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 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
277+ 3.95% |
$39.4K - $49.2K
|
7.29K
$837K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
277+ 4.25% |
$39.4K - $49.2K
|
6.79K
$781K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
277+ 5.34% |
$39.4K - $49.2K
|
5.47K
$628K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
276+ 12.12% |
$39.2K - $49K
|
2.55K
$293K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
275+ 9.38% |
$39.1K - $48.9K
|
3.21K
$368K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
273+ 1.71% |
$38.8K - $48.5K
|
16.2K
$1.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
272+ 19.3% |
$38.7K - $48.3K
|
1.68K
$193K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
BUY
|
- |
272+ 0.8% |
$38.7K - $48.3K
|
34.3K
$3.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
272+ 10.33% |
$38.7K - $48.3K
|
2.91K
$334K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
271+ 0.92% |
$38.5K - $48.2K
|
29.7K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
270+ 15.85% |
$38.4K - $48K
|
1.97K
$227K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
270+ 0.27% |
$38.4K - $48K
|
99.5K
$11.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
268+ 1.82% |
$38.1K - $47.6K
|
15K
$1.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
268+ 2.37% |
$38.1K - $47.6K
|
11.6K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
268+ 18.83% |
$38.1K - $47.6K
|
1.69K
$194K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
268+ 5.3% |
$38.1K - $47.6K
|
5.32K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
268+ 0.63% |
$38.1K - $47.6K
|
42.5K
$4.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
267+ 1.93% |
$38K - $47.4K
|
14.1K
$1.62M
|
|
|
Jan 10, 2022
Q4 2021
|
Penbrook Management LLC
|
BUY
|
- |
265+ 14.32% |
$37.7K - $47.1K
|
2.12K
$243K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
265+ 0.4% |
$37.7K - $47.1K
|
66.3K
$7.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
264+ 2933.33% |
$37.5K - $46.9K
|
273
$31.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
262+ 3.26% |
$37.2K - $46.6K
|
8.31K
$954K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
262+ 3.82% |
$37.2K - $46.6K
|
7.13K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
261+ 0.83% |
$37.1K - $46.4K
|
31.8K
$3.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
261+ 13.15% |
$37.1K - $46.4K
|
2.25K
$258K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
260+ 0.75% |
$37K - $46.2K
|
35K
$4.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
260+ 2.04% |
$37K - $46.2K
|
13K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
260+ 0.49% |
$37K - $46.2K
|
53K
$6.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
260+ 0.16% |
$37K - $46.2K
|
160K
$18.4M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
259+ 0.95% |
$36.8K - $46K
|
27.5K
$3.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
258+ 6.94% |
$36.7K - $45.8K
|
3.98K
$457K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
258+ 0.05% |
$36.7K - $45.8K
|
488K
$56.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
256+ 1.81% |
$36.4K - $45.5K
|
14.4K
$1.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
255+ 0.16% |
$36.2K - $45.3K
|
157K
$18M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
253+ 4.79% |
$36K - $45K
|
5.53K
$636K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
251+ 0.29% |
$35.7K - $44.6K
|
85.5K
$9.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
BUY
|
- |
250+ 1.19% |
$35.5K - $44.4K
|
21.2K
$2.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
249+ 12.65% |
$35.4K - $44.2K
|
2.22K
$255K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
248+ 2.85% |
$35.3K - $44.1K
|
8.95K
$1.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
247+ 1.48% |
$35.1K - $43.9K
|
16.9K
$1.94M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
247+ 1.86% |
$35.1K - $43.9K
|
13.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
244+ 18.7% |
$34.7K - $43.4K
|
1.55K
$178K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
242+ 0.14% |
$34.4K - $43K
|
173K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
242+ 7.13% |
$34.4K - $43K
|
3.63K
$418K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
242+ 208.62% |
$34.4K - $43K
|
358
$41.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
241+ 6.99% |
$34.3K - $42.8K
|
3.69K
$424K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
240+ 1.7% |
$34.1K - $42.7K
|
14.3K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
240+ 4.57% |
$34.1K - $42.7K
|
5.5K
$631K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
240+ 1.02% |
$34.1K - $42.7K
|
23.9K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
239+ 2.08% |
$34K - $42.5K
|
11.8K
$1.35M
|