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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.13K+ 5.89% |
$587K - $734K
|
74.2K
$8.68M
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.13KNew |
$587K - $733K
|
4.13K
$483K
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.11KNew |
$584K - $730K
|
4.11K
$480K
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.09K+ 40.65% |
$581K - $727K
|
14.2K
$1.66M
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.08K+ 5.88% |
$580K - $725K
|
73.4K
$8.59M
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.05KNew |
$576K - $720K
|
4.05K
$474K
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.03KNew |
$573K - $716K
|
4.03K
$471K
|
|
Feb 09, 2022
Q4 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
4.03K+ 5.72% |
$572K - $715K
|
74.4K
$8.7M
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4.02K+ 5.99% |
$571K - $714K
|
71.2K
$8.32M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4K+ 34.11% |
$569K - $711K
|
15.7K
$1.84M
|
|
Feb 08, 2022
Q4 2021
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
4K+ 9.59% |
$569K - $711K
|
45.7K
$5.35M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.99K+ 4.92% |
$567K - $709K
|
85.1K
$9.96M
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.98K+ 114.83% |
$566K - $707K
|
7.45K
$871K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.98K+ 3.44% |
$565K - $707K
|
120K
$14M
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 8.28% |
$565K - $706K
|
52K
$6.08M
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.97KNew |
$565K - $706K
|
3.97K
$465K
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.96K+ 47.79% |
$562K - $703K
|
12.2K
$1.43M
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.94KNew |
$560K - $701K
|
3.94K
$461K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.93KNew |
$559K - $699K
|
3.93K
$460K
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.93K+ 65.68% |
$559K - $698K
|
9.91K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.93K+ 147.34% |
$558K - $698K
|
6.59K
$771K
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
3.9K+ 20.12% |
$555K - $694K
|
23.3K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.9K+ 2.19% |
$554K - $693K
|
182K
$21.3M
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
3.87KNew |
$550K - $687K
|
3.87K
$453K
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.86K+ 8.9% |
$549K - $687K
|
47.3K
$5.53M
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
3.84K+ 12.27% |
$545K - $682K
|
35.1K
$4.11M
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.84K+ 11.15% |
$545K - $682K
|
38.2K
$4.47M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
3.82K+ 28.67% |
$543K - $679K
|
17.1K
$2.01M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.8K+ 83.37% |
$540K - $675K
|
8.36K
$978K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.8K+ 0.86% |
$540K - $675K
|
444K
$51.9M
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.79K+ 1.52% |
$538K - $673K
|
253K
$29.6M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$535K - $669K
|
3.77K
$440K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.73K+ 5.11% |
$531K - $664K
|
76.8K
$8.98M
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.7K+ 2.37% |
$526K - $658K
|
160K
$18.7M
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
3.7K+ 34.62% |
$525K - $657K
|
14.4K
$1.68M
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.68K+ 44.22% |
$523K - $654K
|
12K
$1.4M
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.62K+ 3.7% |
$515K - $644K
|
102K
$11.9M
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.57KNew |
$508K - $635K
|
3.57K
$418K
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$507K - $634K
|
3.57K
$417K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.56K+ 3.31% |
$506K - $633K
|
111K
$13M
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.53K+ 2.46% |
$501K - $627K
|
147K
$17.2M
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.52K+ 139.69% |
$500K - $625K
|
6.03K
$706K
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
3.5K+ 71.33% |
$497K - $621K
|
8.4K
$982K
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.47K+ 12.3% |
$494K - $617K
|
31.7K
$3.71M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$492K - $615K
|
3.46K
$405K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3.43K+ 8.15% |
$488K - $610K
|
45.5K
$5.33M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.43K+ 4.43% |
$488K - $610K
|
81K
$9.47M
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.43K+ 1.61% |
$488K - $610K
|
217K
$25.3M
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.43KNew |
$487K - $609K
|
3.43K
$401K
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
BUY
|
- |
3.42KNew |
$486K - $608K
|
3.42K
$400K
|