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 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-193- 6.1% |
$27.4K - $34.3K
|
2.97K
$341K
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-194- 1.93% |
$27.6K - $34.5K
|
9.88K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-194- 5.65% |
$27.6K - $34.5K
|
3.24K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-197- 5.53% |
$28K - $35K
|
3.37K
$387K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-197- 3.35% |
$28K - $35K
|
5.69K
$654K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-199- 0.7% |
$28.3K - $35.4K
|
28.3K
$3.25M
|
|
|
Jul 28, 2022
Q4 2021
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 1.31% |
$28.4K - $35.5K
|
15K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 10.53% |
$28.4K - $35.5K
|
1.7K
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-201- 4.56% |
$28.6K - $35.7K
|
4.21K
$484K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-204- 0.49% |
$29K - $36.3K
|
41.1K
$4.72M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-204- 6.95% |
$29K - $36.3K
|
2.73K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-208- 0.51% |
$29.6K - $37K
|
40.9K
$4.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-209- 5.79% |
$29.7K - $37.1K
|
3.4K
$390K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-210- 4.91% |
$29.9K - $37.3K
|
4.07K
$468K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-210- 0.94% |
$29.9K - $37.3K
|
22K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-212- 1.47% |
$30.1K - $37.7K
|
14.3K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-216- 0.66% |
$30.7K - $38.4K
|
32.3K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-217- 0.14% |
$30.8K - $38.6K
|
151K
$17.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-218- 0.68% |
$31K - $38.7K
|
31.7K
$3.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-220- 1.87% |
$31.3K - $39.1K
|
11.5K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-221- 7.09% |
$31.4K - $39.3K
|
2.9K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-223- 1.56% |
$31.7K - $39.6K
|
14.1K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-223- 1.99% |
$31.7K - $39.6K
|
11K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 14.73% |
$32.1K - $40.2K
|
1.31K
$150K
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-227- 0.56% |
$32.3K - $40.3K
|
40.4K
$4.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-229- 1.45% |
$32.6K - $40.7K
|
15.6K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-230- 0.9% |
$32.7K - $40.9K
|
25.3K
$2.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-233- 6.51% |
$33.1K - $41.4K
|
3.35K
$385K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-234- 6.7% |
$33.3K - $41.6K
|
3.26K
$375K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-234Closed |
$33.3K - $41.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-235- 1.56% |
$33.4K - $41.8K
|
14.8K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-235- 0.8% |
$33.4K - $41.8K
|
29.2K
$3.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-237- 4.15% |
$33.7K - $42.1K
|
5.48K
$629K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-237- 3.7% |
$33.7K - $42.1K
|
6.16K
$708K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-238- 3.23% |
$33.8K - $42.3K
|
7.13K
$819K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-239- 15.75% |
$34K - $42.5K
|
1.28K
$147K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-241- 1.72% |
$34.3K - $42.8K
|
13.7K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-243- 4.45% |
$34.5K - $43.2K
|
5.22K
$599K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 5.38% |
$35.5K - $44.4K
|
4.4K
$506K
|
|
|
Jan 26, 2022
Q4 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-250- 0.97% |
$35.5K - $44.4K
|
25.5K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-250- 1.42% |
$35.5K - $44.4K
|
17.3K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-252- 0.2% |
$35.8K - $44.8K
|
126K
$14.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-252- 8.21% |
$35.8K - $44.8K
|
2.82K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-255- 0.9% |
$36.2K - $45.3K
|
28K
$3.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-255- 8.45% |
$36.2K - $45.3K
|
2.76K
$317K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-256- 14.2% |
$36.4K - $45.5K
|
1.55K
$178K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-256- 4.63% |
$36.4K - $45.5K
|
5.27K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-259- 42.88% |
$36.8K - $46K
|
345
$39.6K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-261- 6.74% |
$37.1K - $46.4K
|
3.61K
$415K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-262- 8.25% |
$37.2K - $46.6K
|
2.91K
$335K
|