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 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
628+ 33.67% |
$89.3K - $112K
|
2.49K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
626+ 1.09% |
$89K - $111K
|
58.3K
$6.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
621+ 0.79% |
$88.3K - $110K
|
79.1K
$8.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
614+ 14.13% |
$87.3K - $109K
|
4.96K
$562K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
609+ 10.98% |
$86.6K - $108K
|
6.16K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
BUY
|
- |
605+ 3.85% |
$86K - $108K
|
16.3K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
605+ 0.97% |
$86K - $108K
|
63K
$7.14M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
601+ 2.13% |
$85.4K - $107K
|
28.8K
$3.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
598+ 10.59% |
$85K - $106K
|
6.25K
$708K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
597+ 6.17% |
$84.9K - $106K
|
10.3K
$1.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
596+ 21.9% |
$84.7K - $106K
|
3.32K
$376K
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
592+ 1.68% |
$84.2K - $105K
|
35.9K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
591+ 8.53% |
$84K - $105K
|
7.52K
$852K
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
588+ 1.83% |
$83.6K - $104K
|
32.7K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
588+ 1.21% |
$83.6K - $104K
|
49.3K
$5.59M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
585New |
$83.2K - $104K
|
585
$66.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
585+ 2.37% |
$83.2K - $104K
|
25.3K
$2.87M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
580+ 18.24% |
$82.4K - $103K
|
3.76K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
578+ 46.95% |
$82.2K - $103K
|
1.81K
$205K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
578+ 13.97% |
$82.2K - $103K
|
4.72K
$534K
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
576+ 2.85% |
$81.9K - $102K
|
20.8K
$2.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
576+ 5.21% |
$81.9K - $102K
|
11.6K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
576+ 0.66% |
$81.9K - $102K
|
88.1K
$9.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
576+ 10.32% |
$81.9K - $102K
|
6.16K
$698K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
572+ 42.37% |
$81.3K - $102K
|
1.92K
$218K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
572+ 8.7% |
$81.3K - $102K
|
7.15K
$810K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
565+ 7.91% |
$80.3K - $100K
|
7.71K
$873K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
BUY
|
- |
565+ 10.53% |
$80.3K - $100K
|
5.93K
$672K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
563+ 0.21% |
$80K - $100K
|
266K
$30.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
557+ 14.85% |
$79.2K - $99K
|
4.31K
$488K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
557+ 7.48% |
$79.2K - $99K
|
8K
$907K
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
555+ 12.62% |
$78.9K - $98.6K
|
4.95K
$561K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
555+ 5.77% |
$78.9K - $98.6K
|
10.2K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
551+ 9.61% |
$78.3K - $97.9K
|
6.28K
$712K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
550+ 3.57% |
$78.2K - $97.7K
|
15.9K
$1.81M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
550+ 3.79% |
$78.2K - $97.7K
|
15.1K
$1.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
547+ 7.59% |
$77.8K - $97.2K
|
7.75K
$878K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
545+ 3.23% |
$77.5K - $96.9K
|
17.4K
$1.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
542+ 12.93% |
$77K - $96.3K
|
4.74K
$537K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
541+ 4.9% |
$76.9K - $96.1K
|
11.6K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
541+ 11.29% |
$76.9K - $96.1K
|
5.33K
$604K
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
541+ 7.7% |
$76.9K - $96.1K
|
7.56K
$857K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
540New |
$76.8K - $96K
|
540
$61.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
532+ 1.49% |
$75.6K - $94.5K
|
36.3K
$4.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
532+ 501.89% |
$75.6K - $94.5K
|
638
$72.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
532+ 13.8% |
$75.6K - $94.5K
|
4.39K
$497K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
531New |
$75.5K - $94.4K
|
531
$60.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
530+ 1.67% |
$75.3K - $94.2K
|
32.2K
$3.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
526+ 2.87% |
$74.8K - $93.5K
|
18.9K
$2.14M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
524+ 36.14% |
$74.5K - $93.1K
|
1.97K
$224K
|