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 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.76% |
$8.34K - $12.6K
|
5.88K
$669K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
101+ 4.56% |
$8.25K - $12.5K
|
2.32K
$263K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
100+ 2.2% |
$8.17K - $12.4K
|
4.64K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100+ 4.39% |
$8.17K - $12.4K
|
2.38K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 12.5% |
$8.17K - $12.4K
|
900
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 5.06% |
$8.17K - $12.4K
|
2.08K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 294.12% |
$8.17K - $12.4K
|
134
$15.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100+ 3.38% |
$8.17K - $12.4K
|
3.06K
$348K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
100+ 4.07% |
$8.17K - $12.4K
|
2.56K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 4.52% |
$8.17K - $12.4K
|
2.31K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.32% |
$8.17K - $12.4K
|
4.41K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
99+ 0.04% |
$8.09K - $12.3K
|
223K
$25.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
99+ 1.04% |
$8.09K - $12.3K
|
9.66K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
98+ 4.38% |
$8.01K - $12.2K
|
2.34K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
95+ 2.13% |
$7.76K - $11.8K
|
4.57K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
95+ 1.19% |
$7.76K - $11.8K
|
8.06K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
94+ 9.14% |
$7.68K - $11.7K
|
1.12K
$128K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
94+ 82.46% |
$7.68K - $11.7K
|
208
$23.7K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
94+ 9.26% |
$7.68K - $11.7K
|
1.11K
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
94+ 1.58% |
$7.68K - $11.7K
|
6.04K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
91+ 4.26% |
$7.44K - $11.3K
|
2.23K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
89+ 0.39% |
$7.27K - $11K
|
23K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
88+ 0.19% |
$7.19K - $10.9K
|
46.9K
$5.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
88+ 1.28% |
$7.19K - $10.9K
|
6.96K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
87+ 3.45% |
$7.11K - $10.8K
|
2.61K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
87+ 3.27% |
$7.11K - $10.8K
|
2.75K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
87+ 1.45% |
$7.11K - $10.8K
|
6.09K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
87+ 1.02% |
$7.11K - $10.8K
|
8.59K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
87New |
$7.11K - $10.8K
|
87
$9.89K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
86+ 1.48% |
$7.03K - $10.7K
|
5.89K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
85+ 1.38% |
$6.95K - $10.5K
|
6.26K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
84New |
$6.86K - $10.4K
|
84
$9.55K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
84+ 1.16% |
$6.86K - $10.4K
|
7.32K
$832K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83+ 2.5% |
$6.78K - $10.3K
|
3.41K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
82+ 0.94% |
$6.7K - $10.2K
|
8.81K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
82+ 3.18% |
$6.7K - $10.2K
|
2.66K
$303K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
82+ 15.1% |
$6.7K - $10.2K
|
625
$71.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
81+ 1.38% |
$6.62K - $10K
|
5.95K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
80+ 1.75% |
$6.54K - $9.92K
|
4.65K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
78+ 2.83% |
$6.37K - $9.67K
|
2.84K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
78+ 25.49% |
$6.37K - $9.67K
|
384
$43.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
78+ 1.42% |
$6.37K - $9.67K
|
5.56K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
78+ 0.55% |
$6.37K - $9.67K
|
14.2K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77+ 19.35% |
$6.29K - $9.55K
|
475
$54K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
77+ 2.05% |
$6.29K - $9.55K
|
3.84K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
77+ 0.79% |
$6.29K - $9.55K
|
9.83K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
77+ 0.4% |
$6.29K - $9.55K
|
19.5K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
76+ 0.1% |
$6.21K - $9.42K
|
76.5K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
76+ 0.08% |
$6.21K - $9.42K
|
92.3K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
75+ 2.91% |
$6.13K - $9.3K
|
2.65K
$301K
|