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
|
Adviser Investments LLC
|
BUY
|
- |
24+ 0.3% |
$4.06K - $4.46K
|
7.92K
$784K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.9% |
$4.06K - $4.46K
|
2.7K
$268K
|
|
|
Oct 22, 2021
Q3 2021
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
24+ 0.12% |
$4.06K - $4.46K
|
20K
$1.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
22+ 1.54% |
$3.72K - $4.09K
|
1.45K
$144K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22+ 1.83% |
$3.72K - $4.09K
|
1.22K
$121K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.52% |
$3.72K - $4.09K
|
4.25K
$420K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
21+ 0.14% |
$3.55K - $3.9K
|
15.1K
$1.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.1% |
$3.55K - $3.9K
|
22.1K
$2.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
21+ 0.55% |
$3.55K - $3.9K
|
3.85K
$382K
|
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
BUY
|
- |
20+ 1.17% |
$3.38K - $3.72K
|
1.74K
$172K
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
20+ 0.92% |
$3.38K - $3.72K
|
2.2K
$218K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.48% |
$3.38K - $3.72K
|
4.22K
$418K
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20+ 0.1% |
$3.38K - $3.72K
|
20.5K
$2.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19+ 0.53% |
$3.21K - $3.53K
|
3.59K
$355K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
19+ 0.32% |
$3.21K - $3.53K
|
5.89K
$583K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.02% |
$3.21K - $3.53K
|
96K
$9.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
19+ 0.14% |
$3.21K - $3.53K
|
13.8K
$1.36M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 0.48% |
$3.21K - $3.53K
|
3.99K
$395K
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.48% |
$3.05K - $3.35K
|
3.78K
$374K
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
17+ 0.96% |
$2.88K - $3.16K
|
1.8K
$178K
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
17+ 0.06% |
$2.88K - $3.16K
|
29.9K
$2.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
17+ 0.72% |
$2.88K - $3.16K
|
2.39K
$237K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
16+ 2.36% |
$2.71K - $2.97K
|
695
$68.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.42% |
$2.54K - $2.79K
|
3.58K
$354K
|
|
|
Nov 09, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
15+ 0.51% |
$2.54K - $2.79K
|
2.93K
$291K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
14+ 0.2% |
$2.37K - $2.6K
|
7.09K
$702K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14+ 0.15% |
$2.37K - $2.6K
|
9.62K
$953K
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
14+ 0.29% |
$2.37K - $2.6K
|
4.86K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
14+ 0.15% |
$2.37K - $2.6K
|
9.49K
$940K
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
13+ 0.48% |
$2.2K - $2.42K
|
2.74K
$272K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
13+ 0.02% |
$2.2K - $2.42K
|
54.8K
$5.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
13+ 0.54% |
$2.2K - $2.42K
|
2.42K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.23% |
$2.2K - $2.42K
|
5.58K
$552K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
12+ 0.03% |
$2.03K - $2.23K
|
41.1K
$4.07M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11+ 0.23% |
$1.86K - $2.05K
|
4.78K
$473K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.03% |
$1.86K - $2.05K
|
32K
$3.17M
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
10+ 0.54% |
$1.69K - $1.86K
|
1.85K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
10+ 0.36% |
$1.69K - $1.86K
|
2.79K
$277K
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.13% |
$1.69K - $1.86K
|
7.86K
$778K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$1.69K - $1.86K
|
1.4K
$138K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
10+ 0.12% |
$1.69K - $1.86K
|
8.15K
$807K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
10+ 0.35% |
$1.69K - $1.86K
|
2.85K
$282K
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 0.11% |
$1.69K - $1.86K
|
8.89K
$880K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 10.75% |
$1.69K - $1.86K
|
103
$10.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.31% |
$1.52K - $1.67K
|
2.87K
$284K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
9+ 0.09% |
$1.52K - $1.67K
|
10.5K
$1.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8+ 0.22% |
$1.35K - $1.49K
|
3.66K
$363K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.53% |
$1.35K - $1.49K
|
1.5K
$149K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.05% |
$1.35K - $1.49K
|
14.8K
$1.47M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7+ 3.65% |
$1.18K - $1.3K
|
199
$19.7K
|