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 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.83K+ 12.59% |
$687K - $858K
|
43.2K
$4.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.82KNew |
$685K - $857K
|
4.82K
$552K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
4.78KNew |
$680K - $850K
|
4.78K
$548K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
4.76KNew |
$677K - $846K
|
4.76K
$546K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.75K+ 1.04% |
$676K - $845K
|
462K
$53M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.73K+ 7.96% |
$672K - $840K
|
64.1K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
4.71KNew |
$669K - $836K
|
4.71K
$539K
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
4.69K+ 120.61% |
$667K - $834K
|
8.58K
$984K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
4.67K+ 15.12% |
$664K - $830K
|
35.6K
$4.08M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.67KNew |
$664K - $830K
|
4.67K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.67KNew |
$664K - $830K
|
4.67K
$535K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
4.66KNew |
$663K - $828K
|
4.66K
$534K
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.66K+ 3.83% |
$662K - $828K
|
126K
$14.5M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
4.65K+ 67.46% |
$661K - $826K
|
11.5K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.65K+ 101.53% |
$661K - $826K
|
9.22K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.64KNew |
$660K - $825K
|
4.64K
$532K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
4.64K+ 5.92% |
$660K - $825K
|
83.1K
$9.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
4.62K+ 22.77% |
$657K - $821K
|
24.9K
$2.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.6K+ 3.4% |
$654K - $818K
|
140K
$16.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.6K+ 15.77% |
$654K - $817K
|
33.8K
$3.87M
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
4.6K+ 19.27% |
$654K - $817K
|
28.5K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 15.49% |
$652K - $815K
|
34.2K
$3.92M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
4.58K+ 2.29% |
$650K - $813K
|
205K
$23.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
4.56K+ 9.66% |
$649K - $811K
|
51.8K
$5.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.56K+ 12.91% |
$648K - $810K
|
39.9K
$4.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
4.54K+ 31.62% |
$646K - $807K
|
18.9K
$2.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
4.52K+ 9.67% |
$642K - $803K
|
51.3K
$5.87M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.51K+ 15.35% |
$641K - $801K
|
33.9K
$3.88M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
4.5KNew |
$640K - $800K
|
4.5K
$516K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.49KNew |
$638K - $797K
|
4.49K
$514K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.46K+ 45.99% |
$634K - $792K
|
14.1K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.44K+ 13.46% |
$632K - $790K
|
37.5K
$4.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.44K+ 18.31% |
$631K - $789K
|
28.7K
$3.29M
|
|
|
Feb 08, 2022
Q4 2021
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
4.44K+ 2.45% |
$631K - $789K
|
186K
$21.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.42K+ 11.43% |
$628K - $785K
|
43.1K
$4.94M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.38KNew |
$623K - $779K
|
4.38K
$502K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.38K+ 31.68% |
$623K - $778K
|
18.2K
$2.09M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
4.38KNew |
$622K - $778K
|
4.38K
$502K
|
|
|
Feb 10, 2022
Q4 2021
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
4.35KNew |
$618K - $773K
|
4.35K
$499K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.34KNew |
$617K - $771K
|
4.34K
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.31K+ 24.59% |
$613K - $766K
|
21.8K
$2.5M
|
|
|
Mar 14, 2022
Q4 2021
|
Merlin Capital LLC
|
BUY
|
- |
4.3KNew |
$611K - $764K
|
4.3K
$493K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.29KNew |
$609K - $762K
|
4.29K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
BUY
|
- |
4.29K+ 11.8% |
$609K - $761K
|
40.6K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.28K+ 1.12% |
$608K - $760K
|
387K
$44.3M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
4.26KNew |
$606K - $758K
|
4.26K
$489K
|
|
|
Jan 10, 2022
Q4 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
4.26K+ 4.38% |
$605K - $756K
|
101K
$11.6M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
4.23K+ 7.71% |
$601K - $751K
|
59.1K
$6.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
4.21K+ 1.28% |
$598K - $748K
|
332K
$38M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.19KNew |
$596K - $745K
|
4.19K
$480K
|