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
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-570- 13.5% |
$81K - $101K
|
3.65K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-574- 0.71% |
$81.6K - $102K
|
80.1K
$9.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-574- 16.4% |
$81.6K - $102K
|
2.93K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-578- 7.09% |
$82.2K - $103K
|
7.57K
$870K
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-585- 2.05% |
$83.2K - $104K
|
27.9K
$3.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
SELL
|
- |
-587- 7.01% |
$83.4K - $104K
|
7.79K
$895K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-588- 18.49% |
$83.6K - $104K
|
2.59K
$298K
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-592- 23.32% |
$84.2K - $105K
|
1.95K
$224K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-593- 1.05% |
$84.3K - $105K
|
56.1K
$6.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-600- 4.54% |
$85.3K - $107K
|
12.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-600- 6.71% |
$85.3K - $107K
|
8.35K
$959K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-601- 2.68% |
$85.4K - $107K
|
21.9K
$2.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-609- 17.72% |
$86.6K - $108K
|
2.83K
$325K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-609- 6.82% |
$86.6K - $108K
|
8.32K
$956K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
SELL
|
- |
-610- 1.85% |
$86.7K - $108K
|
32.3K
$3.71M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-615- 7.64% |
$87.4K - $109K
|
7.43K
$854K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-615- 3.19% |
$87.4K - $109K
|
18.7K
$2.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-623- 4.53% |
$88.6K - $111K
|
13.1K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-625- 12.81% |
$88.8K - $111K
|
4.26K
$489K
|
|
|
Feb 11, 2022
Q4 2021
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-625- 0.93% |
$88.8K - $111K
|
66.7K
$7.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-626- 3.76% |
$89K - $111K
|
16K
$1.84M
|
|
|
Feb 16, 2022
Q4 2021
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-626- 7.0% |
$89K - $111K
|
8.32K
$956K
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-628- 0.94% |
$89.3K - $112K
|
66.2K
$7.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-629- 0.8% |
$89.4K - $112K
|
78.2K
$8.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-629- 9.15% |
$89.4K - $112K
|
6.24K
$717K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-630- 12.86% |
$89.6K - $112K
|
4.27K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-637- 11.11% |
$90.5K - $113K
|
5.1K
$585K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-640- 17.62% |
$91K - $114K
|
2.99K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-640- 12.03% |
$91K - $114K
|
4.68K
$538K
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-641- 2.01% |
$91.1K - $114K
|
31.2K
$3.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-641- 18.86% |
$91.1K - $114K
|
2.76K
$317K
|
|
|
Jan 18, 2022
Q4 2021
|
Grand Central Investment Group
|
SELL
|
- |
-642- 3.46% |
$91.3K - $114K
|
17.9K
$2.06M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-645Closed |
$91.7K - $115K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-646- 29.63% |
$91.8K - $115K
|
1.53K
$176K
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-650- 14.13% |
$92.4K - $116K
|
3.95K
$454K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-658- 1.04% |
$93.5K - $117K
|
62.7K
$7.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-662- 0.71% |
$94.1K - $118K
|
92.8K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-662- 6.37% |
$94.1K - $118K
|
9.73K
$1.12M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-663- 9.19% |
$94.2K - $118K
|
6.55K
$753K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-663Closed |
$94.2K - $118K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-674- 4.58% |
$95.8K - $120K
|
14.1K
$1.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-681- 1.15% |
$96.8K - $121K
|
58.6K
$6.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-684- 50.97% |
$97.2K - $122K
|
658
$75.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-690- 7.26% |
$98.1K - $123K
|
8.81K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Management Associates
New York, NY |
SELL
|
- |
-690- 8.37% |
$98.1K - $123K
|
7.55K
$868K
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-693- 28.98% |
$98.5K - $123K
|
1.7K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-696- 0.74% |
$98.9K - $124K
|
93.8K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-699- 5.76% |
$99.4K - $124K
|
11.4K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-700- 18.62% |
$99.5K - $124K
|
3.06K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-743Closed |
$106K - $132K
|
0
$0
|