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
|
1776 Wealth LLC
|
SELL
|
- |
-827- 16.11% |
$140K - $154K
|
4.31K
$477K
|
|
|
Nov 04, 2021
Q3 2021
|
Absher Wealth Management, LLC
|
SELL
|
- |
-843- 9.06% |
$143K - $157K
|
8.47K
$938K
|
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-845- 0.88% |
$143K - $157K
|
95.5K
$10.6M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-847- 0.96% |
$143K - $157K
|
87K
$9.64M
|
|
|
Nov 05, 2021
Q3 2021
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-849- 3.37% |
$144K - $158K
|
24.3K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-850- 11.72% |
$144K - $158K
|
6.4K
$710K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-854- 10.18% |
$144K - $159K
|
7.54K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-865- 2.65% |
$146K - $161K
|
31.8K
$3.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-871- 0.81% |
$147K - $162K
|
106K
$11.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-878- 1.78% |
$149K - $163K
|
48.4K
$5.36M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-893- 22.64% |
$151K - $166K
|
3.05K
$338K
|
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
SELL
|
- |
-900- 1.14% |
$152K - $167K
|
78.2K
$8.67M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-901- 2.36% |
$152K - $168K
|
37.3K
$4.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-903- 5.67% |
$153K - $168K
|
15K
$1.66M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-913- 1.44% |
$154K - $170K
|
62.7K
$6.95M
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-924- 17.89% |
$156K - $172K
|
4.24K
$470K
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-946- 2.06% |
$160K - $176K
|
44.9K
$4.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-947- 6.3% |
$160K - $176K
|
14.1K
$1.56M
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-950- 0.31% |
$161K - $177K
|
307K
$34M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
SELL
|
- |
-950- 10.36% |
$161K - $177K
|
8.22K
$911K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-951- 4.61% |
$161K - $177K
|
19.7K
$2.18M
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-953- 7.94% |
$161K - $177K
|
11.1K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-955- 7.76% |
$162K - $178K
|
11.3K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-957- 1.83% |
$162K - $178K
|
51.3K
$5.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-978- 36.28% |
$165K - $182K
|
1.72K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
SELL
|
- |
-980- 1.83% |
$166K - $182K
|
52.7K
$5.84M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-986- 6.86% |
$167K - $183K
|
13.4K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
S. Muoio & Co. LLC
New York, NY |
SELL
|
- |
-1K- 15.38% |
$169K - $186K
|
5.5K
$610K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1K- 0.81% |
$169K - $186K
|
122K
$13.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-1.01K- 0.47% |
$170K - $187K
|
211K
$23.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.01K- 2.76% |
$171K - $188K
|
35.6K
$3.95M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 0.1% |
$174K - $191K
|
1.05M
$116M
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.03K- 13.84% |
$174K - $191K
|
6.4K
$709K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.04K- 1.83% |
$176K - $194K
|
55.8K
$6.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 15.34% |
$176K - $194K
|
5.76K
$638K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.05K- 7.18% |
$178K - $196K
|
13.6K
$1.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.06KClosed |
$179K - $197K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.06K- 2.93% |
$180K - $197K
|
35.1K
$3.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 19.25% |
$182K - $200K
|
4.5K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.08KClosed |
$183K - $201K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.09K- 21.99% |
$184K - $202K
|
3.86K
$428K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.1K- 0.89% |
$186K - $205K
|
122K
$13.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.11K- 7.08% |
$187K - $206K
|
14.5K
$1.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-1.11K- 39.95% |
$188K - $206K
|
1.67K
$185K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.11K- 0.57% |
$188K - $207K
|
195K
$21.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.13K- 1.0% |
$190K - $209K
|
111K
$12.3M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.13KClosed |
$191K - $210K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 21.0% |
$191K - $210K
|
4.24K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.14KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 2.13% |
$193K - $212K
|
52.4K
$5.81M
|