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 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.93K+ 26.19% |
$566K - $860K
|
33.4K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
6.84K+ 8.27% |
$559K - $848K
|
89.5K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
6.8KNew |
$556K - $844K
|
6.8K
$774K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.79K+ 4.92% |
$555K - $842K
|
145K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
6.72K+ 34.66% |
$549K - $833K
|
26.1K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.45K+ 61.14% |
$527K - $800K
|
17K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
6.28K+ 106.91% |
$513K - $779K
|
12.2K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.11KNew |
$499K - $758K
|
6.11K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
6.1K+ 4.68% |
$498K - $756K
|
136K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.09K+ 14.08% |
$497K - $755K
|
49.3K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
6.08KNew |
$497K - $754K
|
6.08K
$692K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.05K+ 3.68% |
$494K - $750K
|
171K
$19.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.97K+ 2.61% |
$488K - $741K
|
235K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.9K+ 19.8% |
$482K - $732K
|
35.7K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.86K+ 3.03% |
$479K - $727K
|
199K
$22.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.68K+ 49.94% |
$464K - $704K
|
17K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.65K+ 75.14% |
$461K - $700K
|
13.2K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.6K+ 22.57% |
$458K - $695K
|
30.4K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.56KNew |
$455K - $690K
|
5.56K
$633K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.46K+ 15.95% |
$446K - $677K
|
39.7K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
5.46K+ 1.45% |
$446K - $676K
|
382K
$43.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.39K+ 1876.66% |
$440K - $668K
|
5.67K
$645K
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
5.37K+ 24.34% |
$439K - $666K
|
27.5K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
5.34KNew |
$436K - $662K
|
5.34K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.33K+ 84.4% |
$436K - $661K
|
11.7K
$1.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
5.31KNew |
$434K - $659K
|
5.31K
$604K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.29K+ 4.97% |
$432K - $656K
|
112K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.26K+ 5.21% |
$430K - $652K
|
106K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.23K+ 5.05% |
$428K - $649K
|
109K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.22K+ 40.63% |
$427K - $648K
|
18.1K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.19KNew |
$424K - $644K
|
5.19K
$590K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.1K+ 39.23% |
$417K - $632K
|
18.1K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.02K+ 14.01% |
$410K - $622K
|
40.9K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$409K - $620K
|
5K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
5K+ 26.12% |
$409K - $620K
|
24.1K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$404K - $613K
|
4.95K
$562K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.92K+ 37.67% |
$402K - $610K
|
18K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.91K+ 4.48% |
$401K - $609K
|
115K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
4.87K+ 3.17% |
$398K - $604K
|
158K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.8KNew |
$393K - $596K
|
4.8K
$546K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.75K+ 5.65% |
$388K - $589K
|
88.8K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.74KNew |
$387K - $588K
|
4.74K
$539K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.73K+ 7.41% |
$386K - $586K
|
68.5K
$7.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.7K+ 4.51% |
$384K - $583K
|
109K
$12.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.6K+ 7.06% |
$376K - $570K
|
69.8K
$7.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
4.6K+ 3.29% |
$376K - $570K
|
144K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55K+ 1.89% |
$372K - $564K
|
245K
$27.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
4.48K+ 21.41% |
$366K - $555K
|
25.4K
$2.89M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.46K+ 122.74% |
$364K - $553K
|
8.09K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.44K+ 21.34% |
$363K - $550K
|
25.2K
$2.87M
|