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 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2.3K- 10.42% |
$188K - $285K
|
19.8K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.3K- 2.37% |
$188K - $285K
|
94.9K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.3K- 6.1% |
$188K - $285K
|
35.4K
$4.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-2.34K- 3.64% |
$191K - $290K
|
61.9K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.35K- 20.0% |
$192K - $292K
|
9.41K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-2.36K- 49.61% |
$193K - $292K
|
2.39K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-2.37K- 38.19% |
$193K - $294K
|
3.83K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.37K- 3.09% |
$194K - $294K
|
74.2K
$8.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-2.4K- 32.84% |
$196K - $297K
|
4.9K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-2.42K- 24.75% |
$197K - $299K
|
7.34K
$835K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.42K- 34.04% |
$198K - $300K
|
4.69K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.45K- 24.35% |
$200K - $304K
|
7.61K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 52.96% |
$201K - $304K
|
2.18K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.46K- 12.08% |
$201K - $305K
|
17.9K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-2.47K- 15.84% |
$202K - $307K
|
13.1K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.49K- 5.23% |
$204K - $309K
|
45.2K
$5.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.53K- 8.75% |
$207K - $314K
|
26.4K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.53K- 2.68% |
$207K - $314K
|
92K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.54K- 7.42% |
$208K - $315K
|
31.7K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.54K- 3.73% |
$208K - $315K
|
65.5K
$7.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.55K- 5.65% |
$208K - $316K
|
42.5K
$4.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 10.86% |
$209K - $316K
|
20.9K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 27.59% |
$210K - $318K
|
6.73K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.57K- 15.38% |
$210K - $319K
|
14.1K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.58K- 3.07% |
$211K - $320K
|
81.4K
$9.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.59K- 25.91% |
$212K - $322K
|
7.41K
$843K
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.61K- 34.13% |
$213K - $323K
|
5.03K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.62K- 47.75% |
$214K - $325K
|
2.87K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.62K- 29.23% |
$214K - $325K
|
6.34K
$721K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-2.65K- 33.52% |
$216K - $328K
|
5.25K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-2.65K- 41.12% |
$217K - $329K
|
3.8K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.66K- 55.24% |
$217K - $330K
|
2.16K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.71K- 34.0% |
$222K - $337K
|
5.27K
$599K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 0.7% |
$222K - $337K
|
386K
$43.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.74K- 15.88% |
$224K - $340K
|
14.5K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.74K- 6.4% |
$224K - $340K
|
40.1K
$4.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.74K- 29.46% |
$224K - $340K
|
6.57K
$747K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.76K- 10.7% |
$226K - $342K
|
23K
$2.62M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.8K- 3.56% |
$229K - $347K
|
76K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.81K- 4.12% |
$230K - $348K
|
65.4K
$7.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.83K- 8.96% |
$231K - $351K
|
28.8K
$3.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.84K- 15.82% |
$232K - $352K
|
15.1K
$1.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.84K- 9.06% |
$232K - $352K
|
28.5K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.84K- 33.09% |
$232K - $353K
|
5.75K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.85K- 65.1% |
$233K - $353K
|
1.53K
$174K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.86K- 1.3% |
$234K - $355K
|
217K
$24.6M
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-2.89K- 50.31% |
$236K - $358K
|
2.85K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-2.9K- 32.97% |
$237K - $359K
|
5.89K
$670K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.91K- 26.34% |
$237K - $360K
|
8.13K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.92K- 14.46% |
$238K - $362K
|
17.3K
$1.96M
|