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 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
41+ 0.96% |
$3.35K - $5.08K
|
4.31K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
40+ 0.26% |
$3.27K - $4.96K
|
15.2K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
40+ 1.2% |
$3.27K - $4.96K
|
3.39K
$385K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
40+ 0.4% |
$3.27K - $4.96K
|
10.1K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 10.96% |
$3.27K - $4.96K
|
405
$46.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
39+ 1.39% |
$3.19K - $4.84K
|
2.85K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
38+ 0.4% |
$3.11K - $4.71K
|
9.64K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
36+ 0.74% |
$2.94K - $4.46K
|
4.89K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
36New |
$2.94K - $4.46K
|
36
$4.09K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35+ 4.16% |
$2.86K - $4.34K
|
877
$99.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
34+ 0.25% |
$2.78K - $4.22K
|
13.4K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
33+ 0.18% |
$2.7K - $4.09K
|
18.6K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
32+ 1.06% |
$2.62K - $3.97K
|
3.06K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 19.51% |
$2.62K - $3.97K
|
196
$22.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
31+ 1.18% |
$2.53K - $3.84K
|
2.66K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
30+ 46.88% |
$2.45K - $3.72K
|
94
$10.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
29+ 0.8% |
$2.37K - $3.6K
|
3.66K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29+ 1.94% |
$2.37K - $3.6K
|
1.53K
$174K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
28+ 0.19% |
$2.29K - $3.47K
|
14.4K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
28+ 1.01% |
$2.29K - $3.47K
|
2.8K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 0.83% |
$2.21K - $3.35K
|
3.3K
$375K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
25+ 0.66% |
$2.04K - $3.1K
|
3.79K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25+ 49.02% |
$2.04K - $3.1K
|
76
$8.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
23+ 0.23% |
$1.88K - $2.85K
|
9.91K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23+ 1.41% |
$1.88K - $2.85K
|
1.66K
$188K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22+ 0.84% |
$1.8K - $2.73K
|
2.64K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
22New |
$1.8K - $2.73K
|
22
$2.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
21+ 0.61% |
$1.72K - $2.6K
|
3.46K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
21+ 0.8% |
$1.72K - $2.6K
|
2.65K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21+ 0.75% |
$1.72K - $2.6K
|
2.83K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
20+ 0.85% |
$1.63K - $2.48K
|
2.37K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
20+ 0.44% |
$1.63K - $2.48K
|
4.53K
$515K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
20+ 50.0% |
$1.63K - $2.48K
|
60
$6.82K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
20+ 0.33% |
$1.63K - $2.48K
|
5.99K
$681K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19+ 0.73% |
$1.55K - $2.36K
|
2.62K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19+ 0.61% |
$1.55K - $2.36K
|
3.14K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$1.47K - $2.23K
|
18
$2.05K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
18+ 0.45% |
$1.47K - $2.23K
|
4K
$454K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
18+ 0.82% |
$1.47K - $2.23K
|
2.23K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18+ 1800.0% |
$1.47K - $2.23K
|
19
$2.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17+ 0.44% |
$1.39K - $2.11K
|
3.92K
$446K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
17+ 0.95% |
$1.39K - $2.11K
|
1.81K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17+ 0.66% |
$1.39K - $2.11K
|
2.58K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
17+ 0.32% |
$1.39K - $2.11K
|
5.26K
$598K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
17+ 0.44% |
$1.39K - $2.11K
|
3.85K
$438K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.14% |
$1.39K - $2.11K
|
12.3K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
16+ 0.62% |
$1.31K - $1.98K
|
2.59K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
16+ 0.11% |
$1.31K - $1.98K
|
14.4K
$1.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
16+ 0.54% |
$1.31K - $1.98K
|
3K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
16+ 2.17% |
$1.31K - $1.98K
|
752
$85.5K
|