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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
12KNew |
$1.71M - $2.13M
|
12K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Parametrica Management LTD
|
BUY
|
- |
12KNew |
$1.7M - $2.13M
|
12K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11.9K+ 2226.31% |
$1.7M - $2.12M
|
12.5K
$1.43M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
11.8K+ 565.34% |
$1.68M - $2.1M
|
13.9K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.8KNew |
$1.67M - $2.09M
|
11.8K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
11.7KNew |
$1.66M - $2.07M
|
11.7K
$1.34M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.6K+ 59.74% |
$1.66M - $2.07M
|
31.1K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.4K+ 71.59% |
$1.62M - $2.02M
|
27.3K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.3K+ 4.78% |
$1.6M - $2.01M
|
247K
$28.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.3K+ 35.5% |
$1.6M - $2.01M
|
43.1K
$4.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
11.3K+ 17.77% |
$1.6M - $2M
|
74.8K
$8.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
11.3K+ 222.02% |
$1.6M - $2M
|
16.3K
$1.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
11.2KNew |
$1.59M - $1.99M
|
11.2K
$1.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
11.2K+ 48.41% |
$1.59M - $1.99M
|
34.3K
$3.93M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
11.1KNew |
$1.58M - $1.97M
|
11.1K
$1.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11KNew |
$1.56M - $1.95M
|
11K
$1.26M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
11KNew |
$1.56M - $1.95M
|
11K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
10.9K+ 16.13% |
$1.56M - $1.94M
|
78.8K
$9.04M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
10.9KNew |
$1.55M - $1.94M
|
10.9K
$1.25M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
10.9KNew |
$1.55M - $1.93M
|
10.9K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
10.9KNew |
$1.54M - $1.93M
|
10.9K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.8K+ 3.09% |
$1.54M - $1.92M
|
361K
$41.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.8K+ 103.31% |
$1.54M - $1.92M
|
21.3K
$2.44M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
10.7K+ 1074.95% |
$1.52M - $1.91M
|
11.7K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
10.7K+ 16.87% |
$1.52M - $1.9M
|
74K
$8.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
10.6K+ 48.66% |
$1.51M - $1.89M
|
32.5K
$3.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
10.6KNew |
$1.5M - $1.88M
|
10.6K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
10.6KNew |
$1.5M - $1.88M
|
10.6K
$1.21M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10.5KNew |
$1.5M - $1.87M
|
10.5K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 27.69% |
$1.49M - $1.87M
|
48.5K
$5.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
10.5K+ 10.1% |
$1.49M - $1.87M
|
114K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
10.5K+ 94.72% |
$1.49M - $1.86M
|
21.5K
$2.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.4K+ 21.72% |
$1.48M - $1.85M
|
58.2K
$6.68M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.3K+ 3.03% |
$1.47M - $1.83M
|
350K
$40.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
10.3K+ 17.73% |
$1.46M - $1.83M
|
68.2K
$7.83M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.3K+ 18.53% |
$1.46M - $1.82M
|
65.6K
$7.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.2K+ 89.86% |
$1.45M - $1.81M
|
21.5K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
10.1K+ 28.35% |
$1.44M - $1.79M
|
45.7K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10K+ 210.4% |
$1.43M - $1.78M
|
14.8K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
10KNew |
$1.43M - $1.78M
|
10K
$1.15M
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$1.42M - $1.78M
|
10K
$1.15M
|
|
|
Feb 17, 2022
Q4 2021
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.42M - $1.78M
|
10K
$1.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Australian Super Pty LTD
|
BUY
|
- |
9.94K+ 3.67% |
$1.41M - $1.77M
|
281K
$32.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
9.93K+ 4373.57% |
$1.41M - $1.76M
|
10.2K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
9.92K+ 30.73% |
$1.41M - $1.76M
|
42.2K
$4.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
9.91KNew |
$1.41M - $1.76M
|
9.91K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
9.87K+ 7.8% |
$1.4M - $1.75M
|
136K
$15.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
9.87KNew |
$1.4M - $1.75M
|
9.87K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.86KNew |
$1.4M - $1.75M
|
9.86K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.84K+ 558.03% |
$1.4M - $1.75M
|
11.6K
$1.33M
|