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 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-140- 5.38% |
$23.7K - $26K
|
2.46K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-140- 2.72% |
$23.7K - $26K
|
5K
$555K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-141- 1.07% |
$23.9K - $26.2K
|
13.1K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-142- 1.25% |
$24K - $26.4K
|
11.2K
$1.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-142- 8.72% |
$24K - $26.4K
|
1.49K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-144- 7.17% |
$24.4K - $26.8K
|
1.87K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-144- 1.14% |
$24.4K - $26.8K
|
12.5K
$1.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-145- 1.95% |
$24.5K - $27K
|
7.3K
$809K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-145- 5.58% |
$24.5K - $27K
|
2.45K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-145- 0.8% |
$24.5K - $27K
|
18.1K
$2M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-146- 1.63% |
$24.7K - $27.1K
|
8.82K
$978K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-150- 3.45% |
$25.4K - $27.9K
|
4.19K
$465K
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-150- 0.04% |
$25.4K - $27.9K
|
350K
$38.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
SELL
|
- |
-150- 0.31% |
$25.4K - $27.9K
|
48.5K
$5.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-150- 8.35% |
$25.4K - $27.9K
|
1.65K
$182K
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 1.65% |
$25.4K - $27.9K
|
8.95K
$992K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-150- 0.31% |
$25.4K - $27.9K
|
47.7K
$5.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-151- 3.41% |
$25.5K - $28.1K
|
4.28K
$475K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-152- 2.81% |
$25.7K - $28.3K
|
5.26K
$583K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-153- 2.39% |
$25.9K - $28.4K
|
6.26K
$694K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-156- 0.49% |
$26.4K - $29K
|
31.7K
$3.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-158- 7.35% |
$26.7K - $29.4K
|
1.99K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-159- 3.36% |
$26.9K - $29.6K
|
4.58K
$507K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-159- 0.28% |
$26.9K - $29.6K
|
56.7K
$6.29M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-160- 0.28% |
$27.1K - $29.7K
|
57.7K
$6.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-161- 9.77% |
$27.2K - $29.9K
|
1.49K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-162- 8.14% |
$27.4K - $30.1K
|
1.83K
$203K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-163- 0.04% |
$27.6K - $30.3K
|
457K
$50.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-164Closed |
$27.7K - $30.5K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-166- 2.86% |
$28.1K - $30.9K
|
5.65K
$626K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-168- 2.68% |
$28.4K - $31.2K
|
6.1K
$676K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-170- 3.33% |
$28.8K - $31.6K
|
4.94K
$547K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-170- 1.79% |
$28.8K - $31.6K
|
9.33K
$1.03M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-170- 5.12% |
$28.8K - $31.6K
|
3.15K
$349K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-172- 7.52% |
$29.1K - $32K
|
2.12K
$235K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-174- 1.94% |
$29.4K - $32.3K
|
8.78K
$973K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-174- 1.28% |
$29.4K - $32.3K
|
13.4K
$1.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-174- 14.26% |
$29.4K - $32.3K
|
1.05K
$116K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-175- 6.71% |
$29.6K - $32.5K
|
2.43K
$270K
|
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-175- 1.44% |
$29.6K - $32.5K
|
12K
$1.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Zevin Asset Management LLC
|
SELL
|
- |
-175- 9.25% |
$29.6K - $32.5K
|
1.72K
$190K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 1.35% |
$29.6K - $32.5K
|
12.8K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-176- 2.92% |
$29.8K - $32.7K
|
5.86K
$650K
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-180- 1.15% |
$30.5K - $33.5K
|
15.4K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-182- 0.46% |
$30.8K - $33.8K
|
39K
$4.32M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-182- 10.8% |
$30.8K - $33.8K
|
1.5K
$167K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-183- 4.9% |
$31K - $34K
|
3.55K
$394K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-184- 1.39% |
$31.1K - $34.2K
|
13K
$1.44M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-184- 4.1% |
$31.1K - $34.2K
|
4.31K
$477K
|
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-185- 9.21% |
$31.3K - $34.4K
|
1.82K
$202K
|