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 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
BUY
|
- |
9.79KNew |
$1.39M - $1.74M
|
9.79K
$1.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
9.77KNew |
$1.39M - $1.74M
|
9.77K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
9.76K+ 1.21% |
$1.39M - $1.73M
|
819K
$95.4M
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.74KNew |
$1.38M - $1.73M
|
9.74K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
9.73K+ 49.15% |
$1.38M - $1.73M
|
29.5K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9.71KNew |
$1.38M - $1.73M
|
9.71K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
9.71K+ 140.38% |
$1.38M - $1.73M
|
16.6K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.67KNew |
$1.38M - $1.72M
|
9.67K
$1.13M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.6KNew |
$1.36M - $1.71M
|
9.6K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
9.56K+ 2.44% |
$1.36M - $1.7M
|
402K
$46.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
9.5KNew |
$1.35M - $1.69M
|
9.5K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
9.49K+ 36.51% |
$1.35M - $1.69M
|
35.5K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.47K+ 12.18% |
$1.35M - $1.68M
|
87.3K
$10.2M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
9.45KNew |
$1.34M - $1.68M
|
9.45K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
9.44KNew |
$1.34M - $1.68M
|
9.44K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.4K+ 70.45% |
$1.34M - $1.67M
|
22.7K
$2.65M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
9.3KNew |
$1.32M - $1.65M
|
9.3K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
9.3K+ 6.2% |
$1.32M - $1.65M
|
159K
$18.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.17K+ 6.65% |
$1.3M - $1.63M
|
147K
$17.1M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9.07KNew |
$1.29M - $1.61M
|
9.07K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
9.02K+ 97.81% |
$1.28M - $1.6M
|
18.2K
$2.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9K+ 9.36% |
$1.28M - $1.6M
|
105K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
8.9K+ 29.39% |
$1.27M - $1.58M
|
39.2K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.87KNew |
$1.26M - $1.58M
|
8.87K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
8.87K+ 10.52% |
$1.26M - $1.58M
|
93.1K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
8.86K+ 4.42% |
$1.26M - $1.57M
|
209K
$24.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.84K+ 3.08% |
$1.26M - $1.57M
|
296K
$34.4M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
8.84K+ 3.08% |
$1.26M - $1.57M
|
296K
$34.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.84K+ 0.04% |
$1.26M - $1.57M
|
21.3M
$2.48B
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
8.84KNew |
$1.26M - $1.57M
|
8.84K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.78KNew |
$1.25M - $1.56M
|
8.78K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
8.77KNew |
$1.25M - $1.56M
|
8.77K
$1.02M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8.75KNew |
$1.24M - $1.55M
|
8.75K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
8.74KNew |
$1.24M - $1.55M
|
8.74K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
8.7K+ 17.11% |
$1.24M - $1.55M
|
59.5K
$6.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8.66KNew |
$1.23M - $1.54M
|
8.66K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
8.59KNew |
$1.22M - $1.53M
|
8.59K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.57K+ 32.52% |
$1.22M - $1.52M
|
34.9K
$4.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
8.51K+ 348.93% |
$1.21M - $1.51M
|
11K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
8.5KNew |
$1.21M - $1.51M
|
8.5K
$990K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.45K+ 27.01% |
$1.2M - $1.5M
|
39.7K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
8.4K+ 10.5% |
$1.19M - $1.49M
|
88.4K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
8.37KNew |
$1.19M - $1.49M
|
8.37K
$975K
|
|
|
Feb 09, 2022
Q4 2021
|
Privium Fund Management B.V.
|
BUY
|
- |
8.37KNew |
$1.19M - $1.49M
|
8.37K
$975K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.37K+ 139.34% |
$1.19M - $1.49M
|
14.4K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.36K+ 17.4% |
$1.19M - $1.49M
|
56.4K
$6.57M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
8.23KNew |
$1.17M - $1.46M
|
8.23K
$958K
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
- |
8.11K+ 37.08% |
$1.15M - $1.44M
|
30K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
8.07KNew |
$1.15M - $1.43M
|
8.07K
$939K
|
|
|
Feb 15, 2022
Q4 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
8.03K+ 0.34% |
$1.14M - $1.43M
|
2.38M
$277M
|