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
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-88- 2.38% |
$7.19K - $10.9K
|
3.62K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-88- 1.06% |
$7.19K - $10.9K
|
8.18K
$930K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-91- 1.46% |
$7.44K - $11.3K
|
6.16K
$700K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-91- 0.09% |
$7.44K - $11.3K
|
101K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-92- 6.36% |
$7.52K - $11.4K
|
1.35K
$154K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-93- 11.36% |
$7.6K - $11.5K
|
726
$82.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-93- 1.74% |
$7.6K - $11.5K
|
5.26K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-94- 0.19% |
$7.68K - $11.7K
|
50.6K
$5.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-94- 4.09% |
$7.68K - $11.7K
|
2.2K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-95- 4.22% |
$7.76K - $11.8K
|
2.16K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-95- 2.46% |
$7.76K - $11.8K
|
3.76K
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-95- 0.84% |
$7.76K - $11.8K
|
11.2K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-95- 3.47% |
$7.76K - $11.8K
|
2.64K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-95- 0.32% |
$7.76K - $11.8K
|
29.9K
$3.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-96Closed |
$7.85K - $11.9K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-96- 2.14% |
$7.85K - $11.9K
|
4.38K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-97- 2.26% |
$7.93K - $12K
|
4.2K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-97- 48.74% |
$7.93K - $12K
|
102
$11.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-99- 0.33% |
$8.09K - $12.3K
|
29.9K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 1.82% |
$8.09K - $12.3K
|
5.34K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-100- 44.05% |
$8.17K - $12.4K
|
127
$14.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-100- 3.04% |
$8.17K - $12.4K
|
3.19K
$363K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-100- 1.32% |
$8.17K - $12.4K
|
7.47K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-100- 1.5% |
$8.17K - $12.4K
|
6.58K
$748K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-100- 36.36% |
$8.17K - $12.4K
|
175
$19.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.65% |
$8.17K - $12.4K
|
15.3K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 3.4% |
$8.17K - $12.4K
|
2.84K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-100- 4.48% |
$8.17K - $12.4K
|
2.13K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-100- 1.82% |
$8.17K - $12.4K
|
5.39K
$613K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-100- 21.05% |
$8.17K - $12.4K
|
375
$42.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-100- 3.38% |
$8.17K - $12.4K
|
2.86K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-100- 2.78% |
$8.17K - $12.4K
|
3.5K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-100- 3.9% |
$8.17K - $12.4K
|
2.46K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-100- 3.79% |
$8.17K - $12.4K
|
2.54K
$289K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-100- 1.78% |
$8.17K - $12.4K
|
5.51K
$627K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-103- 4.28% |
$8.42K - $12.8K
|
2.3K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-104- 0.22% |
$8.5K - $12.9K
|
48.1K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-104- 0.82% |
$8.5K - $12.9K
|
12.5K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-105- 1.08% |
$8.58K - $13K
|
9.62K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-106- 1.01% |
$8.66K - $13.1K
|
10.3K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-107- 0.82% |
$8.74K - $13.3K
|
12.9K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-108- 1.7% |
$8.83K - $13.4K
|
6.24K
$710K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-108- 1.45% |
$8.83K - $13.4K
|
7.34K
$834K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-110- 2.32% |
$8.99K - $13.6K
|
4.64K
$527K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-110- 5.36% |
$8.99K - $13.6K
|
1.94K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-111- 0.37% |
$9.07K - $13.8K
|
29.8K
$3.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-111- 84.73% |
$9.07K - $13.8K
|
20
$2.27K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-112- 4.2% |
$9.15K - $13.9K
|
2.55K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-112- 2.72% |
$9.15K - $13.9K
|
4K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-112- 0.14% |
$9.15K - $13.9K
|
82.5K
$9.38M
|