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
|
Country Club Bank
|
SELL
|
- |
-14.5K- 11.05% |
$1.41M - $1.66M
|
117K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-14.5K- 59.65% |
$1.41M - $1.66M
|
9.84K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-14.6K- 55.82% |
$1.41M - $1.66M
|
11.5K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-14.6K- 58.67% |
$1.41M - $1.66M
|
10.3K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-15K- 42.46% |
$1.45M - $1.71M
|
20.3K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.1K- 0.93% |
$1.46M - $1.72M
|
1.61M
$194M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 7.85% |
$1.47M - $1.73M
|
178K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-15.5K- 1.44% |
$1.5M - $1.76M
|
1.06M
$128M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-15.8K- 0.31% |
$1.53M - $1.8M
|
5.11M
$616M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-15.8K- 13.0% |
$1.53M - $1.8M
|
106K
$12.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-16K- 15.32% |
$1.55M - $1.82M
|
88.3K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-16K- 34.78% |
$1.55M - $1.82M
|
30K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16.5K- 68.73% |
$1.59M - $1.88M
|
7.49K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 1.08% |
$1.6M - $1.88M
|
1.51M
$182M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-16.7K- 85.21% |
$1.62M - $1.9M
|
2.9K
$349K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-17.3K- 63.86% |
$1.68M - $1.98M
|
9.81K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17.4K- 8.99% |
$1.68M - $1.98M
|
176K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17.4K- 13.6% |
$1.69M - $1.98M
|
111K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-17.5K- 21.88% |
$1.7M - $2M
|
62.5K
$7.54M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.6K- 4.96% |
$1.7M - $2M
|
337K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-17.6K- 14.07% |
$1.71M - $2.01M
|
108K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-18.1K- 12.17% |
$1.75M - $2.06M
|
130K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-18.1K- 26.69% |
$1.75M - $2.06M
|
49.7K
$5.99M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-18.2K- 18.14% |
$1.76M - $2.08M
|
82.2K
$9.91M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18.5K- 75.96% |
$1.79M - $2.1M
|
5.84K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-18.8K- 56.54% |
$1.82M - $2.14M
|
14.4K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-18.8K- 41.55% |
$1.82M - $2.14M
|
26.5K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 2.21% |
$1.82M - $2.14M
|
832K
$100M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-18.8K- 4.58% |
$1.82M - $2.15M
|
392K
$47.3M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-18.9K- 35.77% |
$1.83M - $2.16M
|
34K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 1.55% |
$1.83M - $2.16M
|
1.2M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-19.1K- 6.73% |
$1.85M - $2.18M
|
264K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-19.1K- 15.15% |
$1.85M - $2.18M
|
107K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.2K- 0.82% |
$1.86M - $2.19M
|
2.32M
$280M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-19.4K- 18.75% |
$1.88M - $2.21M
|
84K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-19.8K- 0.69% |
$1.92M - $2.26M
|
2.85M
$344M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-20.3K- 42.26% |
$1.97M - $2.32M
|
27.8K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-20.5K- 2.7% |
$1.98M - $2.33M
|
738K
$89M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.6K- 56.68% |
$1.99M - $2.35M
|
15.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.6K- 2.49% |
$2M - $2.35M
|
807K
$97.4M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-21.2K- 9.72% |
$2.05M - $2.41M
|
197K
$23.7M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-21.3K- 78.28% |
$2.07M - $2.43M
|
5.92K
$714K
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-21.6K- 5.96% |
$2.09M - $2.46M
|
341K
$41.1M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-21.8K- 60.86% |
$2.11M - $2.48M
|
14K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-22.4K- 23.46% |
$2.17M - $2.56M
|
73.1K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.5KClosed |
$2.17M - $2.56M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-22.9K- 7.64% |
$2.22M - $2.61M
|
277K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-23K- 3.08% |
$2.23M - $2.62M
|
723K
$87.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-23.4K- 28.86% |
$2.26M - $2.66M
|
57.6K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-25.4K- 30.09% |
$2.46M - $2.9M
|
59.1K
$7.13M
|