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 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
523+ 17.65% |
$42.7K - $64.9K
|
3.49K
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
519+ 10.23% |
$42.4K - $64.4K
|
5.59K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
519+ 3.37% |
$42.4K - $64.4K
|
15.9K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
511+ 3.3% |
$41.8K - $63.4K
|
16K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
510+ 2.02% |
$41.7K - $63.2K
|
25.7K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
506+ 3.68% |
$41.4K - $62.7K
|
14.3K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
500+ 65.7% |
$40.9K - $62K
|
1.26K
$143K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
498+ 1.35% |
$40.7K - $61.8K
|
37.5K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
495+ 17.81% |
$40.5K - $61.4K
|
3.27K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
480+ 9.01% |
$39.2K - $59.5K
|
5.81K
$660K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
480+ 15.77% |
$39.2K - $59.5K
|
3.52K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
479+ 19.94% |
$39.1K - $59.4K
|
2.88K
$328K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
479+ 3.11% |
$39.1K - $59.4K
|
15.9K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
477+ 13.41% |
$39K - $59.2K
|
4.04K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
473New |
$38.7K - $58.7K
|
473
$53.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
472+ 6.32% |
$38.6K - $58.5K
|
7.94K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
472+ 4.19% |
$38.6K - $58.5K
|
11.7K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
468+ 4.95% |
$38.2K - $58K
|
9.93K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
465+ 3.68% |
$38K - $57.7K
|
13.1K
$1.49M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
456+ 1.2% |
$37.3K - $56.5K
|
38.5K
$4.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Outfitter Financial LLC
|
BUY
|
- |
455+ 5.93% |
$37.2K - $56.4K
|
8.13K
$924K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
452+ 2.22% |
$36.9K - $56.1K
|
20.8K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
450+ 3.33% |
$36.8K - $55.8K
|
14K
$1.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
450+ 9.05% |
$36.8K - $55.8K
|
5.43K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
450+ 8.06% |
$36.8K - $55.8K
|
6.04K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
448+ 13.11% |
$36.6K - $55.6K
|
3.86K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
448+ 0.76% |
$36.6K - $55.6K
|
59.4K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
448+ 4.39% |
$36.6K - $55.6K
|
10.7K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
447+ 0.94% |
$36.5K - $55.4K
|
48K
$5.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
446+ 1.06% |
$36.4K - $55.3K
|
42.6K
$4.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
446+ 14.0% |
$36.4K - $55.3K
|
3.63K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
444+ 5.93% |
$36.3K - $55.1K
|
7.93K
$902K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
443+ 1.02% |
$36.2K - $54.9K
|
44K
$5.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
442+ 3.4% |
$36.1K - $54.8K
|
13.4K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
439+ 0.11% |
$35.9K - $54.4K
|
406K
$46.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
437+ 9.47% |
$35.7K - $54.2K
|
5.05K
$575K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
434+ 4.89% |
$35.5K - $53.8K
|
9.31K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
432+ 1.28% |
$35.3K - $53.6K
|
34.3K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
432+ 1.25% |
$35.3K - $53.6K
|
35K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
429+ 42.43% |
$35.1K - $53.2K
|
1.44K
$164K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
427+ 0.31% |
$34.9K - $53K
|
140K
$15.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
427+ 10.49% |
$34.9K - $53K
|
4.5K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
425+ 4.56% |
$34.7K - $52.7K
|
9.74K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
424+ 5.7% |
$34.6K - $52.6K
|
7.86K
$894K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
424+ 4.31% |
$34.6K - $52.6K
|
10.3K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
422+ 9.93% |
$34.5K - $52.3K
|
4.67K
$531K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
422+ 1.32% |
$34.5K - $52.3K
|
32.4K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
421+ 3.26% |
$34.4K - $52.2K
|
13.3K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
419+ 5.86% |
$34.2K - $52K
|
7.57K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
419+ 38.13% |
$34.2K - $52K
|
1.52K
$173K
|