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 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
1.29KNew |
$219K - $240K
|
1.29K
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.29K+ 1.82% |
$218K - $240K
|
72.2K
$8M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
1.28KNew |
$217K - $239K
|
1.28K
$142K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.28K+ 10.39% |
$217K - $238K
|
13.6K
$1.51M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.28KNew |
$216K - $238K
|
1.28K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.28K+ 5.86% |
$216K - $237K
|
23K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
1.27KNew |
$216K - $237K
|
1.27K
$141K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 11.68% |
$215K - $236K
|
12.1K
$1.35M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
1.27KNew |
$215K - $236K
|
1.27K
$141K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26K+ 3.95% |
$213K - $234K
|
33.1K
$3.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.26KNew |
$213K - $234K
|
1.26K
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.26KNew |
$212K - $234K
|
1.26K
$139K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.25K+ 47.71% |
$212K - $233K
|
3.87K
$429K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.25KNew |
$211K - $232K
|
1.25K
$139K
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
1.25K+ 33.1% |
$211K - $232K
|
5.03K
$557K
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.25K+ 1.63% |
$211K - $232K
|
78K
$8.65M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
1.24K+ 16.59% |
$210K - $230K
|
8.71K
$965K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.24K+ 8.46% |
$209K - $230K
|
15.9K
$1.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$209K - $230K
|
1.24K
$137K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
1.23K+ 2.12% |
$209K - $229K
|
59.3K
$6.57M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 0.88% |
$208K - $229K
|
141K
$15.6M
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.23K+ 15.47% |
$208K - $229K
|
9.19K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 2.9% |
$208K - $228K
|
43.6K
$4.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 10.34% |
$207K - $227K
|
13K
$1.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.22K+ 1.94% |
$206K - $226K
|
63.9K
$7.08M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.21KNew |
$205K - $226K
|
1.21K
$134K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.21K+ 3.93% |
$205K - $225K
|
32.1K
$3.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.88% |
$204K - $224K
|
43.1K
$4.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.19K+ 0.98% |
$202K - $222K
|
123K
$13.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.19K+ 6.82% |
$201K - $221K
|
18.7K
$2.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
1.19KNew |
$201K - $221K
|
1.19K
$132K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.18K+ 7.23% |
$200K - $220K
|
17.5K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.18K+ 8.58% |
$200K - $220K
|
15K
$1.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.18KNew |
$200K - $220K
|
1.18K
$131K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.18K+ 4.1% |
$200K - $219K
|
29.9K
$3.32M
|
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.18K+ 3.37% |
$199K - $219K
|
36.2K
$4.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 4.29% |
$198K - $218K
|
28.5K
$3.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.17K+ 3.12% |
$197K - $217K
|
38.6K
$4.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.17K+ 11.09% |
$197K - $217K
|
11.7K
$1.29M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
1.16K+ 2.16% |
$196K - $215K
|
54.8K
$6.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.16K+ 4.11% |
$196K - $215K
|
29.3K
$3.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.15K+ 9.3% |
$195K - $214K
|
13.5K
$1.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.15K+ 2.91% |
$195K - $214K
|
40.6K
$4.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.15K+ 25.6% |
$195K - $214K
|
5.64K
$625K
|
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
1.15K+ 6.46% |
$195K - $214K
|
19K
$2.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
1.15K+ 0.46% |
$194K - $214K
|
250K
$27.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.15K+ 286.25% |
$194K - $213K
|
1.55K
$171K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.15K+ 12.3% |
$194K - $213K
|
10.5K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.14K+ 6.98% |
$193K - $212K
|
17.5K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
1.14K+ 1.23% |
$192K - $211K
|
93.2K
$10.3M
|