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 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
50+ 0.94% |
$8.46K - $9.3K
|
5.37K
$595K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.65% |
$8.46K - $9.3K
|
7.73K
$857K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
50+ 0.6% |
$8.46K - $9.3K
|
8.32K
$922K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
50+ 0.96% |
$8.46K - $9.3K
|
5.28K
$586K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
50+ 2.37% |
$8.46K - $9.3K
|
2.16K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
49+ 1.27% |
$8.29K - $9.11K
|
3.89K
$432K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
48+ 3.82% |
$8.12K - $8.92K
|
1.3K
$144K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
48+ 1.39% |
$8.12K - $8.92K
|
3.49K
$387K
|
|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
48+ 0.76% |
$8.12K - $8.92K
|
6.33K
$702K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
47+ 0.12% |
$7.95K - $8.74K
|
39.6K
$4.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47+ 3.67% |
$7.95K - $8.74K
|
1.33K
$147K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
46+ 1.93% |
$7.78K - $8.55K
|
2.42K
$269K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
BUY
|
- |
46+ 3.61% |
$7.78K - $8.55K
|
1.32K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 1.91% |
$7.78K - $8.55K
|
2.45K
$272K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
45+ 1.76% |
$7.61K - $8.37K
|
2.6K
$288K
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
43+ 0.58% |
$7.27K - $7.99K
|
7.51K
$833K
|
|
|
Nov 15, 2021
Q3 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
43+ 0.19% |
$7.27K - $7.99K
|
23.1K
$2.56M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
42+ 0.42% |
$7.11K - $7.81K
|
10K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 3.35% |
$7.11K - $7.81K
|
1.3K
$144K
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
42+ 0.48% |
$7.11K - $7.81K
|
8.82K
$977K
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
41+ 0.26% |
$6.94K - $7.62K
|
15.7K
$1.74M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41+ 0.16% |
$6.94K - $7.62K
|
25.6K
$2.84M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 1.85% |
$6.77K - $7.44K
|
2.2K
$244K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
40+ 0.46% |
$6.77K - $7.44K
|
8.67K
$961K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
38+ 1.34% |
$6.43K - $7.06K
|
2.88K
$319K
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
37+ 2.26% |
$6.26K - $6.88K
|
1.67K
$185K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
37New |
$6.26K - $6.88K
|
37
$4.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
37+ 0.36% |
$6.26K - $6.88K
|
10.2K
$1.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
36+ 0.29% |
$6.09K - $6.69K
|
12.4K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
35+ 0.56% |
$5.92K - $6.51K
|
6.3K
$699K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
35+ 0.65% |
$5.92K - $6.51K
|
5.46K
$605K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
35+ 0.11% |
$5.92K - $6.51K
|
32.7K
$3.62M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 0.7% |
$5.75K - $6.32K
|
4.9K
$543K
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
34+ 2.27% |
$5.75K - $6.32K
|
1.54K
$170K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
33+ 0.32% |
$5.58K - $6.14K
|
10.5K
$1.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
31+ 2.52% |
$5.24K - $5.76K
|
1.26K
$140K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
31+ 1.66% |
$5.24K - $5.76K
|
1.9K
$211K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
30+ 2.79% |
$5.08K - $5.58K
|
1.11K
$123K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
30+ 39.47% |
$5.08K - $5.58K
|
106
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.27% |
$5.08K - $5.58K
|
11.3K
$1.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
28+ 0.35% |
$4.74K - $5.21K
|
8.02K
$889K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
28+ 0.58% |
$4.74K - $5.21K
|
4.88K
$541K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
28+ 33.73% |
$4.74K - $5.21K
|
111
$12.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28+ 1.7% |
$4.74K - $5.21K
|
1.67K
$185K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
27+ 2.12% |
$4.57K - $5.02K
|
1.3K
$144K
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
27+ 0.53% |
$4.57K - $5.02K
|
5.14K
$570K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
25+ 1.06% |
$4.23K - $4.65K
|
2.38K
$264K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
25+ 0.29% |
$4.23K - $4.65K
|
8.53K
$946K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25+ 0.51% |
$4.23K - $4.65K
|
4.96K
$550K
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
25+ 1.75% |
$4.23K - $4.65K
|
1.45K
$161K
|