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
|
Wedmont Private Capital
|
SELL
|
- |
-1.32K- 7.72% |
$108K - $164K
|
15.8K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.33K- 3.36% |
$109K - $165K
|
38.3K
$4.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.36K- 6.04% |
$111K - $169K
|
21.2K
$2.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.46K- 15.57% |
$119K - $181K
|
7.92K
$950K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 2.33% |
$123K - $187K
|
63.1K
$7.57M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.57K- 0.79% |
$128K - $195K
|
197K
$23.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 7.8% |
$131K - $199K
|
19K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 18.32% |
$147K - $223K
|
8.01K
$961K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.86K- 21.61% |
$152K - $231K
|
6.74K
$809K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.15K- 8.68% |
$176K - $266K
|
22.6K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.18K- 10.56% |
$178K - $271K
|
18.5K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.24K- 21.97% |
$183K - $278K
|
7.96K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.26K- 35.63% |
$185K - $280K
|
4.08K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.3K- 6.1% |
$188K - $285K
|
35.4K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.42K- 34.04% |
$198K - $300K
|
4.69K
$562K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.8K- 3.56% |
$229K - $347K
|
76K
$9.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.84K- 9.06% |
$232K - $352K
|
28.5K
$3.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-3.25K- 20.16% |
$266K - $403K
|
12.9K
$1.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.37K- 7.06% |
$275K - $417K
|
44.3K
$5.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.42K- 28.9% |
$279K - $424K
|
8.41K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.89K- 4.67% |
$318K - $483K
|
79.4K
$9.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.96K- 50.7% |
$324K - $492K
|
3.86K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.13K- 7.23% |
$338K - $512K
|
53K
$6.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-4.2K- 40.98% |
$343K - $521K
|
6.05K
$726K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.23K- 56.68% |
$345K - $524K
|
3.23K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.55K- 2.37% |
$372K - $565K
|
188K
$22.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.8K- 27.96% |
$392K - $595K
|
12.4K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.8K- 24.22% |
$392K - $595K
|
15K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.9K- 47.98% |
$401K - $608K
|
5.32K
$638K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.55K- 22.32% |
$454K - $688K
|
19.3K
$2.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.55K- 18.57% |
$454K - $689K
|
24.4K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-6.11K- 19.51% |
$499K - $758K
|
25.2K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-7.08K- 55.97% |
$579K - $878K
|
5.57K
$668K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.76K- 13.43% |
$634K - $962K
|
50K
$6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.88K- 9.36% |
$644K - $978K
|
76.4K
$9.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.26K- 14.35% |
$675K - $1.02M
|
49.3K
$5.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.43K- 1.13% |
$689K - $1.05M
|
739K
$88.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8.75K- 2.02% |
$715K - $1.08M
|
424K
$50.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-8.76K- 53.17% |
$716K - $1.09M
|
7.71K
$925K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.82K- 76.91% |
$721K - $1.09M
|
2.65K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.8K- 25.72% |
$882K - $1.34M
|
31.2K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.5K- 70.99% |
$939K - $1.42M
|
4.69K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12.1K- 65.61% |
$989K - $1.5M
|
6.34K
$761K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-14K- 10.38% |
$1.14M - $1.73M
|
121K
$14.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-15.1K- 2.48% |
$1.23M - $1.87M
|
592K
$71M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-16.9K- 79.91% |
$1.38M - $2.09M
|
4.24K
$509K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-27.4K- 46.36% |
$2.24M - $3.4M
|
31.7K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.2K- 38.48% |
$2.3M - $3.5M
|
45.1K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-33K- 85.63% |
$2.7M - $4.1M
|
5.55K
$665K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-40K- 62.35% |
$3.27M - $4.96M
|
24.1K
$2.9M
|