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 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.37KNew |
$357K - $542K
|
4.37K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.34K+ 4.13% |
$354K - $538K
|
109K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 31.38% |
$351K - $532K
|
18K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4.27K+ 3.86% |
$349K - $530K
|
115K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.21K+ 81.21% |
$344K - $522K
|
9.39K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.21K+ 8.84% |
$344K - $522K
|
51.8K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.2KNew |
$343K - $521K
|
4.2K
$478K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.17K+ 23.45% |
$341K - $518K
|
22K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$341K - $517K
|
4.17K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.16KNew |
$340K - $516K
|
4.16K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.14K+ 7.01% |
$338K - $513K
|
63.2K
$7.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.14K+ 8.08% |
$338K - $513K
|
55.4K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.08K+ 5.35% |
$333K - $506K
|
80.4K
$9.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.08K+ 25.3% |
$333K - $505K
|
20.2K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.01K+ 11.81% |
$328K - $497K
|
38K
$4.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 7.39% |
$324K - $492K
|
57.6K
$6.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
3.95K+ 3.11% |
$322K - $489K
|
131K
$14.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.91K+ 4.07% |
$320K - $485K
|
100K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.91K+ 4.55% |
$320K - $485K
|
89.9K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
3.89K+ 13.02% |
$318K - $482K
|
33.8K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.85K+ 8.57% |
$314K - $477K
|
48.7K
$5.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.73KNew |
$305K - $463K
|
3.73K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.71K+ 5.75% |
$303K - $460K
|
68.1K
$7.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.7KNew |
$302K - $458K
|
3.7K
$420K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64KNew |
$297K - $451K
|
3.64K
$413K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.6K+ 42.35% |
$294K - $446K
|
12.1K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.58K+ 92.87% |
$293K - $444K
|
7.44K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.54K+ 18.54% |
$290K - $439K
|
22.7K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.53K+ 19.18% |
$288K - $438K
|
21.9K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$277K - $420K
|
3.39K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.38K+ 36.36% |
$277K - $420K
|
12.7K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.35K+ 7.15% |
$274K - $416K
|
50.3K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.31K+ 4.64% |
$270K - $410K
|
74.5K
$8.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
3.29K+ 90.03% |
$269K - $408K
|
6.94K
$789K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.27K+ 10.29% |
$267K - $406K
|
35.1K
$3.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.23K+ 17.5% |
$264K - $401K
|
21.7K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.2K+ 5.52% |
$261K - $396K
|
61.1K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.19KNew |
$260K - $395K
|
3.19K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.18K+ 4.8% |
$260K - $395K
|
69.4K
$7.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.12K+ 11.06% |
$255K - $387K
|
31.4K
$3.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.1K+ 3.65% |
$253K - $384K
|
88K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.1K+ 1.45% |
$253K - $384K
|
217K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.1K+ 16.75% |
$253K - $384K
|
21.6K
$2.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.03KNew |
$248K - $376K
|
3.03K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.02KNew |
$247K - $375K
|
3.02K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.01K+ 4.73% |
$246K - $373K
|
66.6K
$7.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2.99K+ 38.55% |
$245K - $371K
|
10.8K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
2.99KNew |
$244K - $370K
|
2.99K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98K+ 4.28% |
$244K - $370K
|
72.7K
$8.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.98K+ 6.54% |
$243K - $369K
|
48.5K
$5.52M
|