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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8+ 0.22% |
$1.35K - $1.49K
|
3.66K
$406K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.53% |
$1.35K - $1.49K
|
1.5K
$167K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.05% |
$1.35K - $1.49K
|
14.8K
$1.64M
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7+ 3.65% |
$1.18K - $1.3K
|
199
$22.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
7+ 0.27% |
$1.18K - $1.3K
|
2.65K
$293K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7+ 0.02% |
$1.18K - $1.3K
|
29.1K
$3.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$1.02K - $1.12K
|
1.94K
$215K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
6+ 0.16% |
$1.02K - $1.12K
|
3.73K
$413K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6+ 0.27% |
$1.02K - $1.12K
|
2.22K
$246K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
6+ 0.09% |
$1.02K - $1.12K
|
6.42K
$712K
|
|
|
Nov 15, 2021
Q3 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
6+ 0.25% |
$1.02K - $1.12K
|
2.4K
$266K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.18% |
$1.02K - $1.12K
|
3.35K
$371K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$1.02K - $1.12K
|
6
$665
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$846 - $930
|
1.75K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 125.0% |
$846 - $930
|
9
$998
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
5+ 0.31% |
$846 - $930
|
1.61K
$179K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$846 - $930
|
2.02K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5+ 0.0% |
$846 - $930
|
336K
$37.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
5+ 0.07% |
$846 - $930
|
7.02K
$779K
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
5+ 0.03% |
$846 - $930
|
19.8K
$2.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.22% |
$677 - $744
|
1.79K
$198K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.09% |
$677 - $744
|
4.61K
$511K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.12% |
$677 - $744
|
3.34K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.04% |
$677 - $744
|
9.67K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4+ 1.68% |
$677 - $744
|
242
$26.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4+ 0.1% |
$677 - $744
|
3.89K
$431K
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
3+ 0.01% |
$508 - $558
|
33.4K
$3.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.41% |
$508 - $558
|
735
$81.5K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$508 - $558
|
3
$333
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$508 - $558
|
1.99K
$220K
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3+ 0.03% |
$508 - $558
|
10.7K
$1.18M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
2+ 0.01% |
$338 - $372
|
21.5K
$2.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$338 - $372
|
1.95K
$216K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2+ 0.11% |
$338 - $372
|
1.8K
$199K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.09% |
$338 - $372
|
2.17K
$240K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$169 - $186
|
3.46K
$383K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1+ 0.05% |
$169 - $186
|
1.97K
$218K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$169 - $186
|
2.03K
$225K
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1+ 0.02% |
$169 - $186
|
6.54K
$725K
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1- 0.02% |
$169 - $186
|
4.76K
$528K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.88% |
$169 - $186
|
16
$1.77K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-1- 0.01% |
$169 - $186
|
14.4K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.04% |
$169 - $186
|
2.25K
$249K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.22% |
$338 - $372
|
889
$98.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2- 0.01% |
$338 - $372
|
19.9K
$2.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2Closed |
$338 - $372
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$508 - $558
|
3.75K
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3- 0.07% |
$508 - $558
|
4.4K
$487K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4- -0.0% |
$677 - $744
|
202K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4- -0.0% |
$677 - $744
|
104K
$11.6M
|