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 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
177+ 1.05% |
$14.5K - $21.9K
|
17K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
174+ 37.66% |
$14.2K - $21.6K
|
636
$76.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
172+ 6.33% |
$14.1K - $21.3K
|
2.89K
$347K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
166+ 0.67% |
$13.6K - $20.6K
|
24.9K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
163+ 6.64% |
$13.3K - $20.2K
|
2.62K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
163+ 0.67% |
$13.3K - $20.2K
|
24.3K
$2.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
161+ 3.22% |
$13.2K - $20K
|
5.16K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 2.79% |
$12.8K - $19.5K
|
5.79K
$694K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
152+ 1.4% |
$12.4K - $18.8K
|
11K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
150+ 1.87% |
$12.3K - $18.6K
|
8.18K
$982K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
145+ 0.93% |
$11.8K - $18K
|
15.7K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 2.25% |
$11.4K - $17.4K
|
6.37K
$765K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
132+ 0.66% |
$10.8K - $16.4K
|
20.1K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
107+ 4.3% |
$8.74K - $13.3K
|
2.6K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
94+ 9.14% |
$7.68K - $11.7K
|
1.12K
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
88+ 0.19% |
$7.19K - $10.9K
|
46.9K
$5.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
87+ 3.45% |
$7.11K - $10.8K
|
2.61K
$313K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
84New |
$6.86K - $10.4K
|
84
$10.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
82+ 0.94% |
$6.7K - $10.2K
|
8.81K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77+ 19.35% |
$6.29K - $9.55K
|
475
$57K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
77+ 2.05% |
$6.29K - $9.55K
|
3.84K
$461K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
73New |
$5.97K - $9.05K
|
73
$8.76K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
73+ 2.13% |
$5.97K - $9.05K
|
3.5K
$420K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
50+ 1.24% |
$4.09K - $6.2K
|
4.08K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
45+ 2.19% |
$3.68K - $5.58K
|
2.1K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
41+ 1.16% |
$3.35K - $5.08K
|
3.58K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
40+ 0.26% |
$3.27K - $4.96K
|
15.2K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
36+ 0.74% |
$2.94K - $4.46K
|
4.89K
$587K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$4.32K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
34+ 0.25% |
$2.78K - $4.22K
|
13.4K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
33+ 0.18% |
$2.7K - $4.09K
|
18.6K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
31+ 1.18% |
$2.53K - $3.84K
|
2.66K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.61% |
$1.72K - $2.6K
|
3.46K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21+ 0.8% |
$1.72K - $2.6K
|
2.65K
$318K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
20+ 0.85% |
$1.63K - $2.48K
|
2.37K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19+ 0.61% |
$1.55K - $2.36K
|
3.14K
$377K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19+ 0.73% |
$1.55K - $2.36K
|
2.62K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.72% |
$1.23K - $1.86K
|
2.1K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
14New |
$1.14K - $1.74K
|
14
$1.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14+ 0.14% |
$1.14K - $1.74K
|
10.4K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6+ 0.18% |
$490 - $744
|
3.39K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 0.07% |
$409 - $620
|
7.52K
$902K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3+ 0.04% |
$245 - $372
|
7.69K
$923K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.05% |
$81.7 - $124
|
2.18K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4- 0.14% |
$327 - $496
|
2.92K
$350K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4- 0.16% |
$327 - $496
|
2.46K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.19% |
$327 - $496
|
2.12K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.06% |
$409 - $620
|
8.34K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9- 0.18% |
$735 - $1.12K
|
5.12K
$614K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.11% |
$735 - $1.12K
|
8.51K
$1.02M
|