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 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-78- 1.67% |
$11.1K - $13.9K
|
4.59K
$528K
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-80- 1.66% |
$11.4K - $14.2K
|
4.73K
$544K
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-85- 4.86% |
$12.1K - $15.1K
|
1.67K
$191K
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-85- 1.35% |
$12.1K - $15.1K
|
6.22K
$714K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-86- 11.33% |
$12.2K - $15.3K
|
673
$77.3K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-86Closed |
$12.2K - $15.3K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-87- 0.94% |
$12.4K - $15.5K
|
9.2K
$1.06M
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-87- 1.76% |
$12.4K - $15.5K
|
4.85K
$557K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-88- 11.59% |
$12.5K - $15.6K
|
671
$77.1K
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-88- 12.9% |
$12.5K - $15.6K
|
594
$68.3K
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-88- 0.9% |
$12.5K - $15.6K
|
9.74K
$1.12M
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-90- 0.59% |
$12.8K - $16K
|
15.2K
$1.75M
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-90- 2.39% |
$12.8K - $16K
|
3.68K
$423K
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-90- 0.52% |
$12.8K - $16K
|
17.2K
$1.98M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-92- 0.6% |
$13.1K - $16.3K
|
15.2K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-95- 1.72% |
$13.5K - $16.9K
|
5.43K
$623K
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-97- 0.24% |
$13.8K - $17.2K
|
40.4K
$4.64M
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-98Closed |
$13.9K - $17.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-99- 0.31% |
$14.1K - $17.6K
|
31.7K
$3.64M
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.09% |
$14.2K - $17.8K
|
3.14K
$361K
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 6.44% |
$14.2K - $17.8K
|
1.45K
$167K
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-100- 2.5% |
$14.2K - $17.8K
|
3.9K
$448K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
SELL
|
- |
-100- 0.73% |
$14.2K - $17.8K
|
13.5K
$1.56M
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-100- 3.03% |
$14.2K - $17.8K
|
3.2K
$368K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 5.45% |
$14.2K - $17.8K
|
1.74K
$199K
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.64% |
$14.2K - $17.8K
|
3.68K
$423K
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-100- 4.46% |
$14.2K - $17.8K
|
2.14K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 3.67% |
$14.2K - $17.8K
|
2.63K
$302K
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 6.59% |
$14.2K - $17.8K
|
1.42K
$163K
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-102- 3.51% |
$14.5K - $18.1K
|
2.81K
$323K
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-104- 0.66% |
$14.8K - $18.5K
|
15.7K
$1.81M
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-105- 21.92% |
$14.9K - $18.7K
|
374
$43K
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-108- 0.11% |
$15.4K - $19.2K
|
94.4K
$10.8M
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-109- 0.82% |
$15.5K - $19.4K
|
13.1K
$1.51M
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-112- 0.42% |
$15.9K - $19.9K
|
26.5K
$3.05M
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-113- 0.93% |
$16.1K - $20.1K
|
12K
$1.38M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-114- 1.27% |
$16.2K - $20.3K
|
8.88K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-115- 0.12% |
$16.3K - $20.4K
|
95.3K
$11M
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-115- 0.24% |
$16.3K - $20.4K
|
46.9K
$5.39M
|
|
Jan 18, 2022
Q4 2021
|
Kempner Capital Management Inc.
|
SELL
|
- |
-117- 0.29% |
$16.6K - $20.8K
|
40.2K
$4.62M
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-118- 0.8% |
$16.8K - $21K
|
14.7K
$1.69M
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-119- 1.35% |
$16.9K - $21.1K
|
8.68K
$997K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-120- 2.38% |
$17.1K - $21.3K
|
4.92K
$566K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-121- 4.45% |
$17.2K - $21.5K
|
2.6K
$299K
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-125- 2.41% |
$17.8K - $22.2K
|
5.06K
$581K
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-125- 2.47% |
$17.8K - $22.2K
|
4.93K
$567K
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-125- 3.88% |
$17.8K - $22.2K
|
3.09K
$355K
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 2.14% |
$17.8K - $22.2K
|
5.72K
$658K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-125- 2.05% |
$17.8K - $22.2K
|
5.98K
$687K
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 2.04% |
$17.8K - $22.2K
|
6K
$689K
|