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 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.9% |
$4.9K - $7.44K
|
6.59K
$750K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-60- 1.9% |
$4.9K - $7.44K
|
3.1K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-60- 1.2% |
$4.9K - $7.44K
|
4.95K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 0.13% |
$4.9K - $7.44K
|
47.3K
$5.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-60- 0.42% |
$4.9K - $7.44K
|
14.4K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-60- 1.19% |
$4.9K - $7.44K
|
4.99K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-61- 2.35% |
$4.98K - $7.56K
|
2.54K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-61- 2.31% |
$4.98K - $7.56K
|
2.58K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-61- 0.27% |
$4.98K - $7.56K
|
22.4K
$2.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-63- 2.88% |
$5.15K - $7.81K
|
2.13K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-63- 1.09% |
$5.15K - $7.81K
|
5.72K
$651K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-63- 8.32% |
$5.15K - $7.81K
|
694
$78.9K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-64- 0.63% |
$5.23K - $7.94K
|
10.1K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-64- 1.23% |
$5.23K - $7.94K
|
5.13K
$583K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-64- 0.54% |
$5.23K - $7.94K
|
11.8K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-65- 1.3% |
$5.31K - $8.06K
|
4.92K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-65- 1.87% |
$5.31K - $8.06K
|
3.42K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-66- 0.56% |
$5.39K - $8.18K
|
11.7K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-68- 1.18% |
$5.56K - $8.43K
|
5.72K
$650K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-69- 0.23% |
$5.64K - $8.56K
|
30.6K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-70- 0.89% |
$5.72K - $8.68K
|
7.81K
$888K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-70- 2.13% |
$5.72K - $8.68K
|
3.21K
$365K
|
|
|
Jul 29, 2025
Q2 2025
|
Family Capital Trust CO
|
SELL
|
- |
-73- 0.14% |
$5.97K - $9.05K
|
52.3K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-74- 3.63% |
$6.05K - $9.18K
|
1.97K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-74- 0.1% |
$6.05K - $9.18K
|
75K
$8.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-75- 3.53% |
$6.13K - $9.3K
|
2.05K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-75- 2.05% |
$6.13K - $9.3K
|
3.58K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 0.26% |
$6.13K - $9.3K
|
29K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-76- 0.78% |
$6.21K - $9.42K
|
9.65K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-78- 0.94% |
$6.37K - $9.67K
|
8.24K
$937K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-79- 2.97% |
$6.46K - $9.8K
|
2.59K
$294K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-80- 0.55% |
$6.54K - $9.92K
|
14.4K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-81- 0.89% |
$6.62K - $10K
|
9.03K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 4.49% |
$6.7K - $10.2K
|
1.75K
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-82- 12.33% |
$6.7K - $10.2K
|
583
$66.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-82- 2.58% |
$6.7K - $10.2K
|
3.09K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-82- 3.89% |
$6.7K - $10.2K
|
2.03K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-83- 1.67% |
$6.78K - $10.3K
|
4.88K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-83- 20.19% |
$6.78K - $10.3K
|
328
$37.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-83- 1.28% |
$6.78K - $10.3K
|
6.41K
$729K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83- 0.46% |
$6.78K - $10.3K
|
18K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-84- 0.82% |
$6.86K - $10.4K
|
10.1K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-84- 2.29% |
$6.86K - $10.4K
|
3.58K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-85- 2.78% |
$6.95K - $10.5K
|
2.98K
$339K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-85- 0.46% |
$6.95K - $10.5K
|
18.2K
$2.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-85- 0.53% |
$6.95K - $10.5K
|
15.8K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-86- 1.0% |
$7.03K - $10.7K
|
8.53K
$970K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-86- 0.94% |
$7.03K - $10.7K
|
9.1K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-87- 3.69% |
$7.11K - $10.8K
|
2.27K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-87- 1.83% |
$7.11K - $10.8K
|
4.66K
$530K
|