Purchases and Sales Made in Q3 2021 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2.66K+ 3.43% |
$449K - $494K
|
80K
$7.92M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
2.63K+ 2.8% |
$445K - $489K
|
96.6K
$9.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.63K+ 13.99% |
$444K - $488K
|
21.4K
$2.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62K+ 17.52% |
$444K - $487K
|
17.6K
$1.74M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62K+ 17.52% |
$444K - $487K
|
17.6K
$1.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.6K+ 1.55% |
$439K - $483K
|
170K
$16.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.57K+ 13.09% |
$435K - $478K
|
22.2K
$2.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.56K+ 65.51% |
$433K - $476K
|
6.47K
$641K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.55K+ 63.15% |
$431K - $474K
|
6.59K
$652K
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.55KNew |
$431K - $474K
|
2.55K
$252K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
2.55K+ 8.87% |
$431K - $474K
|
31.3K
$3.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
2.55K+ 5.5% |
$431K - $473K
|
48.8K
$4.83M
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
2.54KNew |
$429K - $471K
|
2.54K
$251K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.52K+ 12.02% |
$426K - $468K
|
23.5K
$2.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
2.52KNew |
$425K - $468K
|
2.52K
$249K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.51K+ 22.86% |
$424K - $466K
|
13.5K
$1.33M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.5K+ 1.04% |
$423K - $465K
|
243K
$24M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.5K+ 6.4% |
$423K - $465K
|
41.6K
$4.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.49K+ 3.09% |
$422K - $464K
|
83.3K
$8.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
2.49K+ 3.7% |
$420K - $462K
|
69.7K
$6.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.48KNew |
$419K - $460K
|
2.48K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.47K+ 126.08% |
$418K - $459K
|
4.43K
$439K
|
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
2.47K+ 6.46% |
$417K - $458K
|
40.6K
$4.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.46K+ 8.5% |
$416K - $457K
|
31.4K
$3.11M
|
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.42K+ 3.87% |
$410K - $450K
|
65K
$6.44M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.42K+ 22.17% |
$409K - $450K
|
13.3K
$1.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.38K+ 3.56% |
$403K - $443K
|
69.4K
$6.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.38K+ 6.96% |
$402K - $442K
|
36.6K
$3.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.36K+ 0.57% |
$399K - $439K
|
416K
$41.1M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
2.34K+ 14.21% |
$396K - $435K
|
18.8K
$1.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.34K+ 17.24% |
$395K - $434K
|
15.9K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.33K+ 71.07% |
$394K - $433K
|
5.61K
$556K
|
|
|
Oct 22, 2021
Q3 2021
|
Palmer Knight CO
|
BUY
|
- |
2.32K+ 6.71% |
$393K - $432K
|
36.9K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.31K+ 1.91% |
$391K - $430K
|
123K
$12.2M
|
|
|
Oct 08, 2021
Q3 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
2.31K+ 22.09% |
$391K - $429K
|
12.8K
$1.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.28K+ 7.49% |
$386K - $425K
|
32.8K
$3.25M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 147.06% |
$385K - $423K
|
3.82K
$378K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.27K+ 3.8% |
$383K - $421K
|
61.9K
$6.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
2.27K+ 2.66% |
$383K - $421K
|
87.3K
$8.64M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.24K+ 24.8% |
$380K - $417K
|
11.3K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.24K+ 24.78% |
$379K - $416K
|
11.3K
$1.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
2.22K+ 0.9% |
$375K - $412K
|
249K
$24.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
2.22K+ 0.89% |
$375K - $412K
|
251K
$24.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.2K+ 44.08% |
$373K - $409K
|
7.2K
$713K
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.19KNew |
$370K - $407K
|
2.19K
$217K
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.18K+ 5.98% |
$369K - $405K
|
38.7K
$3.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.18K+ 5.3% |
$369K - $405K
|
43.3K
$4.29M
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
2.17K+ 71.01% |
$368K - $404K
|
5.23K
$518K
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
2.17K+ 100.0% |
$368K - $404K
|
4.35K
$430K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.17K+ 12.78% |
$367K - $404K
|
19.2K
$1.9M
|