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 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-222- 35.18% |
$18.1K - $27.5K
|
409
$46.5K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-223- 3.82% |
$18.2K - $27.7K
|
5.61K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-223- 9.98% |
$18.2K - $27.7K
|
2.01K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
William Allan, LLC
|
SELL
|
- |
-224- 0.69% |
$18.3K - $27.8K
|
32.4K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-224- 7.24% |
$18.3K - $27.8K
|
2.87K
$326K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-229- 1.89% |
$18.7K - $28.4K
|
11.9K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-230- 3.05% |
$18.8K - $28.5K
|
7.31K
$832K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-233- 7.67% |
$19K - $28.9K
|
2.81K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-239- 5.57% |
$19.5K - $29.6K
|
4.05K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-240- 6.75% |
$19.6K - $29.8K
|
3.32K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-247- 5.04% |
$20.2K - $30.6K
|
4.66K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-247- 6.48% |
$20.2K - $30.6K
|
3.56K
$405K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-247- 6.29% |
$20.2K - $30.6K
|
3.68K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-247- 6.82% |
$20.2K - $30.6K
|
3.37K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-248- 4.92% |
$20.3K - $30.8K
|
4.79K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-249- 4.32% |
$20.3K - $30.9K
|
5.51K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-249- 7.18% |
$20.3K - $30.9K
|
3.22K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-250- 6.15% |
$20.4K - $31K
|
3.82K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-250- 0.43% |
$20.4K - $31K
|
58.1K
$6.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-250- 11.23% |
$20.4K - $31K
|
1.98K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-250- 0.58% |
$20.4K - $31K
|
42.8K
$4.86M
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 7.29% |
$20.4K - $31K
|
3.18K
$362K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-250- 1.69% |
$20.4K - $31K
|
14.6K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-251- 4.46% |
$20.5K - $31.1K
|
5.38K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-252- 4.8% |
$20.6K - $31.3K
|
5K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-255- 1.39% |
$20.8K - $31.6K
|
18.1K
$2.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-256- 12.48% |
$20.9K - $31.7K
|
1.8K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-259- 2.21% |
$21.2K - $32.1K
|
11.5K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-260- 0.89% |
$21.2K - $32.2K
|
28.8K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-268- 0.21% |
$21.9K - $33.2K
|
129K
$14.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-269- 5.78% |
$22K - $33.4K
|
4.38K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-270- 6.8% |
$22.1K - $33.5K
|
3.7K
$421K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-270- 10.99% |
$22.1K - $33.5K
|
2.19K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-273- 2.27% |
$22.3K - $33.9K
|
11.7K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-274- 8.29% |
$22.4K - $34K
|
3.03K
$345K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-275- 4.99% |
$22.5K - $34.1K
|
5.24K
$596K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-275- 18.82% |
$22.5K - $34.1K
|
1.19K
$135K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-276- 1.14% |
$22.6K - $34.2K
|
24K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-277- 11.48% |
$22.6K - $34.4K
|
2.14K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-280- 4.28% |
$22.9K - $34.7K
|
6.27K
$713K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-281- 2.35% |
$23K - $34.8K
|
11.7K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-282- 13.84% |
$23K - $35K
|
1.76K
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-284- 0.78% |
$23.2K - $35.2K
|
35.9K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-285- 17.54% |
$23.3K - $35.3K
|
1.34K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-287- 5.67% |
$23.5K - $35.6K
|
4.78K
$543K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-289- 12.05% |
$23.6K - $35.8K
|
2.11K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-289- 2.55% |
$23.6K - $35.8K
|
11K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-290- 0.9% |
$23.7K - $36K
|
31.8K
$3.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-290- 11.65% |
$23.7K - $36K
|
2.2K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-291- 4.42% |
$23.8K - $36.1K
|
6.29K
$716K
|