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 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
925+ 48.51% |
$156K - $172K
|
2.83K
$280K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
925+ 4.44% |
$156K - $172K
|
21.8K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
921+ 16.45% |
$156K - $171K
|
6.52K
$646K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
915+ 3.72% |
$155K - $170K
|
25.5K
$2.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
912+ 1.14% |
$154K - $170K
|
81.1K
$8.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
907+ 4.15% |
$153K - $169K
|
22.7K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
906+ 5.02% |
$153K - $168K
|
18.9K
$1.88M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
905+ 19.96% |
$153K - $168K
|
5.44K
$538K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
902+ 34.43% |
$153K - $168K
|
3.52K
$349K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
901+ 6.1% |
$152K - $168K
|
15.7K
$1.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
894+ 34.31% |
$151K - $166K
|
3.5K
$347K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
891+ 15.83% |
$151K - $166K
|
6.52K
$646K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
887+ 11.84% |
$150K - $165K
|
8.38K
$830K
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
882New |
$149K - $164K
|
882
$87.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
875+ 3.64% |
$148K - $163K
|
24.9K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
869+ 48.41% |
$147K - $162K
|
2.66K
$264K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
868+ 6.71% |
$147K - $161K
|
13.8K
$1.37M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
865+ 6.75% |
$146K - $161K
|
13.7K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
862+ 40.32% |
$146K - $160K
|
3K
$297K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
854+ 6.18% |
$144K - $159K
|
14.7K
$1.45M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
846+ 3.19% |
$143K - $157K
|
27.4K
$2.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
846+ 1.58% |
$143K - $157K
|
54.5K
$5.39M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
846+ 1.23% |
$143K - $157K
|
69.5K
$6.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
842+ 54.04% |
$142K - $157K
|
2.4K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
839+ 15.82% |
$142K - $156K
|
6.14K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 2.77% |
$140K - $154K
|
30.8K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
820+ 0.28% |
$139K - $152K
|
290K
$28.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
817+ 9.65% |
$138K - $152K
|
9.29K
$919K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
812+ 14.53% |
$137K - $151K
|
6.4K
$634K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
810+ 67.5% |
$137K - $151K
|
2.01K
$199K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
804+ 1.0% |
$136K - $149K
|
81.2K
$8.04M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
803+ 25.16% |
$136K - $149K
|
3.99K
$395K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
796+ 23.52% |
$135K - $148K
|
4.18K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
796+ 3.96% |
$135K - $148K
|
20.9K
$2.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
795+ 3.49% |
$134K - $148K
|
23.6K
$2.33M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
793+ 9.44% |
$134K - $147K
|
9.19K
$910K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
779+ 0.94% |
$132K - $145K
|
84K
$8.32M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
771+ 2.84% |
$130K - $143K
|
27.9K
$2.77M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
771+ 0.47% |
$130K - $143K
|
165K
$16.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
763+ 3.01% |
$129K - $142K
|
26.1K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
760+ 13.07% |
$129K - $141K
|
6.58K
$651K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
759+ 4.66% |
$128K - $141K
|
17.1K
$1.69M
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
755+ 0.7% |
$128K - $140K
|
109K
$10.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
753+ 0.8% |
$127K - $140K
|
94.5K
$9.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Capital Management Associates
New York, NY |
BUY
|
- |
750+ 10.01% |
$127K - $139K
|
8.24K
$816K
|
|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
750+ 6.22% |
$127K - $139K
|
12.8K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
748+ 1.95% |
$127K - $139K
|
39.2K
$3.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
747+ 11.75% |
$126K - $139K
|
7.1K
$703K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
743New |
$126K - $138K
|
743
$73.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
741+ 3.99% |
$125K - $138K
|
19.3K
$1.91M
|