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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83K+ 1.77% |
$309K - $340K
|
105K
$11.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.82K+ 2.36% |
$308K - $338K
|
78.9K
$8.74M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
1.82K+ 7.51% |
$307K - $338K
|
26K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.81K+ 0.58% |
$307K - $337K
|
314K
$34.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.81K+ 5.34% |
$306K - $336K
|
35.7K
$3.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.8K+ 6.82% |
$305K - $335K
|
28.2K
$3.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.8K+ 3.1% |
$305K - $335K
|
59.9K
$6.64M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.8K+ 4.49% |
$305K - $335K
|
41.9K
$4.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.79K+ 120.68% |
$302K - $332K
|
3.27K
$362K
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.78K+ 4.42% |
$301K - $331K
|
42.1K
$4.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.78K+ 2.4% |
$301K - $331K
|
75.8K
$8.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
1.78KNew |
$301K - $331K
|
1.78K
$197K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.78K+ 30.75% |
$300K - $330K
|
7.55K
$837K
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.75KNew |
$296K - $325K
|
1.75K
$194K
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.75K+ 8.03% |
$296K - $325K
|
23.5K
$2.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.75K+ 2.07% |
$295K - $324K
|
86K
$9.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.73K+ 20.73% |
$293K - $322K
|
10.1K
$1.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.72K+ 100.41% |
$291K - $320K
|
3.43K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 40.98% |
$290K - $319K
|
5.9K
$654K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.72K+ 6.08% |
$290K - $319K
|
29.9K
$3.32M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.71KNew |
$289K - $318K
|
1.71K
$190K
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.7KNew |
$288K - $317K
|
1.7K
$189K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.69K+ 9.11% |
$287K - $315K
|
20.3K
$2.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.69K+ 1.07% |
$286K - $314K
|
159K
$17.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.69K+ 2.05% |
$286K - $314K
|
83.9K
$9.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
1.69K+ 1.85% |
$286K - $314K
|
92.9K
$10.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.69K+ 3.84% |
$285K - $313K
|
45.6K
$5.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.67K+ 16.94% |
$283K - $310K
|
11.5K
$1.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.66K+ 2.54% |
$281K - $309K
|
67.1K
$7.44M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.66K+ 3.05% |
$281K - $309K
|
56.1K
$6.22M
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.66K+ 36.84% |
$281K - $309K
|
6.17K
$684K
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.66K+ 0.84% |
$281K - $309K
|
200K
$22.2M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 15.82% |
$281K - $309K
|
12.2K
$1.35M
|
|
|
Nov 08, 2021
Q3 2021
|
Geneva Capital Management LLC
|
BUY
|
- |
1.66K+ 11.29% |
$280K - $308K
|
16.3K
$1.81M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.65K+ 6.43% |
$280K - $307K
|
27.4K
$3.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.62K+ 20.21% |
$275K - $302K
|
9.66K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.62K+ 19.46% |
$274K - $301K
|
9.95K
$1.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.61K+ 6.18% |
$273K - $300K
|
27.7K
$3.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.61K+ 1.78% |
$272K - $299K
|
92.1K
$10.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.6K+ 2.65% |
$271K - $298K
|
62.2K
$6.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 16.19% |
$270K - $297K
|
11.5K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 13.17% |
$269K - $296K
|
13.7K
$1.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 3.62% |
$267K - $294K
|
45.3K
$5.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.58K+ 5.25% |
$267K - $294K
|
31.7K
$3.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.58K+ 8.98% |
$267K - $294K
|
19.2K
$2.12M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.57KNew |
$266K - $292K
|
1.57K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.57K+ 4.32% |
$265K - $291K
|
37.8K
$4.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.56K+ 3.17% |
$265K - $291K
|
50.8K
$5.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.56K+ 7.39% |
$263K - $289K
|
22.6K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.56K+ 4.19% |
$263K - $289K
|
38.7K
$4.28M
|