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 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.93K- 28.5% |
$240K - $364K
|
7.35K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.97K- 0.56% |
$242K - $368K
|
528K
$60.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3K- 0.91% |
$245K - $372K
|
326K
$37.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-3.01K- 6.5% |
$246K - $373K
|
43.3K
$4.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.06K- 30.82% |
$250K - $380K
|
6.87K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.08K- 3.36% |
$252K - $382K
|
88.5K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-3.08K- 17.1% |
$252K - $382K
|
14.9K
$1.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 5.49% |
$253K - $383K
|
53.2K
$6.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.09K- 13.73% |
$253K - $384K
|
19.4K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.12K- 52.71% |
$255K - $387K
|
2.8K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.12K- 36.86% |
$255K - $387K
|
5.35K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.17K- 5.08% |
$259K - $393K
|
59.2K
$6.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-3.17K- 23.62% |
$259K - $393K
|
10.3K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.18K- 9.0% |
$260K - $395K
|
32.2K
$3.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-3.19K- 2.45% |
$260K - $395K
|
127K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.23K- 4.56% |
$264K - $401K
|
67.7K
$7.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-3.25K- 20.16% |
$266K - $403K
|
12.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3.27K- 21.5% |
$267K - $405K
|
11.9K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.28K- 0.54% |
$268K - $407K
|
610K
$69.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.29K- 3.11% |
$269K - $408K
|
102K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.31K- 14.18% |
$270K - $410K
|
20K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.33K- 1.28% |
$272K - $412K
|
257K
$29.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.33K- 8.35% |
$272K - $413K
|
36.6K
$4.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.35K- 91.6% |
$274K - $415K
|
307
$34.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-3.37K- 7.06% |
$275K - $417K
|
44.3K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-3.38K- 55.75% |
$276K - $419K
|
2.68K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.39K- 9.88% |
$277K - $420K
|
30.9K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.39K- 1.08% |
$277K - $420K
|
311K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-3.4K- 67.85% |
$278K - $422K
|
1.61K
$183K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.41K- 3.57% |
$279K - $423K
|
92.1K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.42K- 28.9% |
$279K - $424K
|
8.41K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.42K- 3.3% |
$280K - $424K
|
100K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.43K- 1.48% |
$280K - $426K
|
229K
$26M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.44K- 0.96% |
$281K - $426K
|
353K
$40.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-3.47K- 52.07% |
$283K - $430K
|
3.19K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.49K- 30.88% |
$285K - $432K
|
7.8K
$887K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.63K- 9.08% |
$296K - $450K
|
36.3K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.64K- 53.0% |
$297K - $451K
|
3.23K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.68K- 17.4% |
$300K - $456K
|
17.4K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.69K- 13.57% |
$302K - $458K
|
23.5K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.72K- 3.42% |
$304K - $461K
|
105K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-3.73K- 43.12% |
$304K - $462K
|
4.91K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 9.04% |
$306K - $465K
|
37.7K
$4.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.76K- 5.8% |
$307K - $466K
|
61.1K
$6.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.76K- 63.0% |
$308K - $467K
|
2.21K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-3.77K- 13.01% |
$308K - $467K
|
25.2K
$2.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.78K- 6.34% |
$309K - $469K
|
55.9K
$6.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.81K- 55.32% |
$311K - $472K
|
3.08K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.82K- 7.59% |
$312K - $474K
|
46.5K
$5.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 17.92% |
$315K - $478K
|
17.7K
$2.01M
|