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 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-411- 5.67% |
$69.5K - $76.4K
|
6.83K
$745K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-414- 5.91% |
$70K - $77K
|
6.59K
$719K
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
SELL
|
- |
-415- 1.63% |
$70.2K - $77.2K
|
25.1K
$2.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-415- 1.56% |
$70.2K - $77.2K
|
26.3K
$2.86M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-415- 5.22% |
$70.2K - $77.2K
|
7.54K
$822K
|
|
|
Nov 12, 2021
Q3 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-416- 1.26% |
$70.4K - $77.3K
|
32.5K
$3.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-416- 3.93% |
$70.4K - $77.3K
|
10.2K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-417- 2.91% |
$70.5K - $77.5K
|
13.9K
$1.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-418- 0.27% |
$70.7K - $77.7K
|
153K
$16.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-420- 2.81% |
$71.1K - $78.1K
|
14.5K
$1.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-420- 0.59% |
$71.1K - $78.1K
|
70.3K
$7.67M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-423- 2.22% |
$71.6K - $78.6K
|
18.6K
$2.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-425- 2.18% |
$71.9K - $79K
|
19K
$2.08M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-426- 1.68% |
$72.1K - $79.2K
|
24.9K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-426- 2.28% |
$72.1K - $79.2K
|
18.3K
$1.99M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-426- 13.21% |
$72.1K - $79.2K
|
2.8K
$305K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-427- 3.27% |
$72.2K - $79.4K
|
12.6K
$1.38M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-433- 13.97% |
$73.3K - $80.5K
|
2.67K
$291K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-435- 2.84% |
$73.6K - $80.9K
|
14.9K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-440- 15.65% |
$74.4K - $81.8K
|
2.37K
$259K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-441- 2.32% |
$74.6K - $82K
|
18.5K
$2.02M
|
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-443- 7.19% |
$74.9K - $82.4K
|
5.72K
$623K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-447- 48.27% |
$75.6K - $83.1K
|
479
$52.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-450- 16.79% |
$76.1K - $83.7K
|
2.23K
$243K
|
|
|
Oct 13, 2021
Q3 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-450- 14.96% |
$76.1K - $83.7K
|
2.56K
$279K
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-450- 14.73% |
$76.1K - $83.7K
|
2.6K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-450- 2.29% |
$76.1K - $83.7K
|
19.2K
$2.09M
|
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-450- 2.5% |
$76.1K - $83.7K
|
17.5K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-451- 5.99% |
$76.3K - $83.8K
|
7.07K
$771K
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-452- 1.76% |
$76.5K - $84K
|
25.3K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-452- 4.25% |
$76.5K - $84K
|
10.2K
$1.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-452- 0.58% |
$76.5K - $84K
|
76.9K
$8.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-454- 7.36% |
$76.8K - $84.4K
|
5.71K
$623K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-456- 3.98% |
$77.1K - $84.8K
|
11K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-457- 13.98% |
$77.3K - $85K
|
2.81K
$306K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-460- 15.54% |
$77.8K - $85.5K
|
2.5K
$273K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-461- 4.84% |
$78K - $85.7K
|
9.06K
$988K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-463- 2.52% |
$78.3K - $86.1K
|
17.9K
$1.96M
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-466Closed |
$78.8K - $86.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-466- 3.39% |
$78.8K - $86.6K
|
13.3K
$1.45M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-468- 2.54% |
$79.2K - $87K
|
18K
$1.96M
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-473- 8.55% |
$80K - $87.9K
|
5.06K
$551K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-478- 95.6% |
$80.9K - $88.9K
|
22
$2.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
SELL
|
- |
-483- 1.78% |
$81.7K - $89.8K
|
26.7K
$2.91M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-484- 0.57% |
$81.9K - $90K
|
84.6K
$9.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-485- 6.76% |
$82K - $90.2K
|
6.69K
$730K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-485- 0.88% |
$82K - $90.2K
|
54.8K
$5.98M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-488- 0.39% |
$82.6K - $90.7K
|
123K
$13.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-490- 1.53% |
$82.9K - $91.1K
|
31.6K
$3.44M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-490- 7.63% |
$82.9K - $91.1K
|
5.93K
$647K
|