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 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-357- 2.26% |
$29.2K - $44.3K
|
15.4K
$1.75M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-360- 17.7% |
$29.4K - $44.6K
|
1.67K
$190K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-361- 5.46% |
$29.5K - $44.8K
|
6.25K
$710K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-363- 5.03% |
$29.7K - $45K
|
6.86K
$780K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-363- 3.19% |
$29.7K - $45K
|
11K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-365- 1.86% |
$29.8K - $45.3K
|
19.3K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-365- 0.73% |
$29.8K - $45.3K
|
49.6K
$5.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-365- 3.17% |
$29.8K - $45.3K
|
11.1K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-366- 16.14% |
$29.9K - $45.4K
|
1.9K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-367- 0.52% |
$30K - $45.5K
|
70K
$7.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-367- 12.58% |
$30K - $45.5K
|
2.55K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-368- 4.94% |
$30.1K - $45.6K
|
7.08K
$805K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-369- 2.77% |
$30.2K - $45.8K
|
13K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-370- 5.94% |
$30.2K - $45.9K
|
5.86K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-370- 3.12% |
$30.2K - $45.9K
|
11.5K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-371- 6.43% |
$30.3K - $46K
|
5.4K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-372- 5.21% |
$30.4K - $46.1K
|
6.77K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-373- 6.51% |
$30.5K - $46.3K
|
5.36K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-373- 10.75% |
$30.5K - $46.3K
|
3.1K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-374- 1.82% |
$30.6K - $46.4K
|
20.2K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-375- 17.15% |
$30.6K - $46.5K
|
1.81K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-378- 14.0% |
$30.9K - $46.9K
|
2.32K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-379- 3.59% |
$31K - $47K
|
10.2K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-384- 0.67% |
$31.4K - $47.6K
|
56.7K
$6.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-384- 0.06% |
$31.4K - $47.6K
|
676K
$76.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-384- 7.25% |
$31.4K - $47.6K
|
4.91K
$558K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-389- 7.14% |
$31.8K - $48.2K
|
5.06K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-389- 7.02% |
$31.8K - $48.2K
|
5.15K
$586K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-391- 6.63% |
$32K - $48.5K
|
5.51K
$626K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-393- 12.49% |
$32.1K - $48.7K
|
2.75K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-395- 7.41% |
$32.3K - $49K
|
4.93K
$561K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-395- 1.3% |
$32.3K - $49K
|
29.9K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-398- 6.61% |
$32.5K - $49.4K
|
5.62K
$639K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-400- 11.2% |
$32.7K - $49.6K
|
3.17K
$360K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-400- 6.23% |
$32.7K - $49.6K
|
6.02K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-401- 0.59% |
$32.8K - $49.7K
|
67.6K
$7.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-402- 0.96% |
$32.9K - $49.9K
|
41.4K
$4.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-403- 5.12% |
$32.9K - $50K
|
7.47K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-404- 13.33% |
$33K - $50.1K
|
2.63K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-405- 2.64% |
$33.1K - $50.2K
|
15K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-406- 1.78% |
$33.2K - $50.3K
|
22.5K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-408- 2.51% |
$33.3K - $50.6K
|
15.9K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-414- 1.43% |
$33.8K - $51.3K
|
28.5K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-414- 19.98% |
$33.8K - $51.3K
|
1.66K
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-414- 2.63% |
$33.8K - $51.3K
|
15.3K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-415- 3.6% |
$33.9K - $51.5K
|
11.1K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-417- 23.27% |
$34.1K - $51.7K
|
1.38K
$156K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-418- 9.35% |
$34.2K - $51.8K
|
4.05K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-419- 1.68% |
$34.2K - $52K
|
24.5K
$2.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-420- 0.52% |
$34.3K - $52.1K
|
80K
$9.1M
|