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 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.95KNew |
$404K - $613K
|
4.95K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.92K+ 37.67% |
$402K - $610K
|
18K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.91K+ 4.48% |
$401K - $609K
|
115K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
4.87K+ 3.17% |
$398K - $604K
|
158K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.8KNew |
$393K - $596K
|
4.8K
$508K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.75K+ 5.65% |
$388K - $589K
|
88.8K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.74KNew |
$387K - $588K
|
4.74K
$501K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.73K+ 7.41% |
$386K - $586K
|
68.5K
$7.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.7K+ 4.51% |
$384K - $583K
|
109K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.6K+ 7.06% |
$376K - $570K
|
69.8K
$7.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
4.6K+ 3.29% |
$376K - $570K
|
144K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.55K+ 1.89% |
$372K - $564K
|
245K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
4.48K+ 21.41% |
$366K - $555K
|
25.4K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.46K+ 122.74% |
$364K - $553K
|
8.09K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
4.44K+ 21.34% |
$363K - $550K
|
25.2K
$2.67M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.37KNew |
$357K - $542K
|
4.37K
$462K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.34K+ 4.13% |
$354K - $538K
|
109K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 31.38% |
$351K - $532K
|
18K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4.27K+ 3.86% |
$349K - $530K
|
115K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.21K+ 81.21% |
$344K - $522K
|
9.39K
$993K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.21K+ 8.84% |
$344K - $522K
|
51.8K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.2KNew |
$343K - $521K
|
4.2K
$444K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.19K+ 96.61% |
$342K - $519K
|
8.52K
$901K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.17K+ 23.45% |
$341K - $518K
|
22K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$341K - $517K
|
4.17K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.16KNew |
$340K - $516K
|
4.16K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.14K+ 7.01% |
$338K - $513K
|
63.2K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.14K+ 8.08% |
$338K - $513K
|
55.4K
$5.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.08K+ 5.35% |
$333K - $506K
|
80.4K
$8.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.08K+ 25.3% |
$333K - $505K
|
20.2K
$2.13M
|
|
|
Dec 03, 2025
Q2 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
4.02KNew |
$329K - $499K
|
4.02K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.01K+ 11.81% |
$328K - $497K
|
38K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 7.39% |
$324K - $492K
|
57.6K
$6.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
3.95K+ 3.11% |
$322K - $489K
|
131K
$13.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.91K+ 4.07% |
$320K - $485K
|
100K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.91K+ 4.55% |
$320K - $485K
|
89.9K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
3.89K+ 13.02% |
$318K - $482K
|
33.8K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.85K+ 8.57% |
$314K - $477K
|
48.7K
$5.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.73KNew |
$305K - $463K
|
3.73K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.71K+ 5.75% |
$303K - $460K
|
68.1K
$7.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.7KNew |
$302K - $458K
|
3.7K
$391K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
3.69KNew |
$302K - $458K
|
3.69K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64KNew |
$297K - $451K
|
3.64K
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.6K+ 42.35% |
$294K - $446K
|
12.1K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.58K+ 92.87% |
$293K - $444K
|
7.44K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.54K+ 18.54% |
$290K - $439K
|
22.7K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.53K+ 19.18% |
$288K - $438K
|
21.9K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.39KNew |
$277K - $420K
|
3.39K
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.38K+ 36.36% |
$277K - $420K
|
12.7K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.35K+ 7.15% |
$274K - $416K
|
50.3K
$5.31M
|
|