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 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-16- 0.3% |
$2.71K - $2.97K
|
5.36K
$595K
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-16- 0.5% |
$2.71K - $2.97K
|
3.16K
$350K
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-17- 0.65% |
$2.88K - $3.16K
|
2.6K
$288K
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-17- 0.43% |
$2.88K - $3.16K
|
3.89K
$432K
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-17- 1.1% |
$2.88K - $3.16K
|
1.53K
$170K
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-17- 1.11% |
$2.88K - $3.16K
|
1.52K
$168K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-17- 0.31% |
$2.88K - $3.16K
|
5.39K
$598K
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-20- 0.06% |
$3.38K - $3.72K
|
30.9K
$3.43M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-20- 0.92% |
$3.38K - $3.72K
|
2.16K
$240K
|
|
Nov 12, 2021
Q3 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-20- 0.69% |
$3.38K - $3.72K
|
2.89K
$321K
|
|
Oct 19, 2021
Q3 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-20- 0.56% |
$3.38K - $3.72K
|
3.57K
$395K
|
|
Nov 15, 2021
Q3 2021
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-20- 0.13% |
$3.38K - $3.72K
|
15.5K
$1.72M
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-21- 1.48% |
$3.55K - $3.9K
|
1.4K
$155K
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-21- 1.31% |
$3.55K - $3.9K
|
1.58K
$175K
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-22- 1.04% |
$3.72K - $4.09K
|
2.09K
$232K
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-24- 1.22% |
$4.06K - $4.46K
|
1.94K
$215K
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-25- 0.71% |
$4.23K - $4.65K
|
3.5K
$388K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 1.22% |
$4.23K - $4.65K
|
2.02K
$224K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-25- 0.96% |
$4.23K - $4.65K
|
2.59K
$287K
|
|
Nov 12, 2021
Q3 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-25- 0.54% |
$4.23K - $4.65K
|
4.63K
$514K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-25- 0.39% |
$4.23K - $4.65K
|
6.42K
$712K
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-25- 0.29% |
$4.23K - $4.65K
|
8.64K
$957K
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-27- 2.09% |
$4.57K - $5.02K
|
1.27K
$140K
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-27- 0.46% |
$4.57K - $5.02K
|
5.9K
$654K
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-28- 0.29% |
$4.74K - $5.21K
|
9.49K
$1.05M
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 2.17% |
$4.74K - $5.21K
|
1.26K
$140K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-28- 0.05% |
$4.74K - $5.21K
|
59.2K
$6.56M
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-29- 0.36% |
$4.91K - $5.39K
|
7.96K
$882K
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-29- 1.69% |
$4.91K - $5.39K
|
1.69K
$187K
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-29- 0.69% |
$4.91K - $5.39K
|
4.15K
$460K
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-30- 0.58% |
$5.08K - $5.58K
|
5.18K
$575K
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-30- 1.13% |
$5.08K - $5.58K
|
2.63K
$292K
|
|
Nov 04, 2021
Q3 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-30- 0.1% |
$5.08K - $5.58K
|
30.9K
$3.42M
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-32- 0.23% |
$5.41K - $5.95K
|
13.6K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-32- 0.09% |
$5.41K - $5.95K
|
36K
$3.99M
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-34- 0.78% |
$5.75K - $6.32K
|
4.3K
$477K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34- 0.05% |
$5.75K - $6.32K
|
66.9K
$7.42M
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
SELL
|
- |
-35- 0.98% |
$5.92K - $6.51K
|
3.53K
$391K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-35- 1.73% |
$5.92K - $6.51K
|
1.98K
$220K
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
SELL
|
- |
-35- 0.06% |
$5.92K - $6.51K
|
60.1K
$6.66M
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-35- 0.47% |
$5.92K - $6.51K
|
7.44K
$825K
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-35- 0.05% |
$5.92K - $6.51K
|
65.6K
$7.28M
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-35- 1.27% |
$5.92K - $6.51K
|
2.72K
$302K
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-35- 3.2% |
$5.92K - $6.51K
|
1.06K
$118K
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-35- 0.86% |
$5.92K - $6.51K
|
4.05K
$449K
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-37- 0.98% |
$6.26K - $6.88K
|
3.72K
$412K
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-37- 1.68% |
$6.26K - $6.88K
|
2.17K
$241K
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-37- 1.19% |
$6.26K - $6.88K
|
3.08K
$342K
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
SELL
|
- |
-39- 1.56% |
$6.6K - $7.25K
|
2.46K
$272K
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-39- 0.33% |
$6.6K - $7.25K
|
12K
$1.33M
|