Purchases and Sales Made in Q2 2025 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.77KNew |
$145K - $219K
|
1.77K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.77KNew |
$144K - $219K
|
1.77K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.73KNew |
$141K - $214K
|
1.73K
$207K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.72KNew |
$141K - $214K
|
1.72K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$134K - $203K
|
1.64K
$197K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$195K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$133K - $201K
|
1.62K
$195K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 32.55% |
$132K - $200K
|
6.57K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.6K+ 1.71% |
$131K - $198K
|
95.2K
$11.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.48K+ 48.5% |
$121K - $183K
|
4.52K
$542K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.37K+ 19.99% |
$112K - $170K
|
8.24K
$989K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.34K+ 3.12% |
$110K - $166K
|
44.3K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.32K+ 31.87% |
$108K - $164K
|
5.47K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 18.45% |
$94.7K - $144K
|
7.44K
$893K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 21.21% |
$87.2K - $132K
|
6.1K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
942+ 14.21% |
$77K - $117K
|
7.57K
$908K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
911+ 14.88% |
$74.4K - $113K
|
7.03K
$844K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
877+ 3.96% |
$71.7K - $109K
|
23K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
815+ 1.37% |
$66.6K - $101K
|
60.2K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
776+ 6.63% |
$63.4K - $96.2K
|
12.5K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
750+ 20.4% |
$61.3K - $93K
|
4.43K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
700New |
$57.2K - $86.8K
|
700
$84K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
676+ 1.62% |
$55.2K - $83.8K
|
42.4K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$48.1K - $73K
|
589
$70.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
523+ 0.62% |
$42.7K - $64.9K
|
84.8K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
495+ 17.81% |
$40.5K - $61.4K
|
3.27K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
480+ 9.01% |
$39.2K - $59.5K
|
5.81K
$697K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
456+ 1.2% |
$37.3K - $56.5K
|
38.5K
$4.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
437+ 9.47% |
$35.7K - $54.2K
|
5.05K
$606K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
399+ 4.33% |
$32.6K - $49.5K
|
9.62K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
377+ 6.18% |
$30.8K - $46.8K
|
6.48K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
375+ 15.56% |
$30.6K - $46.5K
|
2.79K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
372+ 2.21% |
$30.4K - $46.1K
|
17.2K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
362+ 5.54% |
$29.6K - $44.9K
|
6.9K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
345+ 0.84% |
$28.2K - $42.8K
|
41.3K
$4.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
320+ 0.49% |
$26.2K - $39.7K
|
65.1K
$7.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
318+ 5.87% |
$26K - $39.4K
|
5.73K
$688K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
299+ 5.18% |
$24.4K - $37.1K
|
6.08K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
292+ 7.4% |
$23.9K - $36.2K
|
4.24K
$509K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
286+ 10.2% |
$23.4K - $35.5K
|
3.09K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
233+ 4.28% |
$19K - $28.9K
|
5.68K
$682K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
203+ 3.68% |
$16.6K - $25.2K
|
5.73K
$687K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
193+ 6.64% |
$15.8K - $23.9K
|
3.1K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 1.72% |
$14.9K - $22.6K
|
10.7K
$1.29M
|