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
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.58KNew |
$225K - $281K
|
1.58K
$157K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.58KNew |
$225K - $281K
|
1.58K
$156K
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
1.58K+ 8.31% |
$225K - $281K
|
20.6K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$225K - $281K
|
1.58K
$156K
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.58KNew |
$224K - $281K
|
1.58K
$156K
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
1.58KNew |
$224K - $280K
|
1.58K
$156K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.56K+ 6.1% |
$222K - $277K
|
27.2K
$2.69M
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.56K+ 9.37% |
$221K - $277K
|
18.2K
$1.8M
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 3.62% |
$221K - $277K
|
44.6K
$4.42M
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 28.15% |
$221K - $277K
|
7.08K
$701K
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.55KNew |
$220K - $275K
|
1.55K
$153K
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.55K+ 3.43% |
$220K - $275K
|
46.6K
$4.62M
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.55KNew |
$220K - $275K
|
1.55K
$153K
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
1.54KNew |
$219K - $274K
|
1.54K
$153K
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.54K+ 9.41% |
$219K - $273K
|
17.9K
$1.77M
|
|
Feb 09, 2022
Q4 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.54K+ 4.11% |
$218K - $273K
|
38.9K
$3.85M
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.53KNew |
$217K - $272K
|
1.53K
$152K
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.53KNew |
$217K - $271K
|
1.53K
$151K
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 5.43% |
$216K - $270K
|
29.5K
$2.93M
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 3.47% |
$215K - $269K
|
45.1K
$4.46M
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.51K+ 0.63% |
$214K - $268K
|
240K
$23.8M
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$213K - $267K
|
1.5K
$149K
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$212K - $265K
|
1.49K
$148K
|
|
Feb 08, 2022
Q4 2021
|
Puzo Michael J
|
BUY
|
- |
1.49K+ 3.39% |
$212K - $265K
|
45.5K
$4.5M
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$212K - $265K
|
1.49K
$148K
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.49K+ 30.13% |
$211K - $264K
|
6.42K
$636K
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.48K+ 18.7% |
$211K - $263K
|
9.4K
$931K
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.48K+ 258.29% |
$210K - $263K
|
2.05K
$203K
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.47KNew |
$209K - $262K
|
1.47K
$146K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.47KNew |
$209K - $261K
|
1.47K
$146K
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.47KNew |
$209K - $261K
|
1.47K
$146K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.47KNew |
$209K - $261K
|
1.47K
$145K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.46K+ 11.18% |
$208K - $260K
|
14.6K
$1.44M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.46KNew |
$208K - $259K
|
1.46K
$145K
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
1.46K+ 27.84% |
$207K - $259K
|
6.69K
$662K
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
1.45K+ 74.59% |
$206K - $258K
|
3.39K
$336K
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.45K+ 1.11% |
$206K - $257K
|
132K
$13M
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.45KNew |
$206K - $257K
|
1.45K
$143K
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.45KNew |
$206K - $257K
|
1.45K
$143K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.45K+ 15.82% |
$206K - $257K
|
10.6K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.44KNew |
$205K - $257K
|
1.44K
$143K
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.44KNew |
$205K - $256K
|
1.44K
$143K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.44K+ 3.89% |
$204K - $255K
|
38.4K
$3.8M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.44KNew |
$204K - $255K
|
1.44K
$142K
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.43KNew |
$204K - $255K
|
1.43K
$142K
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.42KNew |
$202K - $253K
|
1.42K
$141K
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $252K
|
1.42K
$141K
|
|
Feb 02, 2022
Q4 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.42KNew |
$202K - $252K
|
1.42K
$141K
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.42KNew |
$202K - $252K
|
1.42K
$140K
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.42K+ 13.99% |
$201K - $252K
|
11.5K
$1.14M
|