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 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-718- 9.27% |
$58.7K - $89K
|
7.02K
$799K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-719- 5.34% |
$58.8K - $89.2K
|
12.7K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-731- 8.41% |
$59.7K - $90.7K
|
7.96K
$905K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-736- 10.83% |
$60.1K - $91.3K
|
6.06K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-739- 7.05% |
$60.4K - $91.6K
|
9.74K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-746- 14.8% |
$61K - $92.5K
|
4.29K
$488K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-758- 3.5% |
$61.9K - $94K
|
20.9K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-759- 3.67% |
$62K - $94.1K
|
19.9K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-761- 0.15% |
$62.2K - $94.4K
|
524K
$59.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-764- 3.94% |
$62.4K - $94.7K
|
18.6K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-766- 5.75% |
$62.6K - $95K
|
12.6K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-770- 1.62% |
$62.9K - $95.5K
|
46.7K
$5.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-771- 3.43% |
$63K - $95.6K
|
21.7K
$2.47M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-780- 11.62% |
$63.7K - $96.7K
|
5.94K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-785- 1.13% |
$64.2K - $97.3K
|
68.6K
$7.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-787- 10.39% |
$64.3K - $97.6K
|
6.79K
$772K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-789- 5.67% |
$64.5K - $97.8K
|
13.1K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-800- 7.35% |
$65.4K - $99.2K
|
10.1K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-800- 10.39% |
$65.4K - $99.2K
|
6.9K
$785K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-803- 3.05% |
$65.6K - $99.6K
|
25.6K
$2.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-804- 6.03% |
$65.7K - $99.7K
|
12.5K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-814- 2.04% |
$66.5K - $101K
|
39K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-819- 1.55% |
$66.9K - $102K
|
51.9K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-826- 10.95% |
$67.5K - $102K
|
6.72K
$764K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-829- 19.32% |
$67.7K - $103K
|
3.46K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-834- 1.8% |
$68.2K - $103K
|
45.5K
$5.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-835- 2.66% |
$68.2K - $104K
|
30.6K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-841- 13.74% |
$68.7K - $104K
|
5.28K
$600K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-848- 2.69% |
$69.3K - $105K
|
30.7K
$3.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-855- 64.58% |
$69.9K - $106K
|
469
$53.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-855- 4.3% |
$69.9K - $106K
|
19K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-866- 23.54% |
$70.8K - $107K
|
2.81K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-867- 10.31% |
$70.9K - $108K
|
7.54K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-877- 1.01% |
$71.7K - $109K
|
85.8K
$9.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-878- 5.96% |
$71.8K - $109K
|
13.9K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-879- 18.9% |
$71.8K - $109K
|
3.77K
$429K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-883- 17.23% |
$72.2K - $110K
|
4.24K
$482K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-884- 1.86% |
$72.2K - $110K
|
46.6K
$5.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-884- 3.27% |
$72.2K - $110K
|
26.1K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-885- 23.56% |
$72.3K - $110K
|
2.87K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-891- 14.24% |
$72.8K - $110K
|
5.37K
$610K
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-895- 2.76% |
$73.1K - $111K
|
31.5K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-896- 27.19% |
$73.2K - $111K
|
2.4K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-897- 9.79% |
$73.3K - $111K
|
8.27K
$940K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-900- 28.21% |
$73.5K - $112K
|
2.29K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-900- 1.34% |
$73.5K - $112K
|
66.4K
$7.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-903- 4.07% |
$73.8K - $112K
|
21.3K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-907- 2.53% |
$74.1K - $112K
|
35K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-921- 1.3% |
$75.3K - $114K
|
70.1K
$7.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-928- 7.96% |
$75.8K - $115K
|
10.7K
$1.22M
|