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 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
618+ 0.49% |
$105K - $115K
|
127K
$12.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
614+ 2.73% |
$104K - $114K
|
23.1K
$2.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
612+ 10.25% |
$104K - $114K
|
6.58K
$652K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
612+ 5.26% |
$104K - $114K
|
12.3K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
611+ 0.87% |
$103K - $114K
|
70.7K
$7M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
602+ 8.8% |
$102K - $112K
|
7.44K
$737K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
602+ 7.64% |
$102K - $112K
|
8.48K
$840K
|
|
|
Nov 04, 2021
Q3 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
600+ 40.0% |
$102K - $112K
|
2.1K
$208K
|
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
600+ 11.11% |
$102K - $112K
|
6K
$594K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
599+ 10.34% |
$101K - $111K
|
6.39K
$633K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
599+ 2.02% |
$101K - $111K
|
30.3K
$3M
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
599+ 1.33% |
$101K - $111K
|
45.7K
$4.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
595+ 2.29% |
$101K - $111K
|
26.5K
$2.63M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
593+ 4.32% |
$100K - $110K
|
14.3K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
591+ 1.91% |
$100K - $110K
|
31.6K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
589+ 7.75% |
$99.6K - $110K
|
8.19K
$811K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
586+ 2.9% |
$99.1K - $109K
|
20.8K
$2.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
585+ 34.11% |
$99K - $109K
|
2.3K
$228K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
579+ 2.19% |
$97.9K - $108K
|
27K
$2.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
579+ 3.86% |
$97.9K - $108K
|
15.6K
$1.54M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
576+ 19.43% |
$97.4K - $107K
|
3.54K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
574+ 2.38% |
$97.1K - $107K
|
24.7K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
574+ 0.38% |
$97.1K - $107K
|
153K
$15.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
573+ 4.05% |
$96.9K - $107K
|
14.7K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
563+ 0.72% |
$95.2K - $105K
|
78.7K
$7.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
562+ 3.48% |
$95.1K - $104K
|
16.7K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
562+ 5.44% |
$95.1K - $104K
|
10.9K
$1.08M
|
|
|
Nov 03, 2021
Q3 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
560+ 12.9% |
$94.7K - $104K
|
4.9K
$485K
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
556+ 4.21% |
$94.1K - $103K
|
13.8K
$1.36M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
554+ 14.11% |
$93.7K - $103K
|
4.48K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
540+ 11.42% |
$91.4K - $100K
|
5.27K
$522K
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
537+ 5.3% |
$90.8K - $99.8K
|
10.7K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
537+ 1.36% |
$90.8K - $99.8K
|
40.2K
$3.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
532+ 1.78% |
$90K - $98.9K
|
30.4K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
528+ 24.72% |
$89.3K - $98.2K
|
2.66K
$264K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
527+ 6.39% |
$89.2K - $98K
|
8.78K
$869K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
521+ 0.93% |
$88.1K - $96.9K
|
56.8K
$5.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
518+ 26.76% |
$87.6K - $96.3K
|
2.45K
$243K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
515+ 7.7% |
$87.1K - $95.7K
|
7.2K
$713K
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
514+ 1.59% |
$87K - $95.6K
|
32.9K
$3.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
507+ 3.96% |
$85.8K - $94.3K
|
13.3K
$1.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
503+ 5.93% |
$85.1K - $93.5K
|
8.99K
$890K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
502+ 8.77% |
$84.9K - $93.3K
|
6.23K
$617K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
502+ 3.55% |
$84.9K - $93.3K
|
14.6K
$1.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
500+ 15.34% |
$84.6K - $93K
|
3.76K
$372K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
497+ 1.69% |
$84.1K - $92.4K
|
29.9K
$2.96M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
497+ 1.79% |
$84.1K - $92.4K
|
28.3K
$2.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
496+ 7.92% |
$83.9K - $92.2K
|
6.76K
$670K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
496+ 21.59% |
$83.9K - $92.2K
|
2.79K
$277K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
491+ 0.26% |
$83.1K - $91.3K
|
186K
$18.5M
|