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 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.42K+ 3.94% |
$486K - $608K
|
90.3K
$10.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.39KNew |
$482K - $603K
|
3.39K
$397K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.39K+ 37.14% |
$482K - $603K
|
12.5K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.39K+ 0.43% |
$482K - $602K
|
797K
$93.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.38K+ 95.26% |
$480K - $600K
|
6.92K
$809K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 5.11% |
$477K - $597K
|
69K
$8.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 25.06% |
$475K - $593K
|
16.7K
$1.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.32K+ 4.3% |
$472K - $591K
|
80.6K
$9.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.31K+ 2.68% |
$471K - $588K
|
127K
$14.8M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.3K+ 22.02% |
$469K - $586K
|
18.3K
$2.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.29K+ 11.37% |
$468K - $585K
|
32.2K
$3.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.29K+ 1.96% |
$468K - $584K
|
171K
$20M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.29K+ 41.95% |
$467K - $584K
|
11.1K
$1.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
3.29K+ 166.38% |
$467K - $584K
|
5.26K
$615K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
3.27K+ 7.66% |
$464K - $581K
|
45.9K
$5.37M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.25KNew |
$462K - $578K
|
3.25K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
3.25K+ 8.21% |
$462K - $578K
|
42.9K
$5.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.24KNew |
$461K - $576K
|
3.24K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3.23KNew |
$460K - $575K
|
3.23K
$378K
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.23KNew |
$460K - $575K
|
3.23K
$378K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.22KNew |
$458K - $572K
|
3.22K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.21K+ 2.34% |
$456K - $570K
|
140K
$16.4M
|
|
|
Apr 29, 2022
Q4 2021
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
3.2KNew |
$455K - $569K
|
3.2K
$374K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.18K+ 48.15% |
$452K - $566K
|
9.79K
$1.15M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.18K+ 48.15% |
$452K - $566K
|
9.79K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.18K+ 10.45% |
$452K - $565K
|
33.6K
$3.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
3.18K+ 0.26% |
$452K - $565K
|
1.23M
$144M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.18KNew |
$452K - $565K
|
3.18K
$372K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.18KNew |
$451K - $564K
|
3.18K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$451K - $564K
|
3.17K
$371K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.17KNew |
$451K - $563K
|
3.17K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.16K+ 22.24% |
$450K - $562K
|
17.4K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.16K+ 3.64% |
$449K - $562K
|
90.1K
$10.5M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
3.16KNew |
$449K - $562K
|
3.16K
$370K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3.14K+ 2.57% |
$446K - $558K
|
125K
$14.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 48.2% |
$446K - $558K
|
9.65K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.13K+ 1.64% |
$445K - $556K
|
194K
$22.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
3.12K+ 21.46% |
$444K - $555K
|
17.7K
$2.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.11K+ 4.78% |
$442K - $553K
|
68.2K
$7.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.11K+ 4.99% |
$442K - $552K
|
65.3K
$7.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
3.1K+ 7.37% |
$441K - $551K
|
45.2K
$5.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.08KNew |
$438K - $548K
|
3.08K
$361K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.06KNew |
$435K - $544K
|
3.06K
$358K
|
|
|
Jan 19, 2022
Q4 2021
|
Benin Management Corp
|
BUY
|
- |
3.06K+ 19.23% |
$434K - $543K
|
18.9K
$2.22M
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
3.05K+ 1.57% |
$434K - $542K
|
198K
$23.1M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.04KNew |
$433K - $541K
|
3.04K
$356K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.04K+ 15.86% |
$432K - $540K
|
22.2K
$2.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.03K+ 6.4% |
$431K - $538K
|
50.4K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
3.03KNew |
$430K - $538K
|
3.03K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.02K+ 9.07% |
$430K - $537K
|
36.4K
$4.25M
|