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 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.76KNew |
$144K - $218K
|
1.76K
$200K
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.75KNew |
$143K - $217K
|
1.75K
$199K
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
1.75KNew |
$143K - $217K
|
1.75K
$199K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.74K+ 2.81% |
$142K - $216K
|
63.8K
$7.25M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.74KNew |
$142K - $216K
|
1.74K
$198K
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.74K+ 2.36% |
$142K - $216K
|
75.4K
$8.58M
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.74KNew |
$142K - $215K
|
1.74K
$198K
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$197K
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$197K
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.73KNew |
$141K - $215K
|
1.73K
$197K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.73KNew |
$141K - $214K
|
1.73K
$196K
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.73KNew |
$141K - $214K
|
1.73K
$196K
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.73KNew |
$141K - $214K
|
1.73K
$196K
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.72KNew |
$141K - $214K
|
1.72K
$196K
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.72KNew |
$141K - $213K
|
1.72K
$196K
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$195K
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$195K
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$195K
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.72KNew |
$140K - $213K
|
1.72K
$195K
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.71KNew |
$140K - $213K
|
1.71K
$195K
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$195K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$195K
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$195K
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$140K - $212K
|
1.71K
$194K
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.71K+ 16.69% |
$139K - $211K
|
11.9K
$1.36M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.7K+ 0.98% |
$139K - $211K
|
175K
$19.9M
|
|
Aug 13, 2025
Q2 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.7KNew |
$139K - $211K
|
1.7K
$193K
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.7KNew |
$139K - $211K
|
1.7K
$193K
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.7KNew |
$139K - $210K
|
1.7K
$193K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.69K+ 18.74% |
$138K - $209K
|
10.7K
$1.22M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$191K
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$191K
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$191K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.68KNew |
$137K - $208K
|
1.68K
$191K
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.67KNew |
$137K - $208K
|
1.67K
$190K
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$190K
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$190K
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$190K
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$190K
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$136K - $207K
|
1.67K
$190K
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.67KNew |
$136K - $206K
|
1.67K
$189K
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$136K - $206K
|
1.67K
$189K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$189K
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$189K
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$189K
|