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 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
2.04K+ 63.23% |
$167K - $253K
|
5.27K
$599K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.03K+ 5.69% |
$166K - $252K
|
37.8K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.03K+ 0.81% |
$166K - $252K
|
252K
$28.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.03KNew |
$166K - $252K
|
2.03K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.03KNew |
$166K - $251K
|
2.03K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.03K+ 2.85% |
$165K - $251K
|
73.2K
$8.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.02K+ 2042.42% |
$165K - $251K
|
2.12K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.02K+ 4.62% |
$165K - $251K
|
45.8K
$5.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$164K - $249K
|
2.01K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.01K+ 5.78% |
$164K - $249K
|
36.7K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$228K
|
|
|
Aug 01, 2025
Q2 2025
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$164K - $249K
|
2K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
2K+ 34.78% |
$164K - $248K
|
7.75K
$882K
|
|
|
Aug 08, 2025
Q2 2025
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
2K+ 10.81% |
$163K - $248K
|
20.5K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2KNew |
$163K - $248K
|
2K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2KNew |
$163K - $248K
|
2K
$227K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
1.99KNew |
$163K - $247K
|
1.99K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.99KNew |
$162K - $247K
|
1.99K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.98KNew |
$162K - $246K
|
1.98K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.98KNew |
$162K - $245K
|
1.98K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.97KNew |
$161K - $244K
|
1.97K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.97KNew |
$161K - $244K
|
1.97K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.97KNew |
$161K - $244K
|
1.97K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.96KNew |
$160K - $243K
|
1.96K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$160K - $242K
|
1.95K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.95K+ 15.36% |
$159K - $242K
|
14.6K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.94KNew |
$158K - $240K
|
1.94K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.94K+ 50.72% |
$158K - $240K
|
5.75K
$654K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
1.93KNew |
$157K - $239K
|
1.93K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.93KNew |
$157K - $239K
|
1.93K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.93KNew |
$157K - $239K
|
1.93K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.92K+ 31.5% |
$157K - $238K
|
8.03K
$913K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.92KNew |
$157K - $238K
|
1.92K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.91KNew |
$156K - $237K
|
1.91K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.91KNew |
$156K - $237K
|
1.91K
$217K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.9KNew |
$156K - $236K
|
1.9K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.9KNew |
$155K - $236K
|
1.9K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.9KNew |
$155K - $236K
|
1.9K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.9K+ 1.57% |
$155K - $235K
|
123K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.89K+ 2.49% |
$155K - $235K
|
77.8K
$8.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.89KNew |
$155K - $235K
|
1.89K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 71.29% |
$155K - $235K
|
4.55K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.89KNew |
$155K - $235K
|
1.89K
$215K
|