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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$198K - $300K
|
2.42K
$275K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.4KNew |
$196K - $297K
|
2.4K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.39K+ 2.28% |
$196K - $297K
|
107K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
2.39K+ 0.82% |
$196K - $297K
|
294K
$33.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
2.39KNew |
$195K - $297K
|
2.39K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
2.37KNew |
$194K - $294K
|
2.37K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.36K+ 21.52% |
$193K - $293K
|
13.3K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.35KNew |
$192K - $292K
|
2.35K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.35KNew |
$192K - $292K
|
2.35K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.34KNew |
$191K - $290K
|
2.34K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.33K+ 1.0% |
$191K - $289K
|
235K
$26.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.33K+ 11.02% |
$190K - $289K
|
23.4K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.31KNew |
$189K - $286K
|
2.31K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.31K+ 8.36% |
$189K - $286K
|
29.9K
$3.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.29K+ 6.11% |
$187K - $284K
|
39.7K
$4.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.26KNew |
$185K - $281K
|
2.26K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 4.84% |
$185K - $280K
|
49K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpen Global Capital LLC
Tahoe City, CA |
BUY
|
- |
2.26K+ 6.58% |
$184K - $280K
|
36.6K
$4.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
2.24KNew |
$183K - $278K
|
2.24K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
2.24K+ 12.85% |
$183K - $278K
|
19.7K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.24KNew |
$183K - $277K
|
2.24K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.22KNew |
$182K - $276K
|
2.22K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.22KNew |
$182K - $276K
|
2.22K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.2K+ 99.64% |
$180K - $273K
|
4.42K
$502K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.2K+ 0.33% |
$180K - $273K
|
677K
$77M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.2KNew |
$180K - $273K
|
2.2K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.2KNew |
$180K - $273K
|
2.2K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.19KNew |
$179K - $271K
|
2.19K
$249K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
2.18KNew |
$178K - $271K
|
2.18K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.18KNew |
$178K - $271K
|
2.18K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.17K+ 16.95% |
$178K - $270K
|
15K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.17K+ 2.44% |
$178K - $270K
|
91.1K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.17K+ 9.04% |
$177K - $269K
|
26.1K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.17K+ 0.72% |
$177K - $269K
|
302K
$34.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.15K+ 1.66% |
$176K - $266K
|
131K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.15K+ 6.22% |
$175K - $266K
|
36.6K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.13K+ 52.13% |
$174K - $264K
|
6.2K
$705K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.12KNew |
$173K - $263K
|
2.12K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.12K+ 17.38% |
$173K - $262K
|
14.3K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.11KNew |
$172K - $261K
|
2.11K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.11KNew |
$172K - $261K
|
2.11K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
2.1KNew |
$172K - $260K
|
2.1K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.09KNew |
$171K - $259K
|
2.09K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$170K - $258K
|
2.08K
$237K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.08K+ 7.94% |
$170K - $257K
|
28.2K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 3.95% |
$169K - $256K
|
54.4K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.05KNew |
$167K - $254K
|
2.05K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.05KNew |
$167K - $254K
|
2.05K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.04KNew |
$167K - $253K
|
2.04K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
2.04K+ 3.95% |
$167K - $253K
|
53.8K
$6.12M
|