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 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
391+ 11.11% |
$55.6K - $69.5K
|
3.91K
$449K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
391+ 6.36% |
$55.6K - $69.5K
|
6.54K
$751K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
389+ 5.95% |
$55.3K - $69.1K
|
6.93K
$796K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
387+ 0.91% |
$55K - $68.8K
|
43.1K
$4.95M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
387New |
$55K - $68.8K
|
387
$44.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
386+ 13.15% |
$54.9K - $68.6K
|
3.32K
$382K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
385+ 1.51% |
$54.7K - $68.4K
|
25.9K
$2.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
384+ 8.41% |
$54.6K - $68.2K
|
4.95K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
382+ 5.92% |
$54.3K - $67.9K
|
6.83K
$785K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
381+ 4.75% |
$54.2K - $67.7K
|
8.4K
$966K
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
380+ 4.33% |
$54K - $67.5K
|
9.15K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
379+ 1.09% |
$53.9K - $67.4K
|
35.2K
$4.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
375+ 1.89% |
$53.3K - $66.6K
|
20.2K
$2.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
370+ 6.71% |
$52.6K - $65.8K
|
5.88K
$676K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
369+ 3.71% |
$52.5K - $65.6K
|
10.3K
$1.18M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
368+ 7.48% |
$52.3K - $65.4K
|
5.29K
$608K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
367+ 1.0% |
$52.2K - $65.2K
|
36.9K
$4.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
366+ 28.18% |
$52K - $65K
|
1.67K
$191K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
366+ 4.69% |
$52K - $65K
|
8.17K
$939K
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
365+ 2.64% |
$51.9K - $64.9K
|
14.2K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
364+ 0.16% |
$51.7K - $64.7K
|
228K
$26.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
363+ 0.71% |
$51.6K - $64.5K
|
51.8K
$5.96M
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
362+ 0.96% |
$51.5K - $64.3K
|
38.1K
$4.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
361+ 17.16% |
$51.3K - $64.2K
|
2.47K
$283K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
359+ 15.31% |
$51K - $63.8K
|
2.7K
$311K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
355+ 9.21% |
$50.5K - $63.1K
|
4.21K
$484K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
355+ 1.49% |
$50.5K - $63.1K
|
24.3K
$2.79M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
350+ 8.64% |
$49.8K - $62.2K
|
4.4K
$506K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
349+ 5.29% |
$49.6K - $62K
|
6.94K
$798K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
348New |
$49.5K - $61.8K
|
348
$40K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
341+ 1.67% |
$48.5K - $60.6K
|
20.8K
$2.38M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
339+ 1.13% |
$48.2K - $60.2K
|
30.2K
$3.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
338+ 3.72% |
$48K - $60.1K
|
9.42K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
337+ 2.41% |
$47.9K - $59.9K
|
14.3K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
337+ 8.6% |
$47.9K - $59.9K
|
4.26K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
334+ 2.45% |
$47.5K - $59.4K
|
14K
$1.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
334+ 3.41% |
$47.5K - $59.4K
|
10.1K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
334+ 1.68% |
$47.5K - $59.4K
|
20.2K
$2.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
333+ 8.55% |
$47.3K - $59.2K
|
4.23K
$486K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
332+ 1.9% |
$47.2K - $59K
|
17.8K
$2.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
328+ 3.49% |
$46.6K - $58.3K
|
9.72K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
328+ 1.47% |
$46.6K - $58.3K
|
22.7K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
326+ 14.2% |
$46.3K - $57.9K
|
2.62K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
326+ 10.0% |
$46.3K - $57.9K
|
3.59K
$412K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
322+ 3.39% |
$45.8K - $57.2K
|
9.83K
$1.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
322+ 7.84% |
$45.8K - $57.2K
|
4.43K
$509K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
321New |
$45.6K - $57K
|
321
$36.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
320+ 2.3% |
$45.5K - $56.9K
|
14.2K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
320+ 2.41% |
$45.5K - $56.9K
|
13.6K
$1.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
320+ 7.23% |
$45.5K - $56.9K
|
4.75K
$546K
|