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 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-186- 0.77% |
$31.5K - $34.6K
|
24K
$2.67M
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-186- 4.32% |
$31.5K - $34.6K
|
4.12K
$457K
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
SELL
|
- |
-188- 5.32% |
$31.8K - $35K
|
3.35K
$371K
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-191- 12.39% |
$32.3K - $35.5K
|
1.35K
$150K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-192- 7.57% |
$32.5K - $35.7K
|
2.35K
$260K
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-194- 2.18% |
$32.8K - $36.1K
|
8.69K
$963K
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-197- 3.32% |
$33.3K - $36.6K
|
5.73K
$635K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-199- 1.56% |
$33.7K - $37K
|
12.5K
$1.39M
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.18% |
$33.8K - $37.2K
|
113K
$12.5M
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-200- 5.01% |
$33.8K - $37.2K
|
3.8K
$421K
|
|
Nov 15, 2021
Q3 2021
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-200- 0.3% |
$33.8K - $37.2K
|
67.3K
$7.46M
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 9.52% |
$33.8K - $37.2K
|
1.9K
$211K
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 2.23% |
$33.8K - $37.2K
|
8.78K
$973K
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-201- 0.42% |
$34K - $37.4K
|
47.5K
$5.26M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-201- 2.67% |
$34K - $37.4K
|
7.34K
$813K
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-203- 4.24% |
$34.3K - $37.7K
|
4.58K
$508K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-206- 0.23% |
$34.8K - $38.3K
|
87.5K
$9.7M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-207- 1.28% |
$35K - $38.5K
|
15.9K
$1.77M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-207- 2.84% |
$35K - $38.5K
|
7.09K
$786K
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-209- 2.96% |
$35.4K - $38.9K
|
6.85K
$759K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-209- 3.25% |
$35.4K - $38.9K
|
6.23K
$690K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-210Closed |
$35.5K - $39K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-210- 0.34% |
$35.5K - $39K
|
62.4K
$6.92M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-212- 5.55% |
$35.9K - $39.4K
|
3.61K
$400K
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-212Closed |
$35.9K - $39.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-216- 3.13% |
$36.5K - $40.2K
|
6.68K
$740K
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
SELL
|
- |
-217- 3.5% |
$36.7K - $40.3K
|
5.99K
$664K
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-218- 0.49% |
$36.9K - $40.5K
|
43.9K
$4.87M
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-220- 3.89% |
$37.2K - $40.9K
|
5.43K
$602K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-220- 1.41% |
$37.2K - $40.9K
|
15.3K
$1.7M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-220- 0.81% |
$37.2K - $40.9K
|
26.9K
$2.98M
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-220- 12.28% |
$37.2K - $40.9K
|
1.57K
$174K
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-222Closed |
$37.6K - $41.3K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-222Closed |
$37.6K - $41.3K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-224- 2.11% |
$37.9K - $41.6K
|
10.4K
$1.15M
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-225- 2.21% |
$38.1K - $41.8K
|
9.95K
$1.1M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-225- 3.18% |
$38.1K - $41.8K
|
6.86K
$760K
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-229- 0.28% |
$38.7K - $42.6K
|
81.4K
$9.03M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-230- 1.85% |
$38.9K - $42.8K
|
12.2K
$1.36M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-230- 3.74% |
$38.9K - $42.8K
|
5.93K
$657K
|
|
Oct 12, 2021
Q3 2021
|
Fruth Investment Management
|
SELL
|
- |
-232- 0.93% |
$39.2K - $43.1K
|
24.8K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-232- 4.17% |
$39.2K - $43.1K
|
5.34K
$592K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-233- 9.66% |
$39.4K - $43.3K
|
2.18K
$242K
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-235- 3.63% |
$39.8K - $43.7K
|
6.24K
$692K
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
SELL
|
- |
-235- 0.38% |
$39.8K - $43.7K
|
61.2K
$6.78M
|
|
Oct 27, 2021
Q3 2021
|
Hendley & CO Inc
|
SELL
|
- |
-235- 2.27% |
$39.8K - $43.7K
|
10.1K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-235- 0.75% |
$39.8K - $43.7K
|
30.9K
$3.43M
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-236- 1.24% |
$39.9K - $43.9K
|
18.8K
$2.08M
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-237- 0.36% |
$40.1K - $44.1K
|
65.3K
$7.24M
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-238- 2.31% |
$40.3K - $44.2K
|
10.1K
$1.12M
|