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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.23K+ 4.36% |
$174K - $218K
|
29.4K
$3.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.22KNew |
$173K - $216K
|
1.22K
$138K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.21K+ 1.95% |
$173K - $216K
|
63.4K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.21K+ 5.33% |
$172K - $216K
|
24K
$2.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.21K+ 16.07% |
$172K - $215K
|
8.75K
$991K
|
|
|
Jan 31, 2022
Q4 2021
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$172K - $215K
|
1.21K
$137K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.21KNew |
$172K - $215K
|
1.21K
$137K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.21K+ 35.08% |
$172K - $214K
|
4.65K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.2K+ 11.45% |
$171K - $214K
|
11.7K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1.2K+ 18.75% |
$171K - $213K
|
7.6K
$861K
|
|
|
Jan 24, 2022
Q4 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.43% |
$171K - $213K
|
50.6K
$5.73M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 0.26% |
$171K - $213K
|
457K
$51.8M
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.2K+ 2.3% |
$170K - $213K
|
53.3K
$6.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.2K+ 3.89% |
$170K - $213K
|
31.9K
$3.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.19K+ 44.74% |
$169K - $212K
|
3.86K
$437K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
1.19K+ 3.55% |
$169K - $211K
|
34.6K
$3.92M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.18K+ 27.53% |
$168K - $210K
|
5.48K
$621K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.18K+ 6.57% |
$168K - $210K
|
19.1K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$167K - $208K
|
1.17K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.17KNew |
$166K - $207K
|
1.17K
$132K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.14K+ 7.98% |
$162K - $203K
|
15.5K
$1.75M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.14K+ 21.73% |
$162K - $203K
|
6.4K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.14K+ 2.29% |
$162K - $203K
|
51K
$5.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.14K+ 24.93% |
$162K - $202K
|
5.7K
$646K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.14K+ 7.24% |
$162K - $202K
|
16.8K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.13K+ 5.82% |
$160K - $200K
|
20.5K
$2.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
1.13K+ 3.34% |
$160K - $200K
|
34.9K
$3.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.13K+ 4.18% |
$160K - $200K
|
28.1K
$3.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.13K+ 17.08% |
$160K - $200K
|
7.71K
$874K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.12K+ 12.42% |
$159K - $199K
|
10.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.12K+ 11.76% |
$159K - $198K
|
10.6K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.11K+ 4.48% |
$158K - $197K
|
25.8K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.11K+ 5.26% |
$158K - $197K
|
22.2K
$2.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.1K+ 3.35% |
$157K - $196K
|
34K
$3.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.1K+ 84.62% |
$156K - $195K
|
2.4K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.1K+ 5.03% |
$156K - $195K
|
23K
$2.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 3.84% |
$156K - $195K
|
29.6K
$3.36M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.09K+ 1.0% |
$155K - $193K
|
110K
$12.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.09K+ 12.44% |
$155K - $193K
|
9.82K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.09K+ 7.52% |
$154K - $193K
|
15.5K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.08K+ 7.37% |
$153K - $192K
|
15.7K
$1.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 8.21% |
$153K - $191K
|
14.2K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.07K+ 3.14% |
$151K - $189K
|
34.9K
$3.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.07K+ 5.61% |
$151K - $189K
|
20K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 3.45% |
$151K - $189K
|
31.9K
$3.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.06K+ 38.37% |
$151K - $188K
|
3.82K
$433K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
1.06K+ 211.2% |
$150K - $188K
|
1.56K
$176K
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
1.05K+ 60.81% |
$150K - $187K
|
2.78K
$315K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
1.05K+ 12.09% |
$149K - $187K
|
9.74K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.05K+ 5.16% |
$149K - $187K
|
21.4K
$2.42M
|