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
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.79K- 1.87% |
$146K - $222K
|
93.9K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.79K- 2.96% |
$146K - $222K
|
58.7K
$6.68M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.79K- 22.84% |
$147K - $222K
|
6.06K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 18.32% |
$147K - $223K
|
8.01K
$911K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.8K- 26.21% |
$147K - $223K
|
5.07K
$576K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.8K- 8.49% |
$147K - $224K
|
19.4K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.8K- 22.95% |
$147K - $224K
|
6.06K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.83K- 2.76% |
$150K - $227K
|
64.4K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 47.07% |
$151K - $228K
|
2.07K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 53.04% |
$151K - $229K
|
1.64K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.85K- 19.02% |
$151K - $229K
|
7.88K
$896K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
SELL
|
- |
-1.85K- 50.71% |
$151K - $230K
|
1.8K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.86K- 1.68% |
$152K - $230K
|
108K
$12.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.86K- 21.61% |
$152K - $231K
|
6.74K
$767K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.88K- 12.4% |
$153K - $233K
|
13.3K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.89K- 8.62% |
$155K - $235K
|
20K
$2.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-1.92K- 12.79% |
$156K - $237K
|
13.1K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.94K- 45.63% |
$158K - $240K
|
2.31K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-1.94K- 17.97% |
$159K - $241K
|
8.87K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.95K- 30.79% |
$159K - $242K
|
4.38K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.96K- 13.77% |
$160K - $243K
|
12.3K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.96K- 6.55% |
$160K - $243K
|
28K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.96K- 5.88% |
$160K - $243K
|
31.4K
$3.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 22.22% |
$161K - $244K
|
6.88K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.99K- 4.65% |
$162K - $247K
|
40.8K
$4.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.99K- 33.0% |
$163K - $247K
|
4.04K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2K- 13.78% |
$163K - $248K
|
12.5K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2K- 22.11% |
$164K - $248K
|
7.05K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-2.02K- 20.79% |
$165K - $250K
|
7.68K
$874K
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
SELL
|
- |
-2.05K- 1.91% |
$167K - $254K
|
105K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-2.05K- 0.32% |
$167K - $254K
|
631K
$71.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.05K- 16.8% |
$168K - $254K
|
10.2K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.06K- 3.38% |
$168K - $255K
|
58.7K
$6.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.08K- 5.26% |
$170K - $258K
|
37.5K
$4.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
SELL
|
- |
-2.09K- 3.81% |
$170K - $259K
|
52.6K
$5.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.1K- 36.26% |
$172K - $261K
|
3.7K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.13K- 0.58% |
$174K - $264K
|
367K
$41.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-2.13K- 21.27% |
$174K - $264K
|
7.89K
$897K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.13K- 2.69% |
$174K - $265K
|
77.2K
$8.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.14K- 8.43% |
$175K - $265K
|
23.2K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.14K- 4.87% |
$175K - $265K
|
41.8K
$4.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.15K- 8.68% |
$176K - $266K
|
22.6K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.18K- 10.56% |
$178K - $271K
|
18.5K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.19K- 13.3% |
$179K - $272K
|
14.3K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.21K- 20.73% |
$180K - $274K
|
8.44K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.21K- 81.74% |
$181K - $274K
|
494
$56.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.23K- 15.42% |
$182K - $276K
|
12.2K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.23K- 9.94% |
$182K - $276K
|
20.2K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.24K- 21.97% |
$183K - $278K
|
7.96K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-2.26K- 35.63% |
$185K - $280K
|
4.08K
$464K
|