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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-292- 6.87% |
$23.9K - $36.2K
|
3.96K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-295- 3.39% |
$24.1K - $36.6K
|
8.42K
$957K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-295- 12.93% |
$24.1K - $36.6K
|
1.99K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-295- 5.74% |
$24.1K - $36.6K
|
4.85K
$551K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-300- 1.31% |
$24.5K - $37.2K
|
22.5K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-300- 10.68% |
$24.5K - $37.2K
|
2.51K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-300- 12.46% |
$24.5K - $37.2K
|
2.11K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-300- 14.66% |
$24.5K - $37.2K
|
1.75K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-301- 3.13% |
$24.6K - $37.3K
|
9.33K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-302- 6.27% |
$24.7K - $37.5K
|
4.52K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-305- 1.84% |
$24.9K - $37.8K
|
16.3K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-305- 0.32% |
$24.9K - $37.8K
|
95.1K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-306- 4.35% |
$25K - $37.9K
|
6.74K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-306- 1.81% |
$25K - $37.9K
|
16.6K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-307- 2.09% |
$25.1K - $38.1K
|
14.4K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-309- 3.21% |
$25.3K - $38.3K
|
9.3K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-310- 16.76% |
$25.3K - $38.4K
|
1.54K
$175K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-316- 2.78% |
$25.8K - $39.2K
|
11K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-316- 0.88% |
$25.8K - $39.2K
|
35.6K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-319- 3.21% |
$26.1K - $39.6K
|
9.61K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-320- 4.9% |
$26.2K - $39.7K
|
6.22K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-320- 2.29% |
$26.2K - $39.7K
|
13.7K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-320- 1.4% |
$26.2K - $39.7K
|
22.5K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-325- 0.25% |
$26.6K - $40.3K
|
129K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-328- 1.29% |
$26.8K - $40.7K
|
25.2K
$2.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-328- 14.04% |
$26.8K - $40.7K
|
2.01K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-328- 3.48% |
$26.8K - $40.7K
|
9.09K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-330- 3.52% |
$27K - $40.9K
|
9.04K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-332- 12.44% |
$27.1K - $41.2K
|
2.34K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-332- 6.25% |
$27.1K - $41.2K
|
4.98K
$567K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-333- 14.73% |
$27.2K - $41.3K
|
1.93K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-333- 13.28% |
$27.2K - $41.3K
|
2.17K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-334- 3.02% |
$27.3K - $41.4K
|
10.7K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-334- 5.08% |
$27.3K - $41.4K
|
6.24K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-335- 3.53% |
$27.4K - $41.5K
|
9.16K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-337- 1.42% |
$27.5K - $41.8K
|
23.4K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-340- 4.43% |
$27.8K - $42.2K
|
7.34K
$834K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-343- 6.51% |
$28K - $42.5K
|
4.93K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-344- 4.94% |
$28.1K - $42.7K
|
6.62K
$753K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-344- 2.3% |
$28.1K - $42.7K
|
14.6K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-346- 1.68% |
$28.3K - $42.9K
|
20.2K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-349- 5.81% |
$28.5K - $43.3K
|
5.66K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-350- 9.81% |
$28.6K - $43.4K
|
3.22K
$366K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-350- 15.95% |
$28.6K - $43.4K
|
1.84K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-350- 1.46% |
$28.6K - $43.4K
|
23.6K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-351- 0.87% |
$28.7K - $43.5K
|
40K
$4.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-351- 6.87% |
$28.7K - $43.5K
|
4.76K
$541K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-352- 11.15% |
$28.8K - $43.7K
|
2.8K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-353- 0.19% |
$28.8K - $43.8K
|
189K
$21.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-357- 2.34% |
$29.2K - $44.3K
|
14.9K
$1.7M
|