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 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
417+ 5.65% |
$34.1K - $51.7K
|
7.8K
$887K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
416+ 0.4% |
$34K - $51.6K
|
106K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
415+ 11.28% |
$33.9K - $51.5K
|
4.09K
$466K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
413+ 0.63% |
$33.8K - $51.2K
|
66.2K
$7.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
410+ 602.94% |
$33.5K - $50.8K
|
478
$54.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
409+ 8.36% |
$33.4K - $50.7K
|
5.3K
$603K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
405+ 0.61% |
$33.1K - $50.2K
|
67.3K
$7.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
401New |
$32.8K - $49.7K
|
401
$45.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
400+ 10.66% |
$32.7K - $49.6K
|
4.15K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
399+ 4.33% |
$32.6K - $49.5K
|
9.62K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
399+ 7.54% |
$32.6K - $49.5K
|
5.69K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
399+ 1.88% |
$32.6K - $49.5K
|
21.7K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
398+ 17.24% |
$32.5K - $49.4K
|
2.71K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
395+ 38.69% |
$32.3K - $49K
|
1.42K
$161K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
394+ 1.67% |
$32.2K - $48.9K
|
24K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
390+ 19.14% |
$31.9K - $48.4K
|
2.43K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
390+ 0.62% |
$31.9K - $48.4K
|
63.4K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
390New |
$31.9K - $48.4K
|
390
$44.4K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
390+ 5.05% |
$31.9K - $48.4K
|
8.11K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
388+ 3.36% |
$31.7K - $48.1K
|
12K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
386+ 6.26% |
$31.5K - $47.9K
|
6.55K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
383+ 2.3% |
$31.3K - $47.5K
|
17K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
379+ 0.62% |
$31K - $47K
|
61.7K
$7.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
379+ 1.91% |
$31K - $47K
|
20.2K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
377+ 6.18% |
$30.8K - $46.8K
|
6.48K
$737K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
376+ 5.09% |
$30.7K - $46.6K
|
7.77K
$883K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
375+ 15.56% |
$30.6K - $46.5K
|
2.79K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
374+ 96.14% |
$30.6K - $46.4K
|
763
$86.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
372+ 2.21% |
$30.4K - $46.1K
|
17.2K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
371+ 2.57% |
$30.3K - $46K
|
14.8K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Diamant Asset Management, Inc.
|
BUY
|
- |
365+ 2.5% |
$29.8K - $45.3K
|
14.9K
$1.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
362+ 5.54% |
$29.6K - $44.9K
|
6.9K
$784K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
362+ 2.14% |
$29.6K - $44.9K
|
17.2K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
360+ 11.21% |
$29.4K - $44.6K
|
3.57K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
356+ 0.4% |
$29.1K - $44.1K
|
90.5K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
355+ 11.23% |
$29K - $44K
|
3.52K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
352+ 5.96% |
$28.8K - $43.7K
|
6.25K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
352+ 7.11% |
$28.8K - $43.7K
|
5.3K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
349+ 11.55% |
$28.5K - $43.3K
|
3.37K
$383K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
348+ 12.51% |
$28.4K - $43.2K
|
3.13K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
348+ 15.01% |
$28.4K - $43.2K
|
2.67K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
347+ 2.8% |
$28.4K - $43K
|
12.7K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
345+ 0.84% |
$28.2K - $42.8K
|
41.3K
$4.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
339+ 3.87% |
$27.7K - $42K
|
9.1K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
333+ 4.39% |
$27.2K - $41.3K
|
7.91K
$900K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
333+ 6.2% |
$27.2K - $41.3K
|
5.7K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
327+ 60.33% |
$26.7K - $40.6K
|
869
$98.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
326+ 215.89% |
$26.6K - $40.4K
|
477
$54.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
325+ 11.86% |
$26.6K - $40.3K
|
3.07K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
320+ 0.49% |
$26.2K - $39.7K
|
65.1K
$7.41M
|