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 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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.19% |
$327 - $496
|
2.12K
$254K
|
|
|
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 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.06% |
$409 - $620
|
8.34K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-6- 0.26% |
$490 - $744
|
2.26K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9- 0.18% |
$735 - $1.12K
|
5.12K
$614K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-9- 0.08% |
$735 - $1.12K
|
10.6K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-9- 0.11% |
$735 - $1.12K
|
8.51K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-10- 0.38% |
$817 - $1.24K
|
2.61K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-12- 0.3% |
$981 - $1.49K
|
4K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15- 1.52% |
$1.23K - $1.86K
|
969
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 4.09% |
$1.63K - $2.48K
|
469
$56.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20- 0.55% |
$1.63K - $2.48K
|
3.6K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-22- 0.56% |
$1.8K - $2.73K
|
3.88K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-22- 2.91% |
$1.8K - $2.73K
|
735
$88.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-23- 0.02% |
$1.88K - $2.85K
|
138K
$16.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-23- 2.34% |
$1.88K - $2.85K
|
961
$115K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-26- 0.7% |
$2.12K - $3.22K
|
3.7K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-30- 8.75% |
$2.45K - $3.72K
|
313
$37.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-35- 0.34% |
$2.86K - $4.34K
|
10.2K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-42- 1.66% |
$3.43K - $5.21K
|
2.49K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-42- 1.94% |
$3.43K - $5.21K
|
2.13K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-48- 22.33% |
$3.92K - $5.95K
|
167
$20K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 2.29% |
$4.09K - $6.2K
|
2.13K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-52- 0.07% |
$4.25K - $6.45K
|
72.6K
$8.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 2.07% |
$4.9K - $7.44K
|
2.84K
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 0.63% |
$5.23K - $7.94K
|
10.1K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 4.49% |
$6.7K - $10.2K
|
1.75K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-82- 12.33% |
$6.7K - $10.2K
|
583
$69.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-83- 1.67% |
$6.78K - $10.3K
|
4.88K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-86- 1.0% |
$7.03K - $10.7K
|
8.53K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-93- 11.36% |
$7.6K - $11.5K
|
726
$87.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-94- 0.19% |
$7.68K - $11.7K
|
50.6K
$6.08M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-95- 4.22% |
$7.76K - $11.8K
|
2.16K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-95- 2.46% |
$7.76K - $11.8K
|
3.76K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-96- 2.14% |
$7.85K - $11.9K
|
4.38K
$525K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-96Closed |
$7.85K - $11.9K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-97- 2.26% |
$7.93K - $12K
|
4.2K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-99- 0.33% |
$8.09K - $12.3K
|
29.9K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-100- 1.32% |
$8.17K - $12.4K
|
7.47K
$896K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-100- 3.04% |
$8.17K - $12.4K
|
3.19K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-100- 44.05% |
$8.17K - $12.4K
|
127
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-103- 4.28% |
$8.42K - $12.8K
|
2.3K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-104- 0.22% |
$8.5K - $12.9K
|
48.1K
$5.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-107- 0.82% |
$8.74K - $13.3K
|
12.9K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-113- 7.02% |
$9.23K - $14K
|
1.5K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 0.5% |
$10.1K - $15.3K
|
24.6K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-125- 3.21% |
$10.2K - $15.5K
|
3.77K
$453K
|