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 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
208+ 6.34% |
$17K - $25.8K
|
3.49K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
207+ 5.4% |
$16.9K - $25.7K
|
4.04K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
206+ 7.83% |
$16.8K - $25.5K
|
2.84K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
205+ 7.97% |
$16.8K - $25.4K
|
2.78K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
205+ 5.83% |
$16.8K - $25.4K
|
3.72K
$423K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
203+ 3.68% |
$16.6K - $25.2K
|
5.73K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
203+ 6.97% |
$16.6K - $25.2K
|
3.12K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
200+ 4.15% |
$16.3K - $24.8K
|
5.02K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200+ 7.8% |
$16.3K - $24.8K
|
2.76K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
200+ 3.61% |
$16.3K - $24.8K
|
5.74K
$652K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
198+ 2.11% |
$16.2K - $24.6K
|
9.59K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
198+ 2.87% |
$16.2K - $24.6K
|
7.09K
$806K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
197+ 8.78% |
$16.1K - $24.4K
|
2.44K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
195+ 2.68% |
$15.9K - $24.2K
|
7.48K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
194+ 4.9% |
$15.9K - $24.1K
|
4.15K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
194+ 7.66% |
$15.9K - $24.1K
|
2.73K
$310K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
193+ 6.64% |
$15.8K - $23.9K
|
3.1K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
193+ 0.57% |
$15.8K - $23.9K
|
34K
$3.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
191+ 5.83% |
$15.6K - $23.7K
|
3.47K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
190+ 5.03% |
$15.5K - $23.6K
|
3.97K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
189+ 8.55% |
$15.4K - $23.4K
|
2.4K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
188+ 4.0% |
$15.4K - $23.3K
|
4.88K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
188+ 19.38% |
$15.4K - $23.3K
|
1.16K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
185+ 8.7% |
$15.1K - $22.9K
|
2.31K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 1.72% |
$14.9K - $22.6K
|
10.7K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
179+ 4.47% |
$14.6K - $22.2K
|
4.18K
$476K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
178+ 2.96% |
$14.5K - $22.1K
|
6.2K
$705K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
178+ 6.2% |
$14.5K - $22.1K
|
3.05K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
177+ 1.05% |
$14.5K - $21.9K
|
17K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
174+ 37.66% |
$14.2K - $21.6K
|
636
$72.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
174+ 3.55% |
$14.2K - $21.6K
|
5.07K
$576K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
174+ 1.34% |
$14.2K - $21.6K
|
13.2K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
172+ 6.33% |
$14.1K - $21.3K
|
2.89K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
172+ 2.05% |
$14.1K - $21.3K
|
8.55K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
172+ 30.28% |
$14.1K - $21.3K
|
740
$84.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
171+ 5.58% |
$14K - $21.2K
|
3.24K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
169+ 10.03% |
$13.8K - $21K
|
1.85K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
169+ 7.45% |
$13.8K - $21K
|
2.44K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
168+ 4.88% |
$13.7K - $20.8K
|
3.61K
$411K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
167+ 1.63% |
$13.6K - $20.7K
|
10.4K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
166+ 0.67% |
$13.6K - $20.6K
|
24.9K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
166+ 0.24% |
$13.6K - $20.6K
|
68.1K
$7.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
165+ 0.42% |
$13.5K - $20.5K
|
39.4K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
165+ 7.57% |
$13.5K - $20.5K
|
2.34K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
163+ 0.67% |
$13.3K - $20.2K
|
24.3K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
163+ 6.64% |
$13.3K - $20.2K
|
2.62K
$297K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
163New |
$13.3K - $20.2K
|
163
$18.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
162+ 1.07% |
$13.2K - $20.1K
|
15.2K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
161+ 3.22% |
$13.2K - $20K
|
5.16K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
160+ 2.8% |
$13.1K - $19.8K
|
5.87K
$667K
|