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 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.14KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.14KClosed |
$193K - $212K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-1.14K- 2.95% |
$193K - $212K
|
37.6K
$4.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.15K- 2.98% |
$194K - $213K
|
37.3K
$4.13M
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.15KClosed |
$194K - $213K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.15KClosed |
$194K - $213K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.15K- 0.76% |
$194K - $214K
|
151K
$16.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.15KClosed |
$195K - $214K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.15KClosed |
$195K - $214K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.15K- 36.79% |
$195K - $215K
|
1.98K
$220K
|
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
SELL
|
- |
-1.16KClosed |
$196K - $215K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.16KClosed |
$196K - $215K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 4.8% |
$196K - $216K
|
23K
$2.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.16KClosed |
$197K - $216K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.18KClosed |
$199K - $219K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-1.18KClosed |
$199K - $219K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.18K- 30.47% |
$200K - $219K
|
2.69K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.18K- 0.25% |
$200K - $219K
|
464K
$51.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.19KClosed |
$201K - $221K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.19KClosed |
$201K - $221K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.2KClosed |
$203K - $223K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.2K- 3.72% |
$203K - $223K
|
31K
$3.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.21K- 2.54% |
$204K - $224K
|
46.2K
$5.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.21K- 0.11% |
$204K - $224K
|
1.09M
$120M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.21K- 21.59% |
$205K - $226K
|
4.41K
$489K
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.22K- 8.07% |
$206K - $226K
|
13.8K
$1.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-1.22K- 7.05% |
$206K - $227K
|
16.1K
$1.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.23KClosed |
$208K - $228K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.23K- 46.63% |
$208K - $229K
|
1.41K
$156K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-1.23K- 5.8% |
$208K - $229K
|
20K
$2.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.23KClosed |
$208K - $229K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-1.24K- 3.21% |
$209K - $230K
|
37.3K
$4.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.24K- 3.78% |
$209K - $230K
|
31.5K
$3.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-1.25K- 19.86% |
$211K - $232K
|
5.03K
$558K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.26K- 12.07% |
$214K - $235K
|
9.21K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.27K- 6.01% |
$214K - $235K
|
19.8K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-1.28KClosed |
$216K - $238K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.28K- 66.86% |
$216K - $238K
|
634
$70.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.28K- 2.74% |
$217K - $238K
|
45.4K
$5.03M
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.28K- 49.61% |
$217K - $238K
|
1.3K
$144K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.29K- 5.04% |
$218K - $240K
|
24.3K
$2.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.3KClosed |
$219K - $241K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-1.31K- 11.13% |
$221K - $243K
|
10.4K
$1.16M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.31KClosed |
$221K - $243K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.31K- 34.09% |
$222K - $244K
|
2.53K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.31K- 1.67% |
$222K - $244K
|
77.6K
$8.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.32K- 12.59% |
$223K - $245K
|
9.14K
$1.01M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.33K- 1.65% |
$225K - $248K
|
79.3K
$8.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.34K- 3.75% |
$226K - $249K
|
34.4K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.35K- 12.07% |
$228K - $251K
|
9.82K
$1.09M
|