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 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-145- 5.06% |
$11.8K - $18K
|
2.72K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-145- 5.28% |
$11.8K - $18K
|
2.6K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-145- 3.73% |
$11.8K - $18K
|
3.74K
$426K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-146- 8.74% |
$11.9K - $18.1K
|
1.52K
$173K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-146- 2.43% |
$11.9K - $18.1K
|
5.86K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 1.42% |
$12K - $18.2K
|
10.2K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-148- 1.09% |
$12.1K - $18.4K
|
13.5K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-148- 0.26% |
$12.1K - $18.4K
|
57.3K
$6.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-149- 1.33% |
$12.2K - $18.5K
|
11.1K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-149- 1.92% |
$12.2K - $18.5K
|
7.62K
$867K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-150- 0.81% |
$12.3K - $18.6K
|
18.3K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-150- 0.52% |
$12.3K - $18.6K
|
28.7K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-150- 4.0% |
$12.3K - $18.6K
|
3.6K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-150- 2.5% |
$12.3K - $18.6K
|
5.84K
$664K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-150- 3.76% |
$12.3K - $18.6K
|
3.84K
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-150- 3.07% |
$12.3K - $18.6K
|
4.73K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-151- 1.54% |
$12.3K - $18.7K
|
9.64K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-151- 0.53% |
$12.3K - $18.7K
|
28.5K
$3.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-152- 0.82% |
$12.4K - $18.8K
|
18.3K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-152- 1.32% |
$12.4K - $18.8K
|
11.4K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-153- 4.18% |
$12.5K - $19K
|
3.51K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-153- 5.0% |
$12.5K - $19K
|
2.91K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-154- 2.9% |
$12.6K - $19.1K
|
5.15K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-155- 4.92% |
$12.7K - $19.2K
|
3K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-155- 4.22% |
$12.7K - $19.2K
|
3.52K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-155- 0.65% |
$12.7K - $19.2K
|
23.6K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-155- 0.33% |
$12.7K - $19.2K
|
46.5K
$5.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-156- 2.98% |
$12.7K - $19.3K
|
5.08K
$578K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-159- 3.31% |
$13K - $19.7K
|
4.65K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-160- 43.01% |
$13.1K - $19.8K
|
212
$24.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-162- 5.29% |
$13.2K - $20.1K
|
2.9K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-163- 5.38% |
$13.3K - $20.2K
|
2.87K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-163- 2.71% |
$13.3K - $20.2K
|
5.85K
$666K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-165- 1.84% |
$13.5K - $20.5K
|
8.81K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-165- 2.49% |
$13.5K - $20.5K
|
6.46K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-166- 0.16% |
$13.6K - $20.6K
|
104K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-166- 7.15% |
$13.6K - $20.6K
|
2.16K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-167- 7.04% |
$13.6K - $20.7K
|
2.21K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-167- 1.65% |
$13.6K - $20.7K
|
9.98K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-167- 12.03% |
$13.6K - $20.7K
|
1.22K
$139K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-169- 2.03% |
$13.8K - $21K
|
8.16K
$928K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-169- 1.72% |
$13.8K - $21K
|
9.69K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-170- 4.62% |
$13.9K - $21.1K
|
3.51K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-170- 1.83% |
$13.9K - $21.1K
|
9.11K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-170- 2.07% |
$13.9K - $21.1K
|
8.02K
$912K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-171- 5.55% |
$14K - $21.2K
|
2.91K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-174- 1.48% |
$14.2K - $21.6K
|
11.6K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
SELL
|
- |
-175- 0.49% |
$14.3K - $21.7K
|
35.6K
$4.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-175- 5.23% |
$14.3K - $21.7K
|
3.17K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-175- 5.52% |
$14.3K - $21.7K
|
2.99K
$340K
|