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 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-4.99K- 23.91% |
$408K - $619K
|
15.9K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-4.99K- 20.68% |
$408K - $619K
|
19.1K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 4.12% |
$409K - $621K
|
117K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.05K- 12.41% |
$413K - $626K
|
35.7K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.06K- 4.88% |
$413K - $627K
|
98.6K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-5.1K- 4.14% |
$416K - $632K
|
118K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.1K- 30.13% |
$417K - $633K
|
11.8K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
SELL
|
- |
-5.11K- 1.16% |
$417K - $633K
|
433K
$49.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Mount Capital LTD
|
SELL
|
- |
-5.25K- 27.34% |
$429K - $651K
|
14K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5.26K- 5.45% |
$430K - $652K
|
91.1K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-5.35K- 43.23% |
$437K - $663K
|
7.03K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.37K- 45.53% |
$439K - $666K
|
6.42K
$730K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.39K- 94.94% |
$440K - $668K
|
287
$32.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5.39K- 83.96% |
$440K - $668K
|
1.03K
$117K
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-5.45K- 9.93% |
$445K - $676K
|
49.4K
$5.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.53K- 23.81% |
$452K - $685K
|
17.7K
$2.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.55K- 22.32% |
$454K - $688K
|
19.3K
$2.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.55K- 18.57% |
$454K - $689K
|
24.4K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-5.56K- 17.97% |
$454K - $690K
|
25.4K
$2.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.59K- 14.57% |
$456K - $693K
|
32.7K
$3.72M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-5.61K- 43.07% |
$458K - $696K
|
7.42K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
SELL
|
- |
-5.62K- 15.36% |
$459K - $696K
|
31K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-5.64K- 9.83% |
$461K - $699K
|
51.7K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5.68K- 1.87% |
$464K - $704K
|
298K
$33.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.71K- 29.57% |
$467K - $708K
|
13.6K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.71K- 4.46% |
$467K - $708K
|
122K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5.72K- 27.32% |
$468K - $710K
|
15.2K
$1.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.9K- 55.82% |
$482K - $731K
|
4.67K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.96K- 18.65% |
$487K - $739K
|
26K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.09K- 2.51% |
$498K - $755K
|
237K
$26.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-6.1K- 3.31% |
$498K - $756K
|
178K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-6.11K- 19.51% |
$499K - $758K
|
25.2K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-6.12K- 6.97% |
$500K - $759K
|
81.6K
$9.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.16K- 2.72% |
$503K - $764K
|
220K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-6.2K- 13.06% |
$507K - $769K
|
41.3K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.24K- 2.24% |
$510K - $774K
|
272K
$30.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.28K- 8.12% |
$513K - $779K
|
71K
$8.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.37K- 35.41% |
$521K - $790K
|
11.6K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-6.4K- 14.15% |
$523K - $794K
|
38.8K
$4.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.46K- 36.63% |
$528K - $801K
|
11.2K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-6.52K- 16.31% |
$533K - $808K
|
33.4K
$3.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.56K- 17.69% |
$536K - $813K
|
30.5K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6.57K- 1.32% |
$537K - $815K
|
490K
$55.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-6.63K- 41.09% |
$541K - $822K
|
9.5K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-6.77K- 15.79% |
$553K - $839K
|
36.1K
$4.1M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6.8K- 50.46% |
$555K - $843K
|
6.67K
$759K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.93K- 9.67% |
$566K - $859K
|
64.7K
$7.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.94K- 3.94% |
$567K - $860K
|
169K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tremblant Capital Group
Stamford, CT |
SELL
|
- |
-6.95K- 1.71% |
$568K - $861K
|
400K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.99K- 3.92% |
$571K - $866K
|
171K
$19.5M
|