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 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
318+ 2.62% |
$45.2K - $56.5K
|
12.5K
$1.43M
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
318+ 2.98% |
$45.2K - $56.5K
|
11K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
317+ 4.71% |
$45.1K - $56.3K
|
7.05K
$810K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
316+ 3.92% |
$44.9K - $56.2K
|
8.37K
$962K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
315+ 8.19% |
$44.8K - $56K
|
4.16K
$478K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
314+ 0.87% |
$44.6K - $55.8K
|
36.2K
$4.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
314+ 15.68% |
$44.6K - $55.8K
|
2.32K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
310+ 1.84% |
$44.1K - $55.1K
|
17.1K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
309New |
$43.9K - $54.9K
|
309
$35.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
307+ 19.88% |
$43.6K - $54.6K
|
1.85K
$213K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
307+ 6.71% |
$43.6K - $54.6K
|
4.88K
$561K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
307+ 12.59% |
$43.6K - $54.6K
|
2.75K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
305+ 1.4% |
$43.4K - $54.2K
|
22.1K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
305+ 16.14% |
$43.4K - $54.2K
|
2.2K
$252K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
304+ 3.79% |
$43.2K - $54K
|
8.33K
$958K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
302+ 3.64% |
$42.9K - $53.7K
|
8.61K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
302+ 14.57% |
$42.9K - $53.7K
|
2.38K
$273K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
301+ 4.33% |
$42.8K - $53.5K
|
7.25K
$833K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
301+ 7.91% |
$42.8K - $53.5K
|
4.1K
$472K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
300+ 8.19% |
$42.6K - $53.3K
|
3.96K
$455K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
300+ 2.33% |
$42.6K - $53.3K
|
13.2K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
300New |
$42.6K - $53.3K
|
300
$34.5K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
297+ 3.49% |
$42.2K - $52.8K
|
8.8K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
296+ 19.33% |
$42.1K - $52.6K
|
1.83K
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
296+ 0.95% |
$42.1K - $52.6K
|
31.6K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
296+ 1.51% |
$42.1K - $52.6K
|
20K
$2.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
295+ 4.19% |
$41.9K - $52.4K
|
7.34K
$843K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
294+ 2.58% |
$41.8K - $52.2K
|
11.7K
$1.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
293+ 3.26% |
$41.6K - $52.1K
|
9.28K
$1.07M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
293+ 7.01% |
$41.6K - $52.1K
|
4.47K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
293+ 4.96% |
$41.6K - $52.1K
|
6.2K
$712K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
293+ 9.21% |
$41.6K - $52.1K
|
3.48K
$399K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
292+ 5.89% |
$41.5K - $51.9K
|
5.25K
$603K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
291+ 3.97% |
$41.4K - $51.7K
|
7.62K
$876K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
291+ 22.68% |
$41.4K - $51.7K
|
1.57K
$181K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
291+ 1.4% |
$41.4K - $51.7K
|
21.1K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
291+ 15.5% |
$41.4K - $51.7K
|
2.17K
$249K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
290+ 2.61% |
$41.2K - $51.5K
|
11.4K
$1.31M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
290New |
$41.2K - $51.5K
|
290
$33.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
288+ 4.0% |
$40.9K - $51.2K
|
7.49K
$860K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
287+ 1.9% |
$40.8K - $51K
|
15.4K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
286+ 0.95% |
$40.7K - $50.8K
|
30.5K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
285+ 8.78% |
$40.5K - $50.6K
|
3.53K
$406K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
285+ 16.28% |
$40.5K - $50.6K
|
2.04K
$234K
|
|
|
May 23, 2022
Q4 2021
|
Chelsea Counsel CO
|
BUY
|
- |
284+ 3.89% |
$40.4K - $50.5K
|
7.58K
$871K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
281+ 2.24% |
$39.9K - $49.9K
|
12.8K
$1.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
280+ 207.41% |
$39.8K - $49.8K
|
415
$47.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
280+ 5.63% |
$39.8K - $49.8K
|
5.25K
$603K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
280+ 9.18% |
$39.8K - $49.8K
|
3.33K
$383K
|
|
|
Jan 24, 2022
Q4 2021
|
Baker Boyer National Bank
|
BUY
|
- |
279+ 12.03% |
$39.7K - $49.6K
|
2.6K
$299K
|