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 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-166- 0.16% |
$13.6K - $20.6K
|
104K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-175- 5.23% |
$14.3K - $21.7K
|
3.17K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 5.52% |
$14.3K - $21.7K
|
2.99K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-175- 0.49% |
$14.3K - $21.7K
|
35.6K
$4.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-176- 7.95% |
$14.4K - $21.8K
|
2.04K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-200- 2.52% |
$16.3K - $24.8K
|
7.74K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-200- 7.7% |
$16.3K - $24.8K
|
2.4K
$288K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-200- 1.68% |
$16.3K - $24.8K
|
11.7K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 8.16% |
$16.3K - $24.8K
|
2.25K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-217- 5.45% |
$17.7K - $26.9K
|
3.77K
$452K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-220- 6.07% |
$18K - $27.3K
|
3.4K
$408K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-229- 1.89% |
$18.7K - $28.4K
|
11.9K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 5.04% |
$20.2K - $30.6K
|
4.66K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-250- 6.15% |
$20.4K - $31K
|
3.82K
$458K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-260- 0.89% |
$21.2K - $32.2K
|
28.8K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-276- 1.14% |
$22.6K - $34.2K
|
24K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-305- 1.84% |
$24.9K - $37.8K
|
16.3K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-333- 14.73% |
$27.2K - $41.3K
|
1.93K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-335- 3.53% |
$27.4K - $41.5K
|
9.16K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-337- 1.42% |
$27.5K - $41.8K
|
23.4K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-344- 4.94% |
$28.1K - $42.7K
|
6.62K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-346- 1.68% |
$28.3K - $42.9K
|
20.2K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-350- 9.81% |
$28.6K - $43.4K
|
3.22K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-360- 17.7% |
$29.4K - $44.6K
|
1.67K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-367- 12.58% |
$30K - $45.5K
|
2.55K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-367- 0.52% |
$30K - $45.5K
|
70K
$8.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-373- 6.51% |
$30.5K - $46.3K
|
5.36K
$642K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-389- 7.14% |
$31.8K - $48.2K
|
5.06K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-400- 11.2% |
$32.7K - $49.6K
|
3.17K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-403- 5.12% |
$32.9K - $50K
|
7.47K
$897K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-405- 2.64% |
$33.1K - $50.2K
|
15K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-414- 1.43% |
$33.8K - $51.3K
|
28.5K
$3.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-414- 19.98% |
$33.8K - $51.3K
|
1.66K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-417- 23.27% |
$34.1K - $51.7K
|
1.38K
$165K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-422- 1.23% |
$34.5K - $52.3K
|
33.9K
$4.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-427- 0.88% |
$34.9K - $53K
|
48K
$5.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-427- 4.7% |
$34.9K - $53K
|
8.66K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-433- 5.2% |
$35.4K - $53.7K
|
7.89K
$946K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-444- 18.84% |
$36.3K - $55.1K
|
1.91K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-452- 16.71% |
$36.9K - $56.1K
|
2.25K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-456- 14.2% |
$37.3K - $56.5K
|
2.76K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-463- 16.95% |
$37.8K - $57.4K
|
2.27K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-466- 3.34% |
$38.1K - $57.8K
|
13.5K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-472- 12.96% |
$38.6K - $58.5K
|
3.17K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-511- 0.65% |
$41.8K - $63.4K
|
77.9K
$9.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-517- 2.83% |
$42.2K - $64.1K
|
17.8K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-547- 4.85% |
$44.7K - $67.8K
|
10.7K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-555- 3.61% |
$45.4K - $68.8K
|
14.8K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-557- 23.26% |
$45.5K - $69.1K
|
1.84K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-566- 1.14% |
$46.3K - $70.2K
|
48.9K
$5.87M
|