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 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-595- 18.76% |
$48.6K - $73.8K
|
2.58K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-598- 7.31% |
$48.9K - $74.2K
|
7.59K
$863K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-600- 19.77% |
$49K - $74.4K
|
2.44K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-600- 9.57% |
$49K - $74.4K
|
5.67K
$645K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 7.1% |
$49K - $74.4K
|
7.85K
$892K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-600- 16.47% |
$49K - $74.4K
|
3.04K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
SELL
|
- |
-600- 7.22% |
$49K - $74.4K
|
7.71K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-601- 18.85% |
$49.1K - $74.5K
|
2.59K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-608- 3.43% |
$49.7K - $75.4K
|
17.1K
$1.95M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-609- 0.83% |
$49.8K - $75.5K
|
73K
$8.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-610- 3.43% |
$49.8K - $75.6K
|
17.2K
$1.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-610- 8.8% |
$49.8K - $75.6K
|
6.32K
$719K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-610- 20.93% |
$49.8K - $75.6K
|
2.31K
$262K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-614- 4.32% |
$50.2K - $76.1K
|
13.6K
$1.55M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-618- 16.49% |
$50.5K - $76.6K
|
3.13K
$356K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-620- 95.38% |
$50.7K - $76.9K
|
30
$3.41K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-622- 8.58% |
$50.8K - $77.1K
|
6.63K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-624- 9.27% |
$51K - $77.4K
|
6.1K
$694K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-625- 5.54% |
$51.1K - $77.5K
|
10.7K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-626- 24.83% |
$51.2K - $77.6K
|
1.9K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-627- 11.9% |
$51.2K - $77.8K
|
4.64K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-630- 1.33% |
$51.5K - $78.1K
|
46.8K
$5.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-632- 0.39% |
$51.6K - $78.4K
|
161K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-632- 1.6% |
$51.6K - $78.4K
|
38.8K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-643- 2.94% |
$52.5K - $79.7K
|
21.2K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-645- 10.55% |
$52.7K - $80K
|
5.47K
$622K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-645- 5.7% |
$52.7K - $80K
|
10.7K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-650- 2.71% |
$53.1K - $80.6K
|
23.4K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-658- 13.03% |
$53.8K - $81.6K
|
4.39K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-661- 7.05% |
$54K - $82K
|
8.72K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-662- 5.18% |
$54.1K - $82.1K
|
12.1K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-665- 2.47% |
$54.3K - $82.5K
|
26.3K
$2.99M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-667- 25.17% |
$54.5K - $82.7K
|
1.98K
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-672- 5.22% |
$54.9K - $83.3K
|
12.2K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-675- 10.71% |
$55.2K - $83.7K
|
5.63K
$640K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-680- 11.6% |
$55.6K - $84.3K
|
5.18K
$590K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-680- 9.0% |
$55.6K - $84.3K
|
6.87K
$782K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-680- 24.43% |
$55.6K - $84.3K
|
2.1K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-684- 11.52% |
$55.9K - $84.8K
|
5.26K
$598K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-684- 4.57% |
$55.9K - $84.8K
|
14.3K
$1.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-688- 1.93% |
$56.2K - $85.3K
|
35K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-691- 9.9% |
$56.5K - $85.7K
|
6.29K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-699- 14.81% |
$57.1K - $86.7K
|
4.02K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-702- 19.82% |
$57.4K - $87.1K
|
2.84K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-704- 9.62% |
$57.5K - $87.3K
|
6.61K
$752K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-705- 4.14% |
$57.6K - $87.4K
|
16.3K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-705- 31.59% |
$57.6K - $87.4K
|
1.53K
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-713- 6.64% |
$58.3K - $88.4K
|
10K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-715- 20.12% |
$58.4K - $88.7K
|
2.84K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-717- 7.66% |
$58.6K - $88.9K
|
8.64K
$982K
|