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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-113- 7.02% |
$9.23K - $14K
|
1.5K
$170K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-113- 1.64% |
$9.23K - $14K
|
6.78K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 2.1% |
$9.23K - $14K
|
5.26K
$599K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-113- 0.31% |
$9.23K - $14K
|
36.2K
$4.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-113- 1.07% |
$9.23K - $14K
|
10.4K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-114- 3.1% |
$9.32K - $14.1K
|
3.56K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-115- 2.66% |
$9.4K - $14.3K
|
4.22K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-115- 4.16% |
$9.4K - $14.3K
|
2.65K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-115- 4.43% |
$9.4K - $14.3K
|
2.48K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-115- 1.67% |
$9.4K - $14.3K
|
6.77K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-115- 4.24% |
$9.4K - $14.3K
|
2.6K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-117- 4.88% |
$9.56K - $14.5K
|
2.28K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-117- 3.72% |
$9.56K - $14.5K
|
3.03K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-118- 21.53% |
$9.64K - $14.6K
|
430
$48.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-119- 4.34% |
$9.72K - $14.8K
|
2.63K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-120- 5.36% |
$9.81K - $14.9K
|
2.12K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-120- 4.55% |
$9.81K - $14.9K
|
2.52K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-120- 49.38% |
$9.81K - $14.9K
|
123
$14K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-122- 3.52% |
$9.97K - $15.1K
|
3.34K
$380K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-122- 16.14% |
$9.97K - $15.1K
|
634
$72.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-122- 3.32% |
$9.97K - $15.1K
|
3.55K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 0.5% |
$10.1K - $15.3K
|
24.6K
$2.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-124- 48.25% |
$10.1K - $15.4K
|
133
$15.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-125- 3.21% |
$10.2K - $15.5K
|
3.77K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-125- 4.25% |
$10.2K - $15.5K
|
2.82K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-126- 5.59% |
$10.3K - $15.6K
|
2.13K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-127- 2.92% |
$10.4K - $15.7K
|
4.23K
$480K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-127- 0.74% |
$10.4K - $15.7K
|
17K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-127- 0.31% |
$10.4K - $15.7K
|
40.8K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-128- 4.41% |
$10.5K - $15.9K
|
2.78K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-128- 93.43% |
$10.5K - $15.9K
|
9
$1.02K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-129- 4.47% |
$10.5K - $16K
|
2.76K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-130- 3.24% |
$10.6K - $16.1K
|
3.89K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-131- 1.68% |
$10.7K - $16.2K
|
7.68K
$873K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-132- 3.51% |
$10.8K - $16.4K
|
3.63K
$413K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-133- 4.88% |
$10.9K - $16.5K
|
2.59K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-133- 7.6% |
$10.9K - $16.5K
|
1.62K
$184K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-134- 0.29% |
$11K - $16.6K
|
46.1K
$5.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-135- 2.36% |
$11K - $16.7K
|
5.59K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-136- 3.93% |
$11.1K - $16.9K
|
3.32K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-136- 4.39% |
$11.1K - $16.9K
|
2.96K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-138- 0.85% |
$11.3K - $17.1K
|
16.1K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-140- 4.17% |
$11.4K - $17.4K
|
3.22K
$366K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-141- 12.16% |
$11.5K - $17.5K
|
1.02K
$116K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-141- 3.56% |
$11.5K - $17.5K
|
3.82K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-142- 4.48% |
$11.6K - $17.6K
|
3.03K
$345K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-144- 2.66% |
$11.8K - $17.9K
|
5.27K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-144- 1.14% |
$11.8K - $17.9K
|
12.5K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-145- 2.17% |
$11.8K - $18K
|
6.55K
$744K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-145- 1.91% |
$11.8K - $18K
|
7.45K
$848K
|