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 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.15K- 6.99% |
$94K - $143K
|
15.3K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.16K- 13.16% |
$94.6K - $144K
|
7.64K
$869K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-1.17K- 1.0% |
$95.3K - $145K
|
115K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.17K- 8.94% |
$95.3K - $145K
|
11.9K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-1.17K- 18.0% |
$95.4K - $145K
|
5.32K
$605K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.17K- 12.1% |
$95.6K - $145K
|
8.5K
$967K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.17K- 58.7% |
$95.9K - $146K
|
826
$93.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.18K- 0.72% |
$96K - $146K
|
162K
$18.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.18K- 4.95% |
$96.4K - $146K
|
22.7K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.19K- 15.82% |
$96.8K - $147K
|
6.31K
$717K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.19K- 9.05% |
$97.2K - $148K
|
12K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.19K- 9.9% |
$97.5K - $148K
|
10.9K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.19K- 20.57% |
$97.6K - $148K
|
4.61K
$524K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 19.41% |
$97.9K - $149K
|
4.97K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.2K- 1.73% |
$98K - $149K
|
68.2K
$7.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-1.2K- 30.92% |
$98.1K - $149K
|
2.68K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.2K- 25.36% |
$98.1K - $149K
|
3.54K
$402K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.21K- 9.04% |
$98.9K - $150K
|
12.2K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-1.22K- 10.08% |
$99.5K - $151K
|
10.9K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.22K- 39.33% |
$100K - $152K
|
1.89K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.23K- 5.86% |
$101K - $153K
|
19.8K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 9.51% |
$101K - $153K
|
11.7K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.24K- 22.12% |
$101K - $153K
|
4.35K
$495K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.25K- 13.43% |
$102K - $155K
|
8.04K
$915K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.25K- 2.03% |
$102K - $155K
|
60.4K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.25K- 36.17% |
$102K - $155K
|
2.21K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.25K- 13.98% |
$102K - $155K
|
7.71K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.26K- 2.44% |
$103K - $157K
|
50.5K
$5.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.27K- 2.12% |
$104K - $157K
|
58.4K
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.27K- 4.9% |
$104K - $158K
|
24.7K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.29K- 14.29% |
$105K - $160K
|
7.72K
$878K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.3K- 6.98% |
$106K - $161K
|
17.3K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.3K- 9.54% |
$106K - $161K
|
12.3K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.3K- 1.51% |
$106K - $161K
|
84.7K
$9.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 24.5% |
$107K - $163K
|
4.04K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.31K- 4.16% |
$107K - $163K
|
30.2K
$3.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.32K- 40.09% |
$107K - $163K
|
1.97K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.32K- 7.72% |
$108K - $164K
|
15.8K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.32K- 1.58% |
$108K - $164K
|
82.1K
$9.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 14.35% |
$108K - $164K
|
7.89K
$897K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.33K- 3.43% |
$108K - $165K
|
37.4K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.33K- 7.8% |
$108K - $165K
|
15.7K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.33K- 8.96% |
$109K - $165K
|
13.5K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
SELL
|
- |
-1.33K- 3.36% |
$109K - $165K
|
38.3K
$4.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.33K- 7.04% |
$109K - $165K
|
17.6K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.34K- 19.14% |
$109K - $166K
|
5.66K
$643K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.34K- 2.47% |
$110K - $167K
|
53.1K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.35K- 8.41% |
$110K - $167K
|
14.7K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.36K- 6.04% |
$111K - $169K
|
21.2K
$2.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.37K- 7.13% |
$112K - $170K
|
17.8K
$2.03M
|