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 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.98K+ 24.21% |
$243K - $369K
|
15.3K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
2.93K+ 1.77% |
$240K - $364K
|
168K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.92KNew |
$239K - $363K
|
2.92K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.91KNew |
$238K - $361K
|
2.91K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.91KNew |
$237K - $360K
|
2.91K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.89K+ 11.69% |
$236K - $358K
|
27.6K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.87K+ 22.43% |
$234K - $356K
|
15.7K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.87K+ 9.7% |
$234K - $355K
|
32.4K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.83K+ 5.29% |
$232K - $351K
|
56.4K
$6.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.83K+ 10.36% |
$231K - $351K
|
30.1K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
2.81K+ 10.13% |
$229K - $348K
|
30.5K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.8K+ 3.37% |
$229K - $347K
|
85.9K
$9.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
BUY
|
- |
2.8K+ 0.32% |
$229K - $347K
|
865K
$98.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.77KNew |
$226K - $343K
|
2.77K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.75K+ 8.84% |
$225K - $341K
|
33.9K
$3.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.73K+ 20.66% |
$223K - $338K
|
15.9K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.72K+ 20.07% |
$222K - $337K
|
16.3K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.72KNew |
$222K - $337K
|
2.72K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$221K - $336K
|
2.71K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.7K+ 43.0% |
$220K - $334K
|
8.97K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.67K+ 9.07% |
$218K - $331K
|
32.1K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.67K+ 33.89% |
$218K - $331K
|
10.5K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.67K+ 0.39% |
$218K - $330K
|
689K
$78.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.66K+ 14.52% |
$217K - $330K
|
21K
$2.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
2.65K+ 1.11% |
$217K - $329K
|
241K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.65K+ 2.55% |
$216K - $329K
|
106K
$12.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.62KNew |
$214K - $325K
|
2.62K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.62K+ 20.09% |
$214K - $325K
|
15.7K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.6KNew |
$213K - $323K
|
2.6K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59K+ 12.25% |
$212K - $322K
|
23.8K
$2.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.57K+ 6.04% |
$210K - $319K
|
45.2K
$5.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.57K+ 1.65% |
$210K - $319K
|
158K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.56KNew |
$209K - $317K
|
2.56K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.56K+ 2.32% |
$209K - $317K
|
113K
$12.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.55K+ 14.96% |
$208K - $316K
|
19.6K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.52KNew |
$206K - $313K
|
2.52K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.51K+ 1.36% |
$205K - $312K
|
188K
$21.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.5K+ 16.2% |
$205K - $310K
|
18K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.5K+ 148.37% |
$204K - $310K
|
4.19K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
2.49KNew |
$204K - $309K
|
2.49K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.49K+ 18.41% |
$203K - $308K
|
16K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.48KNew |
$202K - $307K
|
2.48K
$281K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.46KNew |
$201K - $306K
|
2.46K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.46K+ 5.59% |
$201K - $305K
|
46.4K
$5.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.45KNew |
$201K - $304K
|
2.45K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.45KNew |
$200K - $304K
|
2.45K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
2.44K+ 4.38% |
$200K - $303K
|
58.2K
$6.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.44KNew |
$199K - $302K
|
2.44K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
2.43KNew |
$199K - $301K
|
2.43K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.43KNew |
$198K - $301K
|
2.43K
$276K
|