Purchases and Sales Made in Q4 2021 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
7.97K+ 27.06% |
$1.13M - $1.42M
|
37.4K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.96KNew |
$1.13M - $1.41M
|
7.96K
$788K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.92K+ 30.21% |
$1.13M - $1.41M
|
34.1K
$3.38M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
7.91KNew |
$1.12M - $1.41M
|
7.91K
$783K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.9K+ 19.73% |
$1.12M - $1.4M
|
47.9K
$4.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
7.82KNew |
$1.11M - $1.39M
|
7.82K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.78K+ 5.74% |
$1.11M - $1.38M
|
143K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.73K+ 0.25% |
$1.1M - $1.37M
|
3.13M
$310M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.69K+ 19.16% |
$1.09M - $1.37M
|
47.8K
$4.74M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.65K+ 300.16% |
$1.09M - $1.36M
|
10.2K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.63K+ 1.8% |
$1.08M - $1.36M
|
432K
$42.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
7.58K+ 20.96% |
$1.08M - $1.35M
|
43.8K
$4.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
7.58K+ 24.87% |
$1.08M - $1.35M
|
38.1K
$3.77M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.51KNew |
$1.07M - $1.33M
|
7.51K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.47K+ 24.42% |
$1.06M - $1.33M
|
38.1K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
7.42K+ 4.84% |
$1.06M - $1.32M
|
161K
$15.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.42K+ 23.25% |
$1.05M - $1.32M
|
39.3K
$3.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.37K+ 21.49% |
$1.05M - $1.31M
|
41.7K
$4.13M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.36KNew |
$1.05M - $1.31M
|
7.36K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
BUY
|
- |
7.34K+ 3.93% |
$1.04M - $1.3M
|
194K
$19.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.33K+ 8.64% |
$1.04M - $1.3M
|
92.1K
$9.12M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.32K+ 0.63% |
$1.04M - $1.3M
|
1.17M
$116M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
7.31KNew |
$1.04M - $1.3M
|
7.31K
$724K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.28K+ 0.37% |
$1.04M - $1.29M
|
1.96M
$194M
|
|
|
Jan 20, 2022
Q4 2021
|
Sciencast Management LP
|
BUY
|
- |
7.21KNew |
$1.03M - $1.28M
|
7.21K
$714K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
7.19K+ 10.32% |
$1.02M - $1.28M
|
76.8K
$7.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
BUY
|
- |
7.17K+ 21.86% |
$1.02M - $1.27M
|
39.9K
$3.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
7.17K+ 2.86% |
$1.02M - $1.27M
|
257K
$25.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
7.15KNew |
$1.02M - $1.27M
|
7.15K
$708K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.15K+ 1.98% |
$1.02M - $1.27M
|
368K
$36.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.12K+ 4.1% |
$1.01M - $1.26M
|
181K
$17.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.06K+ 2.02% |
$1M - $1.25M
|
357K
$35.3M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
7.05KNew |
$1M - $1.25M
|
7.05K
$698K
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.01KNew |
$997K - $1.25M
|
7.01K
$694K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.01K+ 1714.18% |
$997K - $1.25M
|
7.42K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.01K+ 33.83% |
$996K - $1.25M
|
27.7K
$2.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
7KNew |
$995K - $1.24M
|
7K
$693K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7K+ 8.54% |
$995K - $1.24M
|
89K
$8.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.93K+ 32.04% |
$986K - $1.23M
|
28.6K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
6.91K+ 18.27% |
$983K - $1.23M
|
44.8K
$4.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.91K+ 69.56% |
$983K - $1.23M
|
16.8K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
6.91K+ 43.0% |
$983K - $1.23M
|
23K
$2.28M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.87KNew |
$976K - $1.22M
|
6.87K
$680K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.8KNew |
$967K - $1.21M
|
6.8K
$673K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.74K+ 15.49% |
$958K - $1.2M
|
50.2K
$4.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
6.73K+ 16.19% |
$957K - $1.2M
|
48.3K
$4.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
6.72K+ 20.14% |
$955K - $1.19M
|
40.1K
$3.97M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
6.71K+ 1.03% |
$954K - $1.19M
|
658K
$65.1M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.71K+ 1.03% |
$954K - $1.19M
|
658K
$65.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.71K+ 5.45% |
$954K - $1.19M
|
130K
$12.8M
|