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
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.52% |
$6.4K - $8K
|
8.68K
$997K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-46- 1.9% |
$6.54K - $8.17K
|
2.38K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-47- 1.41% |
$6.68K - $8.35K
|
3.29K
$378K
|
|
|
Feb 01, 2022
Q4 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-47- 1.26% |
$6.68K - $8.35K
|
3.7K
$425K
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-48- 0.71% |
$6.82K - $8.53K
|
6.76K
$776K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-48- 43.24% |
$6.82K - $8.53K
|
63
$7.24K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-49- 0.22% |
$6.97K - $8.71K
|
22.6K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-49- 0.27% |
$6.97K - $8.71K
|
18.1K
$2.08M
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-50- 0.18% |
$7.11K - $8.89K
|
28.3K
$3.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
SELL
|
- |
-50- 2.46% |
$7.11K - $8.89K
|
1.99K
$228K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-50- 0.65% |
$7.11K - $8.89K
|
7.68K
$882K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-50- 7.19% |
$7.11K - $8.89K
|
645
$74.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.26% |
$7.11K - $8.89K
|
19K
$2.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.39% |
$7.11K - $8.89K
|
12.7K
$1.46M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-50- 6.11% |
$7.11K - $8.89K
|
769
$88.4K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
SELL
|
- |
-51- 2.76% |
$7.25K - $9.06K
|
1.8K
$206K
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-52- 0.51% |
$7.39K - $9.24K
|
10.1K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-53- 1.54% |
$7.53K - $9.42K
|
3.38K
$388K
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-53- 3.78% |
$7.53K - $9.42K
|
1.35K
$155K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-53- 0.67% |
$7.53K - $9.42K
|
7.84K
$900K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-53- 1.25% |
$7.53K - $9.42K
|
4.19K
$482K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-54- 0.74% |
$7.68K - $9.6K
|
7.21K
$828K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-55- 2.25% |
$7.82K - $9.77K
|
2.39K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-55- 0.76% |
$7.82K - $9.77K
|
7.21K
$828K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-56- 12.7% |
$7.96K - $9.95K
|
385
$44.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-57- 0.19% |
$8.1K - $10.1K
|
30.7K
$3.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-57- 1.29% |
$8.1K - $10.1K
|
4.37K
$502K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-58- 0.22% |
$8.24K - $10.3K
|
26.8K
$3.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-60- 1.06% |
$8.53K - $10.7K
|
5.59K
$642K
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-60- 2.42% |
$8.53K - $10.7K
|
2.42K
$278K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-61- 1.34% |
$8.67K - $10.8K
|
4.49K
$516K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-61- 1.28% |
$8.67K - $10.8K
|
4.7K
$540K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-62- 4.04% |
$8.81K - $11K
|
1.47K
$169K
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-63- 0.5% |
$8.96K - $11.2K
|
12.5K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Ar Asset Management Inc
|
SELL
|
- |
-64- 0.13% |
$9.1K - $11.4K
|
48.5K
$5.57M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-65- 2.33% |
$9.24K - $11.6K
|
2.73K
$314K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-65- 1.77% |
$9.24K - $11.6K
|
3.61K
$415K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
SELL
|
- |
-67- 1.18% |
$9.52K - $11.9K
|
5.61K
$644K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-68- 0.59% |
$9.67K - $12.1K
|
11.4K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Zevin Asset Management LLC
|
SELL
|
- |
-68- 3.96% |
$9.67K - $12.1K
|
1.65K
$189K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-68- 0.09% |
$9.67K - $12.1K
|
74.5K
$8.56M
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-70- 0.65% |
$9.95K - $12.4K
|
10.8K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Reik & Co., LLC
|
SELL
|
- |
-70- 1.61% |
$9.95K - $12.4K
|
4.28K
$492K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-70- 10.97% |
$9.95K - $12.4K
|
568
$65.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-72- 0.15% |
$10.2K - $12.8K
|
47.1K
$5.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-73- 2.58% |
$10.4K - $13K
|
2.76K
$317K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-73- 0.38% |
$10.4K - $13K
|
19.1K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-74- 0.2% |
$10.5K - $13.2K
|
37.3K
$4.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-75- 0.85% |
$10.7K - $13.3K
|
8.7K
$1M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-75- 3.71% |
$10.7K - $13.3K
|
1.95K
$224K
|