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 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-175- 12.81% |
$14.3K - $21.7K
|
1.19K
$135K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-176- 7.95% |
$14.4K - $21.8K
|
2.04K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-177- 1.79% |
$14.5K - $21.9K
|
9.73K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-177- 4.36% |
$14.5K - $21.9K
|
3.88K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-180- 0.68% |
$14.7K - $22.3K
|
26.2K
$2.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-181- 5.79% |
$14.8K - $22.4K
|
2.95K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-181- 6.16% |
$14.8K - $22.4K
|
2.76K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-184- 0.78% |
$15K - $22.8K
|
23.4K
$2.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-186- 1.8% |
$15.2K - $23.1K
|
10.1K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-187- 5.39% |
$15.3K - $23.2K
|
3.28K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-187- 5.34% |
$15.3K - $23.2K
|
3.32K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-188- 5.5% |
$15.4K - $23.3K
|
3.23K
$367K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-188- 2.25% |
$15.4K - $23.3K
|
8.17K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.23% |
$15.9K - $24.2K
|
15.6K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-196- 25.55% |
$16K - $24.3K
|
571
$64.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-199- 0.7% |
$16.3K - $24.7K
|
28.3K
$3.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-200- 1.68% |
$16.3K - $24.8K
|
11.7K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-200- 7.7% |
$16.3K - $24.8K
|
2.4K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 8.16% |
$16.3K - $24.8K
|
2.25K
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-200- 2.52% |
$16.3K - $24.8K
|
7.74K
$880K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-200- 2.37% |
$16.3K - $24.8K
|
8.25K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.52% |
$16.3K - $24.8K
|
3.42K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-200- 11.9% |
$16.3K - $24.8K
|
1.48K
$168K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-200- 0.95% |
$16.3K - $24.8K
|
20.9K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-200- 8.81% |
$16.3K - $24.8K
|
2.07K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-200- 39.14% |
$16.3K - $24.8K
|
311
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 40.0% |
$16.3K - $24.8K
|
300
$34.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-203- 8.37% |
$16.6K - $25.2K
|
2.22K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-204- 1.31% |
$16.7K - $25.3K
|
15.3K
$1.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-204- 4.15% |
$16.7K - $25.3K
|
4.71K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
SELL
|
- |
-206- 7.16% |
$16.8K - $25.5K
|
2.67K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-208- 3.27% |
$17K - $25.8K
|
6.14K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-209- 24.91% |
$17.1K - $25.9K
|
630
$71.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-210- 9.81% |
$17.2K - $26K
|
1.93K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-212- 0.54% |
$17.3K - $26.3K
|
39.1K
$4.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-212- 6.93% |
$17.3K - $26.3K
|
2.85K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-213- 7.38% |
$17.4K - $26.4K
|
2.68K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-215- 0.47% |
$17.6K - $26.7K
|
46K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-215- 0.19% |
$17.6K - $26.7K
|
114K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-216- 2.57% |
$17.7K - $26.8K
|
8.18K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-217- 5.45% |
$17.7K - $26.9K
|
3.77K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-217- 2.1% |
$17.7K - $26.9K
|
10.1K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-218- 2.28% |
$17.8K - $27K
|
9.35K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-218- 1.41% |
$17.8K - $27K
|
15.3K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-219- 6.1% |
$17.9K - $27.2K
|
3.37K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-220- 6.07% |
$18K - $27.3K
|
3.4K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-220- 6.52% |
$18K - $27.3K
|
3.15K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-220- 6.31% |
$18K - $27.3K
|
3.26K
$371K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-221- 10.03% |
$18.1K - $27.4K
|
1.98K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-221- 16.82% |
$18.1K - $27.4K
|
1.09K
$124K
|