.49% |
$221K - $260K
|
11.5K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.28K- 99.96% |
$221K - $260K
|
1
$121
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.32K- 3.05% |
$224K - $264K
|
73.6K
$8.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.37K- 1.01% |
$229K - $270K
|
232K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.38K- 20.9% |
$231K - $271K
|
9.01K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-2.4K- 8.09% |
$233K - $274K
|
27.3K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-2.4K- 1.45% |
$233K - $274K
|
163K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.42K- 22.79% |
$234K - $275K
|
8.18K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.44K- 1.49% |
$236K - $278K
|
161K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.45K- 2.55% |
$237K - $279K
|
93.6K
$11.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.47K- 5.55% |
$240K - $282K
|
42.1K
$5.08M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.48K- 40.24% |
$240K - $282K
|
3.68K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.48K- 15.54% |
$240K - $282K
|
13.5K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.48K- 69.55% |
$240K - $282K
|
1.09K
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.48K- 28.93% |
$241K - $283K
|
6.1K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.48K- 1.65% |
$241K - $283K
|
148K
$17.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.5K- 2.91% |
$242K - $284K
|
83.3K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.53K- 1.32% |
$245K - $288K
|
190K
$22.9M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.55K- 1.27% |
$247K - $290K
|
199K
$24M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.55K- 5.41% |
$247K - $290K
|
44.6K
$5.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-2.55K- 17.09% |
$247K - $291K
|
12.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-2.56K- 12.98% |
$248K - $291K
|
17.1K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.59K- 4.12% |
$251K - $296K
|
60.3K
$7.28M
|