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 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17- 9.77% |
$2.42K - $3.02K
|
157
$18K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.81% |
$2.42K - $3.02K
|
2.08K
$239K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17- 0.18% |
$2.42K - $3.02K
|
9.39K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 0.52% |
$2.7K - $3.38K
|
3.65K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
SELL
|
- |
-19- 0.79% |
$2.7K - $3.38K
|
2.38K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19- 0.81% |
$2.7K - $3.38K
|
2.34K
$269K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-20- 0.61% |
$2.84K - $3.55K
|
3.25K
$373K
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-20Closed |
$2.84K - $3.55K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-21- 0.69% |
$2.99K - $3.73K
|
3.02K
$347K
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
SELL
|
- |
-22- 0.97% |
$3.13K - $3.91K
|
2.24K
$257K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-23- 0.5% |
$3.27K - $4.09K
|
4.59K
$527K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-23- 0.16% |
$3.27K - $4.09K
|
14.3K
$1.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-23- 0.08% |
$3.27K - $4.09K
|
30.3K
$3.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-25- 0.35% |
$3.55K - $4.44K
|
7.06K
$811K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-25- 0.57% |
$3.55K - $4.44K
|
4.33K
$498K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-25- 0.35% |
$3.55K - $4.44K
|
7.1K
$815K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-25- 0.61% |
$3.55K - $4.44K
|
4.1K
$471K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25- 0.34% |
$3.55K - $4.44K
|
7.31K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-26- 0.15% |
$3.7K - $4.62K
|
17K
$1.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-26- 0.06% |
$3.7K - $4.62K
|
40.6K
$4.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 0.95% |
$3.7K - $4.62K
|
2.71K
$311K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-26- 0.29% |
$3.7K - $4.62K
|
9K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-27- 0.15% |
$3.84K - $4.8K
|
18.2K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-28- 0.33% |
$3.98K - $4.98K
|
8.39K
$964K
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-28- 25.23% |
$3.98K - $4.98K
|
83
$9.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-29- 0.12% |
$4.12K - $5.15K
|
23.2K
$2.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-30- 0.49% |
$4.26K - $5.33K
|
6.06K
$697K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-30- 0.43% |
$4.26K - $5.33K
|
7.01K
$805K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-30- 2.15% |
$4.26K - $5.33K
|
1.37K
$157K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-31- 0.05% |
$4.41K - $5.51K
|
58K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-32- 3.56% |
$4.55K - $5.69K
|
868
$99.7K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-33- 0.79% |
$4.69K - $5.86K
|
4.16K
$478K
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-34- 2.21% |
$4.83K - $6.04K
|
1.5K
$172K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-37- 0.57% |
$5.26K - $6.58K
|
6.48K
$745K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-37- 10.98% |
$5.26K - $6.58K
|
300
$34.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-37- 0.39% |
$5.26K - $6.58K
|
9.37K
$1.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-38- 22.35% |
$5.4K - $6.75K
|
132
$15.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-39- 0.07% |
$5.54K - $6.93K
|
55K
$6.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-39- 0.12% |
$5.54K - $6.93K
|
31.9K
$3.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-40- 0.26% |
$5.69K - $7.11K
|
15.3K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-40- 0.85% |
$5.69K - $7.11K
|
4.67K
$536K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-40- 1.63% |
$5.69K - $7.11K
|
2.41K
$277K
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-40- 0.18% |
$5.69K - $7.11K
|
22.2K
$2.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40- 0.04% |
$5.69K - $7.11K
|
103K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-41- 0.07% |
$5.83K - $7.29K
|
59.2K
$6.8M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-42- 0.08% |
$5.97K - $7.46K
|
53.7K
$6.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43- 0.6% |
$6.11K - $7.64K
|
7.1K
$816K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-43- 1.36% |
$6.11K - $7.64K
|
3.11K
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-45- 0.34% |
$6.4K - $8K
|
13.1K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-45- 0.17% |
$6.4K - $8K
|
27K
$3.11M
|