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
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.63K- 18.69% |
$352K - $414K
|
15.8K
$1.91M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.64K- 10.26% |
$352K - $414K
|
31.8K
$3.83M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.68K- 5.6% |
$356K - $419K
|
62K
$7.48M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.68K- 53.7% |
$356K - $419K
|
3.17K
$383K
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-3.69K- 1.22% |
$357K - $421K
|
299K
$36.1M
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.72K- 12.68% |
$360K - $424K
|
25.6K
$3.09M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.74K- 36.36% |
$362K - $426K
|
6.54K
$789K
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.85K- 1.48% |
$372K - $438K
|
255K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.88K- 5.18% |
$376K - $443K
|
71K
$8.57M
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.96K- 60.9% |
$384K - $452K
|
2.54K
$307K
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-4.05K- 2.5% |
$393K - $462K
|
158K
$19.1M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.08K- 32.48% |
$395K - $465K
|
8.47K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.09K- 14.28% |
$396K - $466K
|
24.5K
$2.96M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.11K- 10.92% |
$398K - $468K
|
33.5K
$4.04M
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.11K- 66.18% |
$398K - $468K
|
2.1K
$253K
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-4.21K- 38.53% |
$408K - $480K
|
6.72K
$810K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.33K- 1.63% |
$419K - $493K
|
260K
$31.4M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.33K- 27.57% |
$420K - $494K
|
11.4K
$1.37M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.35K- 60.94% |
$421K - $496K
|
2.79K
$336K
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.35K- 27.35% |
$422K - $496K
|
11.6K
$1.4M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 38.8% |
$423K - $498K
|
6.89K
$831K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.37K- 9.1% |
$423K - $498K
|
43.7K
$5.27M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.38K- 1.47% |
$424K - $499K
|
294K
$35.5M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-4.45K- 96.67% |
$431K - $507K
|
153
$18.5K
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.53K- 57.85% |
$439K - $516K
|
3.3K
$398K
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-4.54K- 34.82% |
$440K - $518K
|
8.5K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.61K- 47.34% |
$446K - $525K
|
5.13K
$618K
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-4.63K- 44.2% |
$449K - $528K
|
5.85K
$706K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.65K- 0.51% |
$450K - $530K
|
912K
$110M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-4.69K- 32.51% |
$454K - $534K
|
9.73K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.69K- 6.33% |
$454K - $535K
|
69.4K
$8.38M
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.7K- 6.13% |
$455K - $535K
|
72K
$8.68M
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4.7K- 3.15% |
$455K - $536K
|
145K
$17.5M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-4.82K- 0.92% |
$467K - $549K
|
518K
$62.5M
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.88K- 26.79% |
$473K - $557K
|
13.3K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-4.89K- 49.11% |
$474K - $557K
|
5.07K
$611K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.9K- 12.06% |
$475K - $559K
|
35.7K
$4.31M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.95K- 3.52% |
$480K - $564K
|
136K
$16.4M
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.99K- 9.5% |
$483K - $569K
|
47.5K
$5.73M
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 92.59% |
$484K - $570K
|
400
$48.2K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.05K- 8.72% |
$489K - $575K
|
52.8K
$6.37M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.05K- 7.67% |
$489K - $575K
|
60.8K
$7.33M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.12K- 15.61% |
$496K - $584K
|
27.7K
$3.34M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.22K- 0.83% |
$506K - $595K
|
623K
$75.1M
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-5.23K- 1.74% |
$507K - $597K
|
296K
$35.7M
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5.51K- 21.91% |
$533K - $628K
|
19.6K
$2.37M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.51K- 13.57% |
$534K - $628K
|
35.1K
$4.23M
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-5.53K- 1.0% |
$535K - $630K
|
549K
$66.2M
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.56K- 68.94% |
$539K - $634K
|
2.51K
$302K
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-5.59K- 6.22% |
$542K - $637K
|
84.2K
$10.2M
|