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 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
157+ 2.79% |
$12.8K - $19.5K
|
5.79K
$658K
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
157New |
$12.8K - $19.5K
|
157
$17.9K
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
BUY
|
- |
156+ 1.21% |
$12.7K - $19.3K
|
13K
$1.48M
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
152+ 1.4% |
$12.4K - $18.8K
|
11K
$1.25M
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
152+ 3.51% |
$12.4K - $18.8K
|
4.49K
$510K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
152+ 2.1% |
$12.4K - $18.8K
|
7.39K
$841K
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
151+ 42.18% |
$12.3K - $18.7K
|
509
$57.9K
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
151+ 6.54% |
$12.3K - $18.7K
|
2.46K
$280K
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
150+ 1.87% |
$12.3K - $18.6K
|
8.18K
$931K
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
150+ 2.62% |
$12.3K - $18.6K
|
5.89K
$669K
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
150+ 2.22% |
$12.3K - $18.6K
|
6.92K
$787K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
150+ 2.6% |
$12.3K - $18.6K
|
5.92K
$673K
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
150+ 2.55% |
$12.3K - $18.6K
|
6.03K
$686K
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
150+ 0.35% |
$12.3K - $18.6K
|
42.7K
$4.85M
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
150+ 63.56% |
$12.3K - $18.6K
|
386
$43.9K
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
149New |
$12.2K - $18.5K
|
149
$16.9K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
145+ 0.93% |
$11.8K - $18K
|
15.7K
$1.79M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145+ 4.51% |
$11.8K - $18K
|
3.36K
$382K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
142+ 6.7% |
$11.6K - $17.6K
|
2.26K
$257K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
140+ 2.25% |
$11.4K - $17.4K
|
6.37K
$725K
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
140+ 6.69% |
$11.4K - $17.4K
|
2.23K
$254K
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
BUY
|
- |
140New |
$11.4K - $17.4K
|
140
$15.9K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
139+ 0.84% |
$11.4K - $17.2K
|
16.6K
$1.89M
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
138+ 0.09% |
$11.3K - $17.1K
|
155K
$17.7M
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
136+ 0.82% |
$11.1K - $16.9K
|
16.6K
$1.89M
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
135+ 41.54% |
$11K - $16.7K
|
460
$52.3K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
135+ 2.94% |
$11K - $16.7K
|
4.72K
$537K
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
133New |
$10.9K - $16.5K
|
133
$15.1K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
132+ 0.66% |
$10.8K - $16.4K
|
20.1K
$2.29M
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
132+ 26.4% |
$10.8K - $16.4K
|
632
$71.9K
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
132+ 0.15% |
$10.8K - $16.4K
|
90.1K
$10.2M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
130+ 0.84% |
$10.6K - $16.1K
|
15.7K
$1.79M
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
130+ 1.45% |
$10.6K - $16.1K
|
9.1K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
125+ 0.85% |
$10.2K - $15.5K
|
14.8K
$1.68M
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
125New |
$10.2K - $15.5K
|
125
$14.2K
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
122+ 4.77% |
$9.97K - $15.1K
|
2.68K
$305K
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
120+ 5.43% |
$9.81K - $14.9K
|
2.33K
$265K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
117+ 0.3% |
$9.56K - $14.5K
|
39.1K
$4.45M
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
116New |
$9.48K - $14.4K
|
116
$13.2K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
115+ 2.5% |
$9.4K - $14.3K
|
4.71K
$535K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
114+ 2.22% |
$9.32K - $14.1K
|
5.25K
$597K
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
113+ 0.66% |
$9.23K - $14K
|
17.3K
$1.97M
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
111+ 0.33% |
$9.07K - $13.8K
|
33.3K
$3.78M
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
110+ 1.52% |
$8.99K - $13.6K
|
7.35K
$836K
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
108+ 4.36% |
$8.83K - $13.4K
|
2.59K
$294K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
107+ 4.3% |
$8.74K - $13.3K
|
2.6K
$295K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
105+ 2.89% |
$8.58K - $13K
|
3.74K
$425K
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
105+ 4.24% |
$8.58K - $13K
|
2.58K
$294K
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
103+ 3.82% |
$8.42K - $12.8K
|
2.8K
$318K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
102+ 3.94% |
$8.34K - $12.6K
|
2.69K
$306K
|