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 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.43K- 12.39% |
$116K - $177K
|
10.1K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.43K- 4.94% |
$117K - $177K
|
27.5K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.45K- 11.58% |
$118K - $179K
|
11K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 29.88% |
$119K - $180K
|
3.41K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-1.45K- 6.06% |
$119K - $180K
|
22.5K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.46K- 15.57% |
$119K - $181K
|
7.92K
$900K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 12.39% |
$120K - $183K
|
10.4K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.48K- 18.13% |
$121K - $183K
|
6.67K
$759K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 6.2% |
$121K - $184K
|
22.5K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.5K- 8.74% |
$122K - $186K
|
15.6K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.5K- 5.36% |
$122K - $186K
|
26.5K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.5K- 65.7% |
$123K - $186K
|
783
$89K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 2.33% |
$123K - $187K
|
63.1K
$7.18M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.52K- 23.54% |
$124K - $188K
|
4.93K
$560K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.52K- 2.36% |
$124K - $189K
|
63.1K
$7.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.53K- 7.25% |
$125K - $189K
|
19.5K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.55K- 32.67% |
$126K - $192K
|
3.19K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.55K- 6.94% |
$127K - $193K
|
20.8K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.56K- 4.44% |
$127K - $193K
|
33.5K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.56K- 4.75% |
$127K - $193K
|
31.2K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.57K- 2.96% |
$128K - $194K
|
51.4K
$5.85M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.57K- 0.79% |
$128K - $195K
|
197K
$22.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.58K- 4.49% |
$129K - $196K
|
33.5K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.6K- 5.12% |
$131K - $198K
|
29.6K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 45.16% |
$131K - $199K
|
1.94K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 7.8% |
$131K - $199K
|
19K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.61K- 17.37% |
$132K - $200K
|
7.66K
$871K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.61K- 2.82% |
$132K - $200K
|
55.6K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.65K- 1.97% |
$134K - $204K
|
81.9K
$9.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 9.63% |
$135K - $204K
|
15.5K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.65K- 10.92% |
$135K - $204K
|
13.4K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.65K- 4.5% |
$135K - $205K
|
35K
$3.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.65K- 53.43% |
$135K - $205K
|
1.44K
$164K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.66K- 3.71% |
$135K - $205K
|
42.9K
$4.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.67K- 15.15% |
$136K - $206K
|
9.33K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.67K- 2.91% |
$136K - $206K
|
55.5K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.69K- 17.39% |
$138K - $210K
|
8.03K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.7K- 5.18% |
$139K - $210K
|
31K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.7K- 49.25% |
$139K - $211K
|
1.75K
$199K
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.7K- 0.35% |
$139K - $211K
|
483K
$55M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.7K- 9.58% |
$139K - $211K
|
16.1K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.73K- 32.1% |
$141K - $215K
|
3.66K
$416K
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.75K- 3.61% |
$143K - $217K
|
46.7K
$5.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.76K- 1.2% |
$144K - $218K
|
145K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.76K- 0.58% |
$144K - $218K
|
299K
$34M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.76K- 32.75% |
$144K - $219K
|
3.62K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.77K- 30.46% |
$144K - $219K
|
4.03K
$458K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.77K- 1.85% |
$145K - $220K
|
94K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-1.77K- 14.31% |
$145K - $220K
|
10.6K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 4.47% |
$145K - $220K
|
38K
$4.32M
|