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 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
522+ 6.32% |
$74.2K - $92.8K
|
8.78K
$995K
|
|
|
Feb 14, 2022
Q4 2021
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
522+ 1.39% |
$74.2K - $92.8K
|
38.1K
$4.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
520+ 12.46% |
$73.9K - $92.4K
|
4.69K
$532K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
520+ 4.45% |
$73.9K - $92.4K
|
12.2K
$1.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
520+ 6.92% |
$73.9K - $92.4K
|
8.03K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
518+ 4.94% |
$73.6K - $92.1K
|
11K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
518+ 15.98% |
$73.6K - $92.1K
|
3.76K
$426K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 8.07% |
$73.5K - $91.9K
|
6.92K
$785K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
514+ 7.71% |
$73.1K - $91.3K
|
7.18K
$814K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
510+ 2.73% |
$72.5K - $90.6K
|
19.2K
$2.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
510+ 0.93% |
$72.5K - $90.6K
|
55.6K
$6.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
509+ 19.61% |
$72.4K - $90.5K
|
3.11K
$352K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
505+ 5.36% |
$71.8K - $89.7K
|
9.93K
$1.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
505+ 20.94% |
$71.8K - $89.7K
|
2.92K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
505+ 1.9% |
$71.8K - $89.7K
|
27.1K
$3.07M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501+ 2.06% |
$71.2K - $89K
|
24.8K
$2.81M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 21.74% |
$71.1K - $88.9K
|
2.8K
$317K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
500+ 52.3% |
$71.1K - $88.9K
|
1.46K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
499+ 3.26% |
$70.9K - $88.7K
|
15.8K
$1.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
499+ 0.65% |
$70.9K - $88.7K
|
77.4K
$8.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
496+ 7.72% |
$70.5K - $88.1K
|
6.92K
$784K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
495+ 2.58% |
$70.4K - $88K
|
19.7K
$2.23M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
494+ 18.75% |
$70.2K - $87.8K
|
3.13K
$355K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
493+ 3.49% |
$70.1K - $87.6K
|
14.6K
$1.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
BUY
|
- |
493+ 2.71% |
$70.1K - $87.6K
|
18.7K
$2.12M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
493New |
$70.1K - $87.6K
|
493
$55.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
492+ 1.28% |
$69.9K - $87.4K
|
39K
$4.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
492+ 6.86% |
$69.9K - $87.4K
|
7.67K
$869K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
488+ 3.18% |
$69.4K - $86.7K
|
15.8K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
488+ 8.76% |
$69.4K - $86.7K
|
6.06K
$686K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
487+ 18.59% |
$69.2K - $86.5K
|
3.11K
$352K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
485+ 2.85% |
$68.9K - $86.2K
|
17.5K
$1.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
485+ 7.59% |
$68.9K - $86.2K
|
6.88K
$779K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
484+ 21.26% |
$68.8K - $86K
|
2.76K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
483+ 33.13% |
$68.7K - $85.8K
|
1.94K
$220K
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
482+ 6.17% |
$68.5K - $85.7K
|
8.29K
$940K
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
480+ 3.0% |
$68.2K - $85.3K
|
16.5K
$1.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
476+ 8.62% |
$67.7K - $84.6K
|
6K
$680K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
472+ 1.66% |
$67.1K - $83.9K
|
28.9K
$3.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
471+ 2.13% |
$67K - $83.7K
|
22.5K
$2.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
470+ 3.4% |
$66.8K - $83.5K
|
14.3K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
468+ 1.06% |
$66.5K - $83.2K
|
44.7K
$5.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
464+ 4.26% |
$66K - $82.5K
|
11.4K
$1.29M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
464+ 7.82% |
$66K - $82.5K
|
6.4K
$725K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
462+ 10.51% |
$65.7K - $82.1K
|
4.86K
$550K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
461+ 41.72% |
$65.5K - $81.9K
|
1.57K
$177K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
459+ 7.79% |
$65.2K - $81.6K
|
6.35K
$719K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
458+ 4.96% |
$65.1K - $81.4K
|
9.7K
$1.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
457+ 16.26% |
$65K - $81.2K
|
3.27K
$370K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
456+ 19.18% |
$64.8K - $81K
|
2.83K
$321K
|