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
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
750+ 32.18% |
$61.3K - $93K
|
3.08K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
748+ 2.89% |
$61.1K - $92.8K
|
26.7K
$3.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
744+ 12.5% |
$60.8K - $92.3K
|
6.69K
$761K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
741+ 20.87% |
$60.6K - $91.9K
|
4.29K
$488K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
730+ 0.98% |
$59.7K - $90.5K
|
75K
$8.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
728+ 12.12% |
$59.5K - $90.3K
|
6.73K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
725+ 1.15% |
$59.2K - $89.9K
|
63.7K
$7.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
722+ 2.11% |
$59K - $89.5K
|
35K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
705+ 6.99% |
$57.6K - $87.4K
|
10.8K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.55% |
$57.4K - $87.1K
|
45.9K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
700New |
$57.2K - $86.8K
|
700
$79.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
697+ 6.67% |
$57K - $86.4K
|
11.2K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
696+ 6.15% |
$56.9K - $86.3K
|
12K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
695+ 4.71% |
$56.8K - $86.2K
|
15.5K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
687New |
$56.1K - $85.2K
|
687
$78.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
685+ 32.62% |
$56K - $84.9K
|
2.79K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
685New |
$56K - $84.9K
|
685
$77.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
676+ 1.62% |
$55.2K - $83.8K
|
42.4K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
675+ 33.58% |
$55.2K - $83.7K
|
2.69K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
675New |
$55.2K - $83.7K
|
675
$76.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
670+ 14.37% |
$54.8K - $83.1K
|
5.33K
$606K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
660+ 9.06% |
$53.9K - $81.8K
|
7.94K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
659+ 1.2% |
$53.9K - $81.7K
|
55.8K
$6.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
648+ 1.54% |
$53K - $80.4K
|
42.8K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
638+ 1.29% |
$52.1K - $79.1K
|
50.2K
$5.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
637+ 8.82% |
$52.1K - $79K
|
7.86K
$893K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
625+ 115.74% |
$51.1K - $77.5K
|
1.17K
$132K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
611+ 5.07% |
$49.9K - $75.8K
|
12.7K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
607+ 16.04% |
$49.6K - $75.3K
|
4.39K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
607New |
$49.6K - $75.3K
|
607
$69K
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
597+ 16.54% |
$48.8K - $74K
|
4.21K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
590+ 14.36% |
$48.2K - $73.2K
|
4.7K
$534K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$48.1K - $73K
|
589
$67K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
582+ 8.77% |
$47.6K - $72.2K
|
7.22K
$820K
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
581+ 1.06% |
$47.5K - $72K
|
55.5K
$6.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
578+ 404.2% |
$47.2K - $71.7K
|
721
$82K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
574+ 9.59% |
$46.9K - $71.2K
|
6.56K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
570+ 1.29% |
$46.6K - $70.7K
|
44.8K
$5.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
568+ 0.64% |
$46.4K - $70.4K
|
89.9K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
565+ 8.94% |
$46.2K - $70.1K
|
6.89K
$783K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
561+ 4.34% |
$45.8K - $69.6K
|
13.5K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
550+ 1.46% |
$44.9K - $68.2K
|
38.3K
$4.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
547+ 24.18% |
$44.7K - $67.8K
|
2.81K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
543+ 10.97% |
$44.4K - $67.3K
|
5.49K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
538+ 6.28% |
$44K - $66.7K
|
9.11K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
537+ 19.19% |
$43.9K - $66.6K
|
3.34K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
536+ 5.28% |
$43.8K - $66.5K
|
10.7K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
534+ 8.99% |
$43.6K - $66.2K
|
6.48K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
533+ 25.79% |
$43.6K - $66.1K
|
2.6K
$296K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
523+ 0.62% |
$42.7K - $64.9K
|
84.8K
$9.64M
|