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
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
747+ 11.75% |
$126K - $139K
|
7.1K
$774K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
743New |
$126K - $138K
|
743
$81K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
741+ 3.99% |
$125K - $138K
|
19.3K
$2.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
741+ 7.83% |
$125K - $138K
|
10.2K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
739+ 3.06% |
$125K - $137K
|
24.9K
$2.72M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
736+ 0.72% |
$125K - $137K
|
103K
$11.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
730+ 10.65% |
$123K - $136K
|
7.59K
$827K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
726+ 3.03% |
$123K - $135K
|
24.7K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
722+ 10.02% |
$122K - $134K
|
7.93K
$864K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
720+ 3.27% |
$122K - $134K
|
22.7K
$2.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
716+ 5.49% |
$121K - $133K
|
13.7K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
708+ 0.87% |
$120K - $132K
|
82.1K
$8.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
706+ 1.25% |
$119K - $131K
|
57.4K
$6.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
704+ 5.83% |
$119K - $131K
|
12.8K
$1.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
704+ 7.14% |
$119K - $131K
|
10.6K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
703+ 10.49% |
$119K - $131K
|
7.4K
$807K
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
703+ 8.08% |
$119K - $131K
|
9.41K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
700+ 4.17% |
$118K - $130K
|
17.5K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
699+ 32.79% |
$118K - $130K
|
2.83K
$309K
|
|
|
Nov 08, 2021
Q3 2021
|
Dash Acquisitions Inc.
|
BUY
|
- |
698+ 16.8% |
$118K - $130K
|
4.85K
$529K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
696+ 8.39% |
$118K - $129K
|
8.99K
$980K
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
694+ 2.32% |
$117K - $129K
|
30.6K
$3.33M
|
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
691+ 3.08% |
$117K - $128K
|
23.1K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
691+ 0.3% |
$117K - $128K
|
235K
$25.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
690+ 68.11% |
$117K - $128K
|
1.7K
$186K
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
689+ 0.5% |
$117K - $128K
|
139K
$15.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
683+ 0.65% |
$116K - $127K
|
106K
$11.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
681+ 13.93% |
$115K - $127K
|
5.57K
$607K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
680+ 0.54% |
$115K - $126K
|
126K
$13.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
678+ 1.67% |
$115K - $126K
|
41.3K
$4.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
673+ 6.32% |
$114K - $125K
|
11.3K
$1.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
673+ 2.24% |
$114K - $125K
|
30.7K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
671+ 2.14% |
$114K - $125K
|
32.1K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
671+ 2.27% |
$114K - $125K
|
30.3K
$3.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
663+ 0.91% |
$112K - $123K
|
73.4K
$8M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
663+ 0.97% |
$112K - $123K
|
68.8K
$7.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
660+ 0.56% |
$112K - $123K
|
118K
$12.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
660+ 4.8% |
$112K - $123K
|
14.4K
$1.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
657+ 17.37% |
$111K - $122K
|
4.44K
$484K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
656+ 6.54% |
$111K - $122K
|
10.7K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
655+ 26.34% |
$111K - $122K
|
3.14K
$343K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
655+ 3.36% |
$111K - $122K
|
20.2K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
654+ 3.61% |
$111K - $122K
|
18.8K
$2.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
651+ 2.82% |
$110K - $121K
|
23.8K
$2.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
650+ 1.99% |
$110K - $121K
|
33.3K
$3.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
650+ 2.68% |
$110K - $121K
|
24.9K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
648+ 3.09% |
$110K - $120K
|
21.6K
$2.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
638+ 38.14% |
$108K - $119K
|
2.31K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
631+ 6.01% |
$107K - $117K
|
11.1K
$1.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
626+ 3.91% |
$106K - $116K
|
16.6K
$1.81M
|