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 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.66KNew |
$136K - $206K
|
1.66K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.66K+ 9770.59% |
$136K - $206K
|
1.68K
$191K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.66K+ 1.6% |
$135K - $205K
|
105K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.65KNew |
$135K - $205K
|
1.65K
$188K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.65K+ 2.65% |
$135K - $205K
|
64K
$7.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.65K+ 7.03% |
$135K - $204K
|
25.1K
$2.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.65K+ 8.41% |
$135K - $204K
|
21.2K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.65KNew |
$134K - $204K
|
1.65K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.65KNew |
$134K - $204K
|
1.65K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.64K+ 6.8% |
$134K - $204K
|
25.8K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.64KNew |
$134K - $204K
|
1.64K
$187K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.64KNew |
$134K - $203K
|
1.64K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.63K+ 6.65% |
$133K - $202K
|
26.1K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.63KNew |
$133K - $202K
|
1.63K
$185K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$133K - $201K
|
1.62K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.62K+ 37.54% |
$132K - $201K
|
5.93K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.62K+ 4.18% |
$132K - $201K
|
40.3K
$4.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.62KNew |
$132K - $201K
|
1.62K
$184K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.62KNew |
$132K - $200K
|
1.62K
$184K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.61K+ 32.55% |
$132K - $200K
|
6.57K
$747K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.61K+ 4.92% |
$132K - $200K
|
34.4K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 0.13% |
$131K - $199K
|
1.27M
$144M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.6K+ 3.32% |
$131K - $199K
|
49.8K
$5.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.6K+ 2.12% |
$131K - $198K
|
77.2K
$8.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.6K+ 1.71% |
$131K - $198K
|
95.2K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.59K+ 17.85% |
$130K - $197K
|
10.5K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
1.59K+ 2.22% |
$130K - $197K
|
73.2K
$8.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.54K+ 39.65% |
$126K - $191K
|
5.42K
$616K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.54K+ 25.47% |
$125K - $190K
|
7.56K
$860K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.53K+ 24.42% |
$125K - $190K
|
7.81K
$888K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.53K+ 20.68% |
$125K - $190K
|
8.94K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.53K+ 4.21% |
$125K - $189K
|
37.8K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.53K+ 8.99% |
$125K - $189K
|
18.5K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52K+ 0.94% |
$125K - $189K
|
163K
$18.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.5K+ 30000.0% |
$123K - $186K
|
1.51K
$171K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.48K+ 48.5% |
$121K - $183K
|
4.52K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.44K+ 31.8% |
$118K - $179K
|
5.97K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 7.51% |
$116K - $176K
|
20.3K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.42K+ 54.74% |
$116K - $175K
|
4K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.41K+ 18.31% |
$115K - $175K
|
9.11K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.38K+ 32.16% |
$113K - $172K
|
5.69K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.38K+ 18.69% |
$113K - $171K
|
8.76K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.38K+ 1661.45% |
$113K - $171K
|
1.46K
$166K
|