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 01, 2025
Q2 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-420- 0.19% |
$34.3K - $52.1K
|
217K
$24.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-421- 8.41% |
$34.4K - $52.2K
|
4.59K
$521K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-421- 7.17% |
$34.4K - $52.2K
|
5.45K
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-422- 1.23% |
$34.5K - $52.3K
|
33.9K
$3.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-423- 8.34% |
$34.6K - $52.5K
|
4.65K
$529K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-424- 19.41% |
$34.6K - $52.6K
|
1.76K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-427- 4.7% |
$34.9K - $53K
|
8.66K
$985K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-427- 0.88% |
$34.9K - $53K
|
48K
$5.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-430- 9.25% |
$35.1K - $53.3K
|
4.22K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-432- 5.71% |
$35.3K - $53.6K
|
7.13K
$811K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-433- 5.2% |
$35.4K - $53.7K
|
7.89K
$897K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-433- 20.66% |
$35.4K - $53.7K
|
1.66K
$189K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-434- 4.47% |
$35.5K - $53.8K
|
9.29K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-434- 4.67% |
$35.5K - $53.8K
|
8.86K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-436- 1.47% |
$35.6K - $54.1K
|
29.3K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-438- 18.98% |
$35.8K - $54.3K
|
1.87K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-440- 0.43% |
$36K - $54.6K
|
102K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-441- 2.74% |
$36K - $54.7K
|
15.6K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-442- 4.65% |
$36.1K - $54.8K
|
9.07K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-444- 18.84% |
$36.3K - $55.1K
|
1.91K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-447- 24.49% |
$36.5K - $55.4K
|
1.38K
$157K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-449- 0.93% |
$36.7K - $55.7K
|
48.1K
$5.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-451- 7.81% |
$36.9K - $55.9K
|
5.33K
$606K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-451- 4.32% |
$36.9K - $55.9K
|
9.99K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-452- 16.71% |
$36.9K - $56.1K
|
2.25K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-452- 2.57% |
$36.9K - $56.1K
|
17.2K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-456- 14.2% |
$37.3K - $56.5K
|
2.76K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-459- 76.63% |
$37.5K - $56.9K
|
140
$15.9K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-459- 14.97% |
$37.5K - $56.9K
|
2.61K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-462- 0.73% |
$37.8K - $57.3K
|
62.4K
$7.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-463- 16.95% |
$37.8K - $57.4K
|
2.27K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-463- 12.23% |
$37.8K - $57.4K
|
3.32K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-465- 8.46% |
$38K - $57.7K
|
5.03K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-465- 2.27% |
$38K - $57.7K
|
20K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-465- 85.01% |
$38K - $57.7K
|
82
$9.33K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-466- 3.34% |
$38.1K - $57.8K
|
13.5K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-469- 6.14% |
$38.3K - $58.2K
|
7.17K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-470- 7.46% |
$38.4K - $58.3K
|
5.83K
$663K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-472- 12.96% |
$38.6K - $58.5K
|
3.17K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-472- 12.11% |
$38.6K - $58.5K
|
3.43K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-473- 7.8% |
$38.7K - $58.7K
|
5.59K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-473- 9.99% |
$38.7K - $58.7K
|
4.26K
$484K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-477- 3.11% |
$39K - $59.2K
|
14.9K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-492- 0.43% |
$40.2K - $61K
|
115K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-493- 6.44% |
$40.3K - $61.1K
|
7.17K
$815K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-494- 13.09% |
$40.4K - $61.3K
|
3.28K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-495- 4.8% |
$40.5K - $61.4K
|
9.82K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-495- 2.31% |
$40.5K - $61.4K
|
20.9K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-496- 1.94% |
$40.5K - $61.5K
|
25.1K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-497- 20.24% |
$40.6K - $61.6K
|
1.96K
$223K
|