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 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-310- 1.1% |
$52.4K - $57.6K
|
27.8K
$3.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-310- 12.47% |
$52.4K - $57.6K
|
2.18K
$237K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-314- 1.8% |
$53.1K - $58.4K
|
17.1K
$1.87M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-314- 1.25% |
$53.1K - $58.4K
|
24.7K
$2.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-324- 1.18% |
$54.8K - $60.2K
|
27.2K
$2.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-325- 1.75% |
$55K - $60.4K
|
18.3K
$1.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-325- 0.11% |
$55K - $60.4K
|
283K
$30.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-325- 2.34% |
$55K - $60.4K
|
13.6K
$1.48M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-326- 0.22% |
$55.1K - $60.6K
|
146K
$16M
|
|
|
Oct 26, 2021
Q3 2021
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-328- 1.55% |
$55.5K - $61K
|
20.9K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-329- 0.79% |
$55.7K - $61.2K
|
41.2K
$4.49M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-332- 1.12% |
$56.2K - $61.7K
|
29.4K
$3.21M
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-333- 4.29% |
$56.3K - $61.9K
|
7.44K
$811K
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-334- 6.31% |
$56.5K - $62.1K
|
4.96K
$541K
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-334- 11.07% |
$56.5K - $62.1K
|
2.68K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-338- 1.47% |
$57.2K - $62.8K
|
22.7K
$2.47M
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-340Closed |
$57.5K - $63.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-344- 3.71% |
$58.2K - $64K
|
8.93K
$973K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-346- 5.14% |
$58.5K - $64.3K
|
6.39K
$697K
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-350- 8.95% |
$59.2K - $65.1K
|
3.56K
$388K
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-350- 7.07% |
$59.2K - $65.1K
|
4.6K
$501K
|
|
|
Oct 21, 2021
Q3 2021
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-350- 1.59% |
$59.2K - $65.1K
|
21.6K
$2.36M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-353- 6.82% |
$59.7K - $65.6K
|
4.82K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-357- 2.9% |
$60.4K - $66.4K
|
11.9K
$1.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-359- 0.38% |
$60.7K - $66.7K
|
94.5K
$10.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-364- 1.64% |
$61.6K - $67.7K
|
21.8K
$2.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-364- 7.95% |
$61.6K - $67.7K
|
4.22K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-367- 23.42% |
$62.1K - $68.2K
|
1.2K
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-367- 2.97% |
$62.1K - $68.2K
|
12K
$1.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-369- 0.63% |
$62.4K - $68.6K
|
58K
$6.33M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-369- 11.25% |
$62.4K - $68.6K
|
2.91K
$317K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-378- 3.54% |
$63.9K - $70.3K
|
10.3K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-379- 5.96% |
$64.1K - $70.5K
|
5.98K
$652K
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-380- 4.97% |
$64.3K - $70.6K
|
7.27K
$793K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-380- 13.48% |
$64.3K - $70.6K
|
2.44K
$266K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-382- 7.21% |
$64.6K - $71K
|
4.92K
$536K
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-382- 3.7% |
$64.6K - $71K
|
9.94K
$1.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-384- 0.15% |
$65K - $71.4K
|
250K
$27.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-389- 6.55% |
$65.8K - $72.3K
|
5.55K
$605K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-391- 0.08% |
$66.1K - $72.7K
|
503K
$54.9M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-393- 5.69% |
$66.5K - $73.1K
|
6.52K
$710K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-394- 13.99% |
$66.7K - $73.2K
|
2.42K
$264K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-397- 1.28% |
$67.2K - $73.8K
|
30.5K
$3.33M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-400- 1.2% |
$67.7K - $74.4K
|
32.9K
$3.58M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-400- 0.93% |
$67.7K - $74.4K
|
42.8K
$4.66M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-400- 23.53% |
$67.7K - $74.4K
|
1.3K
$142K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-400- 8.05% |
$67.7K - $74.4K
|
4.57K
$498K
|
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-401- 24.11% |
$67.8K - $74.5K
|
1.26K
$138K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-404- 2.78% |
$68.3K - $75.1K
|
14.1K
$1.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-407- 5.88% |
$68.9K - $75.7K
|
6.51K
$710K
|