Purchases and Sales Made in Q3 2021 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.37K+ 39.57% |
$569K - $626K
|
11.9K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.33K+ 17.64% |
$564K - $619K
|
22.2K
$2.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.33K+ 5.37% |
$563K - $619K
|
65.3K
$7.54M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.33K+ 3.68% |
$563K - $618K
|
93.8K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
3.32K+ 0.35% |
$562K - $617K
|
949K
$110M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
3.32K+ 9.29% |
$561K - $617K
|
39K
$4.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
3.3K+ 7.6% |
$559K - $614K
|
46.7K
$5.4M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.3K+ 4.19% |
$558K - $614K
|
82K
$9.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.28K+ 18.16% |
$554K - $609K
|
21.3K
$2.46M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
3.27KNew |
$553K - $608K
|
3.27K
$378K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.25K+ 191.24% |
$550K - $604K
|
4.95K
$572K
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
3.24KNew |
$548K - $603K
|
3.24K
$374K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.23K+ 8.69% |
$547K - $601K
|
40.4K
$4.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.2K+ 11.9% |
$540K - $594K
|
30.1K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.18K+ 13.24% |
$538K - $592K
|
27.2K
$3.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.18KNew |
$538K - $591K
|
3.18K
$367K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
3.16K+ 1.12% |
$534K - $587K
|
286K
$33.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.12K+ 10.45% |
$527K - $579K
|
32.9K
$3.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.11K+ 3.17% |
$526K - $578K
|
101K
$11.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
3.11K+ 3.08% |
$525K - $577K
|
104K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
3.11K+ 7.08% |
$525K - $577K
|
47K
$5.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.06K+ 7.7% |
$517K - $568K
|
42.8K
$4.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.05K+ 27.24% |
$517K - $568K
|
14.3K
$1.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
3.04K+ 6.47% |
$514K - $565K
|
50K
$5.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.03K+ 8.39% |
$513K - $563K
|
39.1K
$4.52M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.03KNew |
$512K - $562K
|
3.03K
$349K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.01K+ 1.96% |
$509K - $560K
|
156K
$18.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3KNew |
$508K - $558K
|
3K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3K+ 16.04% |
$508K - $558K
|
21.7K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3K+ 4.84% |
$508K - $558K
|
65K
$7.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
2.95K+ 543.73% |
$499K - $548K
|
3.49K
$403K
|
|
|
Nov 05, 2021
Q3 2021
|
Allen Investment Management LLC
|
BUY
|
- |
2.91K+ 68.76% |
$491K - $540K
|
7.13K
$823K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.88K+ 72.21% |
$487K - $536K
|
6.87K
$793K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.87K+ 767.65% |
$486K - $534K
|
3.25K
$375K
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.87KNew |
$485K - $533K
|
2.87K
$331K
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
2.84K+ 3.11% |
$481K - $529K
|
94.2K
$10.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.84K+ 10.71% |
$481K - $528K
|
29.4K
$3.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
2.81K+ 1.06% |
$475K - $522K
|
267K
$30.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.8KNew |
$474K - $520K
|
2.8K
$323K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 6.17% |
$472K - $519K
|
48K
$5.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
2.77K+ 1.73% |
$468K - $514K
|
163K
$18.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.76KNew |
$467K - $513K
|
2.76K
$319K
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.76K+ 7.15% |
$467K - $513K
|
41.3K
$4.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74K+ 98.85% |
$464K - $509K
|
5.51K
$636K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.74K+ 20.54% |
$463K - $509K
|
16.1K
$1.86M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
2.71K+ 7.66% |
$458K - $503K
|
38K
$4.39M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.71K+ 7.84% |
$458K - $503K
|
37.2K
$4.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.71K+ 1.44% |
$458K - $503K
|
191K
$22.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
2.69KNew |
$455K - $500K
|
2.69K
$311K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.69K+ 7.48% |
$455K - $500K
|
38.6K
$4.46M
|