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 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-498- 8.21% |
$40.7K - $61.8K
|
5.57K
$633K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-500- 0.79% |
$40.9K - $62K
|
63K
$7.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 6.69% |
$40.9K - $62K
|
6.97K
$793K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-500- 23.15% |
$40.9K - $62K
|
1.66K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500- 13.13% |
$40.9K - $62K
|
3.31K
$376K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-501- 21.8% |
$40.9K - $62.1K
|
1.8K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-501- 14.0% |
$40.9K - $62.1K
|
3.08K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-505- 3.3% |
$41.3K - $62.6K
|
14.8K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-507- 10.17% |
$41.4K - $62.9K
|
4.48K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-509- 7.16% |
$41.6K - $63.1K
|
6.6K
$751K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-511- 0.65% |
$41.8K - $63.4K
|
77.9K
$8.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-515- 17.05% |
$42.1K - $63.9K
|
2.51K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-517- 2.83% |
$42.2K - $64.1K
|
17.8K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-518- 13.52% |
$42.3K - $64.2K
|
3.31K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-519- 1.23% |
$42.4K - $64.4K
|
41.6K
$4.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-520- 2.89% |
$42.5K - $64.5K
|
17.4K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-524- 20.46% |
$42.8K - $65K
|
2.04K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-531- 22.3% |
$43.4K - $65.8K
|
1.85K
$210K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-532- 2.42% |
$43.5K - $66K
|
21.5K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-532- 21.01% |
$43.5K - $66K
|
2K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-542- 2.3% |
$44.3K - $67.2K
|
23K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-544- 3.18% |
$44.5K - $67.5K
|
16.6K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-544- 2.54% |
$44.5K - $67.5K
|
20.9K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-545- 10.71% |
$44.5K - $67.6K
|
4.54K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-547- 4.85% |
$44.7K - $67.8K
|
10.7K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-549- 1.91% |
$44.9K - $68.1K
|
28.3K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-550- 4.64% |
$44.9K - $68.2K
|
11.3K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-550- 4.01% |
$44.9K - $68.2K
|
13.2K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-550- 72.46% |
$44.9K - $68.2K
|
209
$23.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-551- 20.54% |
$45K - $68.3K
|
2.13K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-554- 7.88% |
$45.3K - $68.7K
|
6.48K
$736K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-555- 3.61% |
$45.4K - $68.8K
|
14.8K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-555- 22.02% |
$45.4K - $68.8K
|
1.97K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-556- 1.06% |
$45.4K - $68.9K
|
52.1K
$5.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-557- 23.26% |
$45.5K - $69.1K
|
1.84K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-559- 0.85% |
$45.7K - $69.3K
|
65.4K
$7.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-566- 1.14% |
$46.3K - $70.2K
|
48.9K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-568- 1.67% |
$46.4K - $70.4K
|
33.5K
$3.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-570- 4.02% |
$46.6K - $70.7K
|
13.6K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-570- 7.64% |
$46.6K - $70.7K
|
6.9K
$784K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-571- 3.58% |
$46.7K - $70.8K
|
15.4K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-571- 15.89% |
$46.7K - $70.8K
|
3.02K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-571- 15.44% |
$46.7K - $70.8K
|
3.13K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-582- 0.78% |
$47.6K - $72.2K
|
74K
$8.42M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-582- 9.98% |
$47.6K - $72.2K
|
5.25K
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-583- 7.66% |
$47.6K - $72.3K
|
7.03K
$799K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-583- 3.77% |
$47.6K - $72.3K
|
14.9K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-586- 3.19% |
$47.9K - $72.7K
|
17.8K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-588- 23.76% |
$48.1K - $72.9K
|
1.89K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-592- 9.07% |
$48.4K - $73.4K
|
5.93K
$675K
|