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 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
998+ 3.48% |
$81.6K - $124K
|
29.7K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
987+ 3.48% |
$80.7K - $122K
|
29.3K
$3.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
983+ 6.56% |
$80.3K - $122K
|
16K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
981+ 6.91% |
$80.2K - $122K
|
15.2K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
970+ 26.32% |
$79.3K - $120K
|
4.66K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
968+ 3.58% |
$79.1K - $120K
|
28K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
964+ 20.74% |
$78.8K - $120K
|
5.61K
$638K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
961+ 14.11% |
$78.5K - $119K
|
7.77K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
961+ 6.37% |
$78.5K - $119K
|
16K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
958+ 3.26% |
$78.3K - $119K
|
30.3K
$3.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
954+ 31.81% |
$78K - $118K
|
3.95K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
949+ 1.96% |
$77.6K - $118K
|
49.4K
$5.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
945+ 39.71% |
$77.2K - $117K
|
3.33K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
942+ 14.21% |
$77K - $117K
|
7.57K
$861K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
941+ 1.66% |
$76.9K - $117K
|
57.7K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
938+ 1.91% |
$76.7K - $116K
|
50K
$5.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
935+ 3.75% |
$76.4K - $116K
|
25.8K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
923+ 6.25% |
$75.4K - $114K
|
15.7K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
922+ 33.5% |
$75.3K - $114K
|
3.67K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
915+ 3.02% |
$74.8K - $113K
|
31.2K
$3.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
913+ 1.65% |
$74.6K - $113K
|
56.3K
$6.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
911+ 14.88% |
$74.4K - $113K
|
7.03K
$800K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
906+ 3.84% |
$74K - $112K
|
24.5K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
899+ 1.89% |
$73.5K - $111K
|
48.5K
$5.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
880+ 5.16% |
$71.9K - $109K
|
17.9K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
877+ 3.96% |
$71.7K - $109K
|
23K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
872+ 12.94% |
$71.3K - $108K
|
7.61K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
864+ 3.9% |
$70.6K - $107K
|
23K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
851+ 2.54% |
$69.5K - $106K
|
34.3K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
846+ 7.67% |
$69.1K - $105K
|
11.9K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
840+ 27.42% |
$68.6K - $104K
|
3.9K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
837+ 39.56% |
$68.4K - $104K
|
2.95K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
836+ 23.61% |
$68.3K - $104K
|
4.38K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
835+ 1.91% |
$68.2K - $104K
|
44.6K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
830+ 27.94% |
$67.8K - $103K
|
3.8K
$432K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
829+ 24.48% |
$67.7K - $103K
|
4.22K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
829+ 2.17% |
$67.7K - $103K
|
39.1K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
829+ 15.75% |
$67.7K - $103K
|
6.09K
$693K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
826+ 4.89% |
$67.5K - $102K
|
17.7K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
819+ 2.44% |
$66.9K - $102K
|
34.3K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
815+ 1.37% |
$66.6K - $101K
|
60.2K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
810+ 9.38% |
$66.2K - $100K
|
9.45K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
805+ 24.15% |
$65.8K - $99.8K
|
4.14K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
803+ 9.85% |
$65.6K - $99.6K
|
8.95K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
797+ 5.68% |
$65.1K - $98.8K
|
14.8K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
794+ 0.66% |
$64.9K - $98.5K
|
122K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
780+ 9.05% |
$63.7K - $96.7K
|
9.4K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
776+ 6.63% |
$63.4K - $96.2K
|
12.5K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
774+ 1.92% |
$63.3K - $96K
|
41K
$4.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
750+ 20.4% |
$61.3K - $93K
|
4.43K
$503K
|