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 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.12K+ 22.05% |
$189K - $208K
|
6.18K
$612K
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.12K+ 2.78% |
$189K - $207K
|
41.2K
$4.08M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
1.11K+ 19.14% |
$187K - $206K
|
6.89K
$682K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.11K+ 19.14% |
$187K - $206K
|
6.89K
$682K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.11K+ 4.78% |
$187K - $206K
|
24.3K
$2.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.11K+ 9.57% |
$187K - $206K
|
12.7K
$1.25M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
1.1K+ 1.2% |
$187K - $205K
|
93.3K
$9.24M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.1K+ 31.11% |
$186K - $205K
|
4.64K
$460K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.1K+ 11.68% |
$186K - $204K
|
10.5K
$1.04M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.09K+ 2.45% |
$184K - $202K
|
45.4K
$4.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.09K+ 2.58% |
$184K - $202K
|
43.2K
$4.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.08K+ 3.08% |
$183K - $201K
|
36.1K
$3.57M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.08K+ 27.69% |
$182K - $200K
|
4.96K
$491K
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.08K+ 3.61% |
$182K - $200K
|
30.9K
$3.06M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 3.23% |
$181K - $199K
|
34.3K
$3.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 13.51% |
$181K - $199K
|
8.99K
$890K
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.07K+ 8.04% |
$181K - $199K
|
14.4K
$1.42M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.07K+ 17.46% |
$181K - $198K
|
7.18K
$711K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 30.42% |
$180K - $198K
|
4.56K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.06K+ 5.64% |
$179K - $197K
|
19.9K
$1.97M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.05K+ 148.45% |
$178K - $196K
|
1.76K
$175K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.05K+ 5.02% |
$178K - $195K
|
21.9K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 42.06% |
$177K - $195K
|
3.54K
$351K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.04K+ 1.64% |
$177K - $194K
|
64.6K
$6.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.04K+ 2.26% |
$176K - $194K
|
47.2K
$4.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.04K+ 3.73% |
$176K - $194K
|
29K
$2.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1.04K+ 0.93% |
$176K - $193K
|
113K
$11.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.04K+ 4.92% |
$176K - $193K
|
22.2K
$2.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.04K+ 1.09% |
$176K - $193K
|
95.9K
$9.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.03K+ 7.83% |
$175K - $192K
|
14.2K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.03K+ 47.52% |
$174K - $191K
|
3.19K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.02K+ 5.87% |
$173K - $190K
|
18.4K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 4.42% |
$172K - $189K
|
24K
$2.38M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.01K+ 1.38% |
$171K - $188K
|
73.9K
$7.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1K+ 1.67% |
$170K - $186K
|
61K
$6.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
1K+ 3.06% |
$169K - $186K
|
33.8K
$3.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Ao Asset Management, LP
New York, NY |
BUY
|
- |
1K+ 1.03% |
$169K - $186K
|
98.5K
$9.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
993+ 4.27% |
$168K - $185K
|
24.2K
$2.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
984+ 11.4% |
$166K - $183K
|
9.61K
$952K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
975+ 1.1% |
$165K - $181K
|
89.2K
$8.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
965+ 2.25% |
$163K - $179K
|
43.8K
$4.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
964+ 7.81% |
$163K - $179K
|
13.3K
$1.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
951+ 2.77% |
$161K - $177K
|
35.3K
$3.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
951+ 0.81% |
$161K - $177K
|
119K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
948+ 21.84% |
$160K - $176K
|
5.29K
$524K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
947+ 3.07% |
$160K - $176K
|
31.8K
$3.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Nat West Group PLC
|
BUY
|
- |
942+ 3.68% |
$159K - $175K
|
26.5K
$2.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
937+ 2.76% |
$159K - $174K
|
34.8K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
937New |
$159K - $174K
|
937
$92.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
926+ 4.33% |
$157K - $172K
|
22.3K
$2.21M
|