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 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-34- 0.78% |
$2.78K - $4.22K
|
4.3K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-34- 19.1% |
$2.78K - $4.22K
|
144
$16.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-35- 0.34% |
$2.86K - $4.34K
|
10.2K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-35- 0.78% |
$2.86K - $4.34K
|
4.48K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-35- 2.34% |
$2.86K - $4.34K
|
1.46K
$166K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-36- 1.07% |
$2.94K - $4.46K
|
3.34K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-36- 0.23% |
$2.94K - $4.46K
|
15.9K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-37- 4.34% |
$3.02K - $4.59K
|
815
$92.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-38- 1.25% |
$3.11K - $4.71K
|
3.01K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-38- 1.05% |
$3.11K - $4.71K
|
3.56K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-40- 0.71% |
$3.27K - $4.96K
|
5.58K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-40- 0.15% |
$3.27K - $4.96K
|
26K
$2.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 0.83% |
$3.27K - $4.96K
|
4.79K
$544K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-40- 2.15% |
$3.27K - $4.96K
|
1.82K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-42- 1.94% |
$3.43K - $5.21K
|
2.13K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-42- 1.66% |
$3.43K - $5.21K
|
2.49K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 0.47% |
$3.43K - $5.21K
|
8.82K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-42- 7.11% |
$3.43K - $5.21K
|
549
$62.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-43- 0.41% |
$3.51K - $5.33K
|
10.6K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-43- 0.78% |
$3.51K - $5.33K
|
5.5K
$625K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-44- 1.6% |
$3.6K - $5.46K
|
2.71K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-45- 0.08% |
$3.68K - $5.58K
|
55.6K
$6.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-47- 0.8% |
$3.84K - $5.83K
|
5.84K
$664K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-47- 1.14% |
$3.84K - $5.83K
|
4.08K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-48- 22.33% |
$3.92K - $5.95K
|
167
$19K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-48- 0.5% |
$3.92K - $5.95K
|
9.54K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-49- 1.49% |
$4K - $6.08K
|
3.24K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 2.29% |
$4.09K - $6.2K
|
2.13K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-50- 2.34% |
$4.09K - $6.2K
|
2.09K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-50- 0.58% |
$4.09K - $6.2K
|
8.53K
$970K
|
|
|
Jul 29, 2025
Q2 2025
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-50- 2.26% |
$4.09K - $6.2K
|
2.17K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-50- 2.06% |
$4.09K - $6.2K
|
2.38K
$271K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 0.54% |
$4.09K - $6.2K
|
9.21K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-50- 0.36% |
$4.09K - $6.2K
|
14K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-50- 1.24% |
$4.09K - $6.2K
|
3.98K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-50- 1.04% |
$4.09K - $6.2K
|
4.75K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-52- 0.07% |
$4.25K - $6.45K
|
72.6K
$8.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-52- 2.17% |
$4.25K - $6.45K
|
2.34K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-53- 0.95% |
$4.33K - $6.57K
|
5.54K
$630K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-53- 1.51% |
$4.33K - $6.57K
|
3.47K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-54- 1.76% |
$4.41K - $6.7K
|
3.01K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-54- 1.07% |
$4.41K - $6.7K
|
4.99K
$567K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-55- 1.47% |
$4.49K - $6.82K
|
3.68K
$418K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-55- 2.36% |
$4.49K - $6.82K
|
2.28K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-55- 2.36% |
$4.49K - $6.82K
|
2.28K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-55- 1.38% |
$4.49K - $6.82K
|
3.93K
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 41.01% |
$4.66K - $7.07K
|
82
$9.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-57- 1.86% |
$4.66K - $7.07K
|
3.01K
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-59- 1.77% |
$4.82K - $7.32K
|
3.28K
$372K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-60- 2.07% |
$4.9K - $7.44K
|
2.84K
$323K
|